Workiva
301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
17% less capital invested
Capital invested by funds: $4.83B → $4.03B (-$800M)
37% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 54
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Holders
301
Holding in Top 10
3
Calls
$7.88M
Puts
$7.28M
Top Buyers
| 1 | +$75.8M | |
| 2 | +$41.8M | |
| 3 | +$18.5M | |
| 4 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$17.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.4M |
Top Sellers
| 1 | -$81.8M | |
| 2 | -$19.8M | |
| 3 | -$18.4M | |
| 4 |
VEPM
Vista Equity Partners Management
San Francisco,
California
|
-$18.2M |
| 5 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
-$14.4M |