323 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.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-8
Holders Change %
-2.42%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
37
Increased
114
Reduced
126
Closed
40
Calls
$17.3M
Puts
$10.4M
Net Calls
+$6.95M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Walleye Trading
276
Walleye Trading
New York
$33.3K -$54.7K -539 -62%
DekaBank Deutsche Girozentrale
277
DekaBank Deutsche Girozentrale
Germany
$32K -$1.65M -16,155 -98%
RA
278
RiverPark Advisors
New York
$25.1K +$6.7K +66 +36%
ASN
279
Advisory Services Network
Georgia
$21.4K +$21.4K +211 New
AIM
280
Arcadia Investment Management
Michigan
$21.1K +$2.03K +20 +11%
MIFH
281
Migdal Insurance & Financial Holdings
Israel
$20K +$1.02K +10 +5%
PA
282
Parallel Advisors
California
$18.9K -$13.2K -130 -41%
CPG
283
Cornerstone Planning Group
New Jersey
$18.5K
CT
284
Colonial Trust
South Carolina
$17.5K
SS
285
Sunbelt Securities
Texas
$17.2K
HNB
286
Huntington National Bank
Ohio
$16.9K -$305 -3 -2%
CFGS
287
Concourse Financial Group Securities
Alabama
$15.1K -$4.57K -45 -23%
QCG
288
Quadrant Capital Group
Ohio
$14.3K -$609 -6 -4%
VWM
289
Venturi Wealth Management
Texas
$12.5K
AF
290
Allworth Financial
California
$11.8K +$609 +6 +5%
SPIA
291
Steward Partners Investment Advisory
New York
$10.2K
Group One Trading
292
Group One Trading
Illinois
$9.65K
C
293
Covestor
United Kingdom
$9K -$100 -1 -1%
QL
294
Quarry LP
New York
$8.53K -$18.6K -183 -69%
PWMG
295
Private Wealth Management Group
New Jersey
$7.72K +$7.72K +76 New
GC
296
Globeflex Capital
California
$7.21K
HIIFS
297
Harel Insurance Investments & Financial Services
Israel
$7K -$4.95K -46 -41%
GI
298
GAMMA Investing
California
$6.6K +$6.6K +71 New
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$6.5K
GRP
300
Global Retirement Partners
California
$6.39K +$6.01K +63 +1,575%