Workiva
324 hedge funds and large institutions have $4.83B invested in Workiva in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 40 closing their positions.
67% more call options, than puts
Call options by funds: $17.3M | Put options by funds: $10.4M
2.33% more ownership
Funds ownership: 92.51% → 94.84% (+2.3%)
3% more capital invested
Capital invested by funds: $4.69B → $4.83B (+$148M)
8% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 40
10% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 126
2% less funds holding
Funds holding: 332 → 324 (-8)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$57.1M |
| 2 |
Morgan Stanley
New York
|
+$31.7M |
| 3 |
BlackRock
New York
|
+$26.2M |
| 4 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$22.6M |
| 5 |
Man Group
London,
United Kingdom
|
+$10.9M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$17.9M |
| 2 |
Lazard Asset Management
New York
|
-$14.5M |
| 3 |
RI
Redwood Investments
Boston,
Massachusetts
|
-$14.3M |
| 4 |
Two Sigma Investments
New York
|
-$12.5M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.91M |
WK Hedge Fund Activity: Q4 2023 in Review
324 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2023, worth a combined $4.83B — up 3.2% from $4.69B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of WK and 37 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 114 added.
The largest buyer was Fidelity Investments, adding an estimated $57.1M. The largest seller was Invesco, cutting an estimated $17.9M.
- 324 institutional investors held Workiva (WK) as of Q4 2023, down from 332 in Q3 2023.
- Funds reported $4.83B of Workiva stock for Q4 2023, up 3.2% quarter-over-quarter.
- 37 funds opened new Workiva positions in Q4 2023 and 40 closed out, a net change of -3 holders.
- The largest Workiva buyer in Q4 2023 was Fidelity Investments, an estimated $57.1M added.
- The largest Workiva seller in Q4 2023 was Invesco, an estimated $17.9M sold.
Based on aggregated 13F filings for Q4 2023.