WK icon

Workiva
WK

Overview Fund Activity

291 hedge funds and large institutions have $3.6B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
90
Reduced
124
Closed
41
Calls
$6.53M
Puts
$4.68M
Net Calls
+$1.85M
Net Calls Change
-$608K

Top Buyers

1
BlackRock
1
BlackRock
New York
$401M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$453M
3
RIM
3
Ranger Investment Management
Texas
$39.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$31.6M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$18M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Brown Advisory
2
Brown Advisory
Maryland
$51.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$17.4M
4
DDC
4
DF Dent & Co
Maryland
$5.54M
5
Bessemer Group
5
Bessemer Group
New Jersey
$94K
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
276
Principal Securities
Iowa
$1.9K +$158 +2 +9%
BIA
277
Bell Investment Advisors
California
$1.74K -$475 -6 -21%
LC
278
Lindbrook Capital
California
$1.66K -$6.73K -85 -80%
AAP
279
Arax Advisory Partners
Colorado
$1.58K -$55.4K -700 -97%
NA
280
NewEdge Advisors
Louisiana
$1.58K -$475 -6 -23%
GM
281
GeoWealth Management
Illinois
$1.58K +$1.58K +20 New
FG
282
Fairman Group
Pennsylvania
$1.27K – – –
BWL
283
Bogart Wealth LLC
Virginia
$1.11K – – –
CAL
284
Capital Advisors Ltd
Ohio
$1K – – –
PWMG
285
Private Wealth Management Group
New Jersey
$950 – – –
TWD
286
True Wealth Design
Ohio
$950 +$950 +12 New
EWA
287
EverSource Wealth Advisors
Alabama
$475 – – –
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$475 +$317 +4 +200%
AWM
289
Avior Wealth Management
Nebraska
$316 -$1.9K -24 -86%
IAIM
290
International Assets Investment Management
Florida
$117 +$115 +9,114 +6,373%
MCM
291
MV Capital Management
Maryland
$80 – – –
CIP
292
Champlain Investment Partners
Vermont
– -$80.3M -1,100,774 Closed
Norges Bank
293
Norges Bank
Norway
– -$33.4M -457,981 Closed
ClearBridge Investments
294
ClearBridge Investments
New York
– -$11M -150,428 Closed
CSS
295
Cubist Systematic Strategies
Connecticut
– -$5.51M -75,484 Closed
TC
296
TwinBeech Capital
New York
– -$5.22M -71,496 Closed
Natixis Advisors
297
Natixis Advisors
Massachusetts
– -$2.69M -36,848 Closed
DTL
298
Dynamic Technology Lab
Singapore
– -$1.4M -19,162 Closed
Dimensional Fund Advisors
299
Dimensional Fund Advisors
Texas
– -$1.3M -17,868 Closed
American Century Companies
300
American Century Companies
Missouri
– -$1.09M -14,933 Closed
10 11
12
13 14