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Workiva
WK

Overview Fund Activity

309 hedge funds and large institutions have $4.61B invested in Workiva in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 100 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+39
Holders Change %
+14.44%
% of All Funds
4.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
62
Increased
100
Reduced
104
Closed
17
Calls
$23.5M
Puts
$4.71M
Net Calls
+$18.8M
Net Calls Change
-$9.6M

Top Buyers

1
BCM
Brown Capital Management
Maryland
$70.7M
2
SC
Sculptor Capital
New York
$34.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$179M
4
WP
Woodline Partners
California
$32.1M
5
Macquarie Group
Macquarie Group
Australia
$129M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
$66.5M
2
Brown Advisory
Brown Advisory
Maryland
$138M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$171M
4
ClearBridge Investments
ClearBridge Investments
New York
$47.3M
5
RP
Riverbridge Partners
Minnesota
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
301
Baystate Wealth Management
Massachusetts
$922 – – –
JWA
302
JFS Wealth Advisors
Pennsylvania
$615 +$615 +6 New
SC
303
Schubert & Co
Texas
$615 +$615 +6 New
IA
304
IFP Advisors
Florida
$367 -$367 -14 -50%
GRP
305
Global Retirement Partners
California
$350 – – –
SIC
306
SJS Investment Consulting
Ohio
$308 +$308 +3 New
HCP
307
Hexagon Capital Partners
Arkansas
$307 -$1.74K -17 -85%
GWS
308
Glassman Wealth Services
Virginia
$307 – – –
DI
309
Disciplined Investments
Oklahoma
$205 +$205 +2 New
CAM
310
Contour Asset Management
New York
– -$11.7M -139,532 Closed
Adage Capital Partners
311
Adage Capital Partners
Massachusetts
– -$2.94M -35,000 Closed
LIP
312
Liontrust Investment Partners
United Kingdom
– -$2.52M -30,000 Closed
BPC
313
Banque Pictet & Cie
Switzerland
– -$2.1M -25,000 Closed
ZIM
314
Zacks Investment Management
Illinois
– -$5K -10,047 Closed
PAS
315
Park Avenue Securities
New York
– -$680K -8,093 Closed
PFO
316
Pathstone Family Office
New Jersey
– -$437K -3,206 Closed
Wolverine Trading
317
Wolverine Trading
Illinois
– -$266K -3,166 Closed
Group One Trading
318
Group One Trading
Illinois
– -$233K -2,777 Closed
VT
319
Vise Technologies
New York
– -$223K -2,656 Closed
AT
320
American Trust
Kentucky
– -$218K -2,597 Closed
ZB
321
Zions Bancorporation
Utah
– -$12.3K -147 Closed
Lazard Asset Management
322
Lazard Asset Management
New York
– -$8K -100 Closed
FFA
323
Farther Finance Advisors
California
– -$4.37K -52 Closed
BTI
324
Blue Trust Inc
Georgia
– -$3K -34 Closed
EC
325
Elequin Capital
New York
– -$1.09K -13 Closed
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