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Workiva
WK

Overview Fund Activity

299 hedge funds and large institutions have $3.41B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
110
Reduced
110
Closed
40
Calls
$6.98M
Puts
$4.52M
Net Calls
+$2.46M
Net Calls Change
+$1.87M

Top Buyers

1
TCM
1
Tensile Capital Management
California
$30.5M
2
JGC
2
J. Goldman & Co
New York
$21.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$260M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$389M
5
BlackRock
5
BlackRock
New York
$309M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$57.9M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$843K
3
DDC
3
DF Dent & Co
Maryland
$27.9M
4
CIP
4
Champlain Investment Partners
Vermont
$80.3M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$15.6K -$14.8K -208 -49%
MG
252
Mather Group
Illinois
$14.9K +$7.38K +87 +98%
HNB
253
Huntington National Bank
Ohio
$13.9K +$438 +6 +3%
CT
254
Colonial Trust
South Carolina
$12.4K – – –
CFGS
255
Concourse Financial Group Securities
Alabama
$10.9K – – –
RA
256
Rise Advisors
New York
$10.7K – – –
FFA
257
Farther Finance Advisors
California
$10.7K +$2.22K +31 +26%
IAIM
258
International Assets Investment Management
Florida
$10.4K +$10.4K +143 New
MIFH
259
Migdal Insurance & Financial Holdings
Israel
$10K +$10K +142 New
VWM
260
Venturi Wealth Management
Texas
$8.98K – – –
PA
261
Parallel Advisors
California
$8.47K -$6.79K -93 -44%
LC
262
Lindbrook Capital
California
$7.74K +$7.01K +96 +960%
C
263
Covestor
United Kingdom
$7K -$233 -3 -3%
AF
264
Allworth Financial
California
$6.99K -$793 -11 -10%
GI
265
GAMMA Investing
California
$6.5K +$1.53K +21 +31%
QCG
266
Quadrant Capital Group
Ohio
$5.91K -$4.53K -62 -43%
BTI
267
Blue Trust Inc
Georgia
$5.6K +$5.6K +66 New
GC
268
Globeflex Capital
California
$5.18K – – –
FNWA
269
Financial Network Wealth Advisors
Utah
$4.96K +$4.96K +68 New
GRP
270
Global Retirement Partners
California
$4.6K -$292 -4 -6%
CA
271
Clearstead Advisors
Ohio
$4.31K +$4.31K +59 New
HIIFS
272
Harel Insurance Investments & Financial Services
Israel
$4K -$1.88K -23 -32%
IHWM
273
Iron Horse Wealth Management
Iowa
$3.65K – – –
SS
274
Sunbelt Securities
Texas
$3.14K – – –
SWM
275
Spire Wealth Management
Virginia
$3.07K -$657 -9 -18%
9 10
11
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