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Workiva
WK

Overview Fund Activity

309 hedge funds and large institutions have $4.61B invested in Workiva in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 100 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+39
Holders Change %
+14.44%
% of All Funds
4.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
62
Increased
100
Reduced
104
Closed
17
Calls
$23.5M
Puts
$4.71M
Net Calls
+$18.8M
Net Calls Change
-$9.6M

Top Buyers

1
BCM
Brown Capital Management
Maryland
+$42.8M
2
SC
Sculptor Capital
New York
+$34.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.8M
4
WP
Woodline Partners
California
+$31.5M
5
Macquarie Group
Macquarie Group
Australia
+$16.8M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
-$40.5M
2
Brown Advisory
Brown Advisory
Maryland
-$36.5M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$32.8M
4
ClearBridge Investments
ClearBridge Investments
New York
-$26.6M
5
RP
Riverbridge Partners
Minnesota
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$10.2K – – –
C
277
Covestor
United Kingdom
$9K -$100 -1 -1%
SS
278
Sunbelt Securities
Texas
$9K +$9K +90 New
GC
279
Globeflex Capital
California
$7.27K -$3.79K -37 -34%
SWM
280
Spire Wealth Management
Virginia
$6.66K -$3.69K -36 -36%
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$6.55K – – –
LC
282
Lindbrook Capital
California
$6.35K +$410 +4 +7%
TWA
283
TCI Wealth Advisors
Arizona
$6.04K +$102 +1 +2%
EI
284
Ellevest Inc
New York
$5.53K – – –
WTA
285
Washington Trust Advisors
Massachusetts
$5.43K -$2.56K -25 -32%
TPCW
286
TD Private Client Wealth
New York
$5.33K – – –
BIA
287
Bell Investment Advisors
California
$5.12K -$819 -8 -14%
IHWM
288
Iron Horse Wealth Management
Iowa
$5.12K – – –
AF
289
Advisornet Financial
Minnesota
$5.02K +$205 +2 +4%
AAS
290
Ameritas Advisory Services
Nebraska
$4.85K +$4.85K +50 New
MCM
291
Manchester Capital Management
Vermont
$3.79K -$512 -5 -12%
MA
292
MCF Advisors
Kentucky
$3.38K – – –
Fisher Asset Management
293
Fisher Asset Management
Washington
$2.56K +$2.56K +25 New
EWA
294
EverSource Wealth Advisors
Alabama
$2.46K +$1.43K +14 +140%
AF
295
Allworth Financial
California
$2.05K – – –
CAL
296
Capital Advisors Ltd
Ohio
$2K – – –
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$1.74K -$1.43K -14 -45%
BWL
298
Bogart Wealth LLC
Virginia
$1.43K +$1.43K +14 New
Commonwealth Equity Services
299
Commonwealth Equity Services
Massachusetts
$1.19K +$395 +3,856 +50%
BAAM
300
Baker Avenue Asset Management
California
$1.13K – – –
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