WK icon

Workiva
WK

Overview Fund Activity

305 hedge funds and large institutions have $4.62B invested in Workiva in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
107
Reduced
110
Closed
36
Calls
$19.2M
Puts
$9.22M
Net Calls
+$10M
Net Calls Change
-$8.82M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$191M
2
SC
Sculptor Capital
New York
$66.7M
3
BlackRock
BlackRock
New York
$381M
4
BCM
Brown Capital Management
Maryland
$101M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$26.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$40.2M
2
PIMC
Praesidium Investment Management Company
New York
$38.7M
3
CIP
Champlain Investment Partners
Vermont
$117M
4
SAM
Silvercrest Asset Management
New York
$1.28M
5
WP
Woodline Partners
California
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
301
Global Retirement Partners
California
$407 – – –
GWS
302
Glassman Wealth Services
Virginia
$305 – – –
SIC
303
SJS Investment Consulting
Ohio
$204 -$102 -1 -33%
CA
304
Crewe Advisors
Utah
$204 +$204 +2 New
DI
305
Disciplined Investments
Oklahoma
$203 – – –
Citadel Advisors
306
Citadel Advisors
Florida
– -$14.1M -137,248 Closed
Nordea Investment Management
307
Nordea Investment Management
Sweden
– -$10.7M -106,312 Closed
SW
308
SVB Wealth
Massachusetts
– -$10.3M -100,896 Closed
CS
309
Candriam SCA
Luxembourg
– -$1.73M -18,305 Closed
MA
310
MYDA Advisors
New York
– -$1.84M -18,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
311
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.75M -17,088 Closed
Mackenzie Financial
312
Mackenzie Financial
Ontario, Canada
– -$1.45M -14,183 Closed
YIH
313
Y-Intercept (HK)
Hong Kong
– -$1.34M -13,045 Closed
WEG
314
World Equity Group
Illinois
– -$3.47M -9,162 Closed
SG Americas Securities
315
SG Americas Securities
New York
– -$925K -9,032 Closed
BC
316
Brookfield Corp
Ontario, Canada
– -$859K -8,389 Closed
I
317
InceptionR
California
– -$772K -7,540 Closed
E
318
Ergoteles
New York
– -$728K -7,105 Closed
VF
319
Virtu Financial
New York
– -$720K -7,032 Closed
CWA
320
CM Wealth Advisors
Ohio
– -$503K -5,356 Closed
Walleye Capital
321
Walleye Capital
New York
– -$448K -4,370 Closed
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
– -$275K -2,690 Closed
AC
323
AXQ Capital
New Jersey
– -$266K -2,600 Closed
VI
324
Versor Investments
New York
– -$260K -2,541 Closed
GAM
325
Gotham Asset Management
New York
– -$256K -2,503 Closed
10 11 12
13
14