Workiva
271 hedge funds and large institutions have $3.75B invested in Workiva in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 101 reducing their positions, and 37 closing their positions.
1,668% more call options, than puts
Call options by funds: $30.1M | Put options by funds: $1.7M
30% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 37
10% more capital invested
Capital invested by funds: $3.41B → $3.75B (+$339M)
3% more funds holding
Funds holding: 262 → 271 (+9)
1.33% more ownership
Funds ownership: 90.36% → 91.69% (+1.3%)
8% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 101
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.9M |
| 2 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$21.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.8M |
| 4 |
JP Morgan Chase
New York
|
+$18.8M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$21M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$20.4M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$14.2M |
| 4 |
BlackRock
New York
|
-$7.83M |
| 5 |
PIMC
Praesidium Investment Management Company
New York
|
-$7.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFS
301
Annapolis Financial Services
Annapolis,
Maryland
| – | -$5K | -67 | Closed |
|
|
HI
302
Harbour Investments
Madison,
Wisconsin
| – | -$4K | -64 | Closed |
|
|
HR
303
Howe & Rusling
Rochester,
New York
| – | -$4K | -54 | Closed |
|
|
CA
304
Crewe Advisors
Salt Lake City,
Utah
| – | -$3K | -42 | Closed |
|
|
ACM
305
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$2.48K | -32 | Closed |
|
306
Simplex Trading
Chicago,
Illinois
| – | -$1.55K | -20 | Closed |
|
|
GI
307
Gradient Investments
Arden Hills,
Minnesota
| – | -$1K | -9 | Closed |
|
|
MAM
308
Meeder Asset Management
Dublin,
Ohio
| – | -$1K | -9 | Closed |
|
WK Hedge Fund Activity: Q4 2022 in Review
271 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2022, worth a combined $3.75B — up 10% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new WK positions and 37 closed out — a net gain of 11 holders — while 93 added to existing stakes and 101 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $38.9M. The largest seller was Allspring Global Investments, cutting an estimated $21M.
- 271 institutional investors held Workiva (WK) as of Q4 2022, up from 262 in Q3 2022.
- Funds reported $3.75B of Workiva stock for Q4 2022, up 10% quarter-over-quarter.
- 48 funds opened new Workiva positions in Q4 2022 and 37 closed out, a net change of +11 holders.
- The largest Workiva buyer in Q4 2022 was Fidelity Investments, an estimated $38.9M added.
- The largest Workiva seller in Q4 2022 was Allspring Global Investments, an estimated $21M sold.
Based on aggregated 13F filings for Q4 2022.