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Workiva
WK

Overview Fund Activity

301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-22
Holders Change %
-6.81%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
111
Reduced
122
Closed
54
Calls
$7.88M
Puts
$7.28M
Net Calls
+$594K
Net Calls Change
-$6.35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$282M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$140M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$98M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$440M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
BCM
3
Brown Capital Management
Maryland
$89.4M
4
VEPM
4
Vista Equity Partners Management
California
$0
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Abound Wealth Management
Tennessee
$42.4K – – –
TRCT
252
Tower Research Capital (TRC)
New York
$41.5K -$603K -7,109 -94%
EC
253
EntryPoint Capital
New York
$40.3K +$40.3K +475 New
AWM
254
Avior Wealth Management
Nebraska
$39.5K +$39.5K +466 New
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$36K -$2.37K -28 -6%
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$35.6K +$35.6K +426 New
ZB
257
Zions Bancorporation
Utah
$28.8K +$28.8K +340 New
QL
258
Quarry LP
New York
$24.3K +$17.2K +203 +242%
PA
259
Parallel Advisors
California
$17.7K +$1.95K +23 +12%
AIM
260
Arcadia Investment Management
Michigan
$17.6K -$85 -1 -0.5%
HNB
261
Huntington National Bank
Ohio
$15.6K +$1.53K +18 +11%
HT
262
Headlands Technologies
Illinois
$14.9K +$14.9K +176 New
CT
263
Colonial Trust
South Carolina
$14.3K – – –
CFGS
264
Concourse Financial Group Securities
Alabama
$12.6K – – –
RA
265
Rise Advisors
New York
$12.4K +$12.4K +146 New
QCG
266
Quadrant Capital Group
Ohio
$12.1K +$170 +2 +1%
CPG
267
Cornerstone Planning Group
New Jersey
$10.6K -$4.25K -52 -29%
VWM
268
Venturi Wealth Management
Texas
$10.4K – – –
FFA
269
Farther Finance Advisors
California
$9.86K +$5.1K +61 +107%
AF
270
Allworth Financial
California
$9.16K -$678 -8 -7%
MG
271
Mather Group
Illinois
$9.04K +$9.04K +89 New
C
272
Covestor
United Kingdom
$8K +$258 +3 +3%
EC
273
Elequin Capital
New York
$7.55K +$7.55K +89 New
PWMG
274
Private Wealth Management Group
New Jersey
$6.45K – – –
GC
275
Globeflex Capital
California
$6.02K – – –
9 10
11
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