WK icon

Workiva
WK

Overview Fund Activity

305 hedge funds and large institutions have $4.62B invested in Workiva in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
107
Reduced
110
Closed
36
Calls
$19.2M
Puts
$9.22M
Net Calls
+$10M
Net Calls Change
-$8.82M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$191M
2
SC
2
Sculptor Capital
New York
$66.7M
3
BlackRock
3
BlackRock
New York
$381M
4
BCM
4
Brown Capital Management
Maryland
$101M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$26.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.2M
2
PIMC
2
Praesidium Investment Management Company
New York
$38.7M
3
CIP
3
Champlain Investment Partners
Vermont
$117M
4
SAM
4
Silvercrest Asset Management
New York
$1.28M
5
WP
5
Woodline Partners
California
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
276
Covestor
United Kingdom
$9K +$196 +2 +2%
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$7.63K +$1.12K +11 +17%
GC
278
Globeflex Capital
California
$7.22K – – –
LC
279
Lindbrook Capital
California
$5.69K -$610 -6 -10%
WTA
280
Washington Trust Advisors
Massachusetts
$5.39K – – –
CTWM
281
Cherry Tree Wealth Management
Minnesota
$5.39K +$5.39K +53 New
TPCW
282
TD Private Client Wealth
New York
$5.29K – – –
SWM
283
Spire Wealth Management
Virginia
$5.19K -$1.42K -14 -22%
IHWM
284
Iron Horse Wealth Management
Iowa
$5.08K – – –
BIA
285
Bell Investment Advisors
California
$5.08K – – –
MA
286
MCF Advisors
Kentucky
$4.98K +$1.63K +16 +48%
HIM
287
Hillsdale Investment Management
Ontario, Canada
$3.56K +$3.56K +35 New
MCM
288
Manchester Capital Management
Vermont
$3.15K -$610 -6 -16%
Fisher Asset Management
289
Fisher Asset Management
Washington
$2.54K – – –
EWA
290
EverSource Wealth Advisors
Alabama
$2.44K – – –
AF
291
Advisornet Financial
Minnesota
$2.24K -$2.75K -27 -55%
AF
292
Allworth Financial
California
$2.03K – – –
CAL
293
Capital Advisors Ltd
Ohio
$2K – – –
BWL
294
Bogart Wealth LLC
Virginia
$1.42K – – –
BAAM
295
Baker Avenue Asset Management
California
$1.12K – – –
GJIA
296
Glass Jacobson Investment Advisors
Maryland
$1.02K +$1.02K +10 New
IA
297
IFP Advisors
Florida
$915 -$508 -5 -36%
BWM
298
Baystate Wealth Management
Massachusetts
$915 – – –
JWA
299
JFS Wealth Advisors
Pennsylvania
$610 – – –
VCM
300
Versant Capital Management
Arizona
$610 +$610 +6 New
10 11
12
13 14