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Workiva
WK

Overview Fund Activity

299 hedge funds and large institutions have $3.41B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
110
Reduced
110
Closed
40
Calls
$6.98M
Puts
$4.52M
Net Calls
+$2.46M
Net Calls Change
+$1.87M

Top Buyers

1
TCM
1
Tensile Capital Management
California
$30.5M
2
JGC
2
J. Goldman & Co
New York
$21.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$260M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$389M
5
BlackRock
5
BlackRock
New York
$309M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$57.9M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$843K
3
DDC
3
DF Dent & Co
Maryland
$27.9M
4
CIP
4
Champlain Investment Partners
Vermont
$80.3M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
301
Wellington Management Group
Massachusetts
– -$5.74M -67,735 Closed
Point72 Asset Management
302
Point72 Asset Management
Connecticut
– -$4.47M -52,706 Closed
NCGI
303
Next Century Growth Investors
Minnesota
– -$4.06M -47,845 Closed
MAP
304
Moody Aldrich Partners
Massachusetts
– -$3.54M -41,733 Closed
SI
305
SQN Investors
California
– -$3.33M -39,300 Closed
AIG
306
American International Group
New York
– -$2.08M -24,516 Closed
SSA
307
Schonfeld Strategic Advisors
New York
– -$1.35M -15,880 Closed
FCI
308
Financial Counselors Inc
Kansas
– -$1.11M -13,142 Closed
N
309
Numerai
California
– -$808K -9,524 Closed
FRM
310
Fox Run Management
Connecticut
– -$600K -7,074 Closed
FA
311
FDx Advisors
Illinois
– -$521K -6,139 Closed
FC
312
FORA Capital
Florida
– -$465K -5,478 Closed
HF
313
HRT Financial
New York
– -$373K -4,406 Closed
Cerity Partners
314
Cerity Partners
New York
– -$368K -4,341 Closed
NRD
315
Nebula Research & Development
New York
– -$319K -3,765 Closed
GC
316
Gilbert & Cook
Iowa
– -$312K -3,679 Closed
PS
317
Portfolio Strategies
New York
– -$290K -3,425 Closed
AC
318
Armistice Capital
New York
– -$285K -3,362 Closed
Truist Financial
319
Truist Financial
North Carolina
– -$249K -2,934 Closed
MOS
320
MGO One Seven
Ohio
– -$226K -2,668 Closed
MLICM
321
Metropolitan Life Insurance Company (MetLife)
New York
– -$222K -2,613 Closed
SGI
322
Summit Global Investments
Utah
– -$219K -2,582 Closed
QCM
323
Quantinno Capital Management
New York
– -$215K -2,541 Closed
AWS
324
Atria Wealth Solutions
New York
– -$203K -2,395 Closed
OSAM
325
O'Shaughnessy Asset Management
Connecticut
– -$201K -2,374 Closed
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