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Workiva
WK

332 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $8.1M

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

8% more funds holding

Funds holding: 306 → 332 (+26)

1% more capital invested

Capital invested by funds: $4.62B → $4.69B (+$62.6M)

0.72% more ownership

Funds ownership: 91.79% → 92.51% (+0.72%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

Holders
332
Holders Change
+26
Holders Change %
+8.5%
% of All Funds
5.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
53
Increased
109
Reduced
114
Closed
25
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$48.7M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$43.6M
3
Invesco
Invesco
Georgia
+$41.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23M
5
Lazard Asset Management
Lazard Asset Management
New York
+$15.9M

Top Sellers

1
SC
Sculptor Capital
New York
-$64.6M
2
PIMC
Praesidium Investment Management Company
New York
-$38.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.7M
4
CIP
Champlain Investment Partners
Vermont
-$27.1M
5
TCM
Tensile Capital Management
California
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
326
JFS Wealth Advisors
Pennsylvania
$609 – – –
VCM
327
Versant Capital Management
Arizona
$608 – – –
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$507 -$12K -115 -96%
GRP
329
Global Retirement Partners
California
$392 – – –
GWS
330
Glassman Wealth Services
Virginia
$304 – – –
CA
331
Crewe Advisors
Utah
$203 – – –
SIC
332
SJS Investment Consulting
Ohio
$203 – – –
PIMC
333
Praesidium Investment Management Company
New York
– -$38.7M -380,290 Closed
TCM
334
Tensile Capital Management
California
– -$11.7M -115,000 Closed
ECM
335
ExodusPoint Capital Management
New York
– -$8.64M -84,974 Closed
OQS
336
Occudo Quantitative Strategies
Florida
– -$3.84M -37,822 Closed
ACM
337
Alamar Capital Management
California
– -$3.05M -30,006 Closed
Jacobs Levy Equity Management
338
Jacobs Levy Equity Management
New Jersey
– -$2.74M -26,938 Closed
GKFF
339
George Kaiser Family Foundation
Oklahoma
– -$2.19M -21,574 Closed
Simplex Trading
340
Simplex Trading
Illinois
– -$1.97M -18,988 Closed
WMSA
341
Weiss Multi-Strategy Advisers
New York
– -$1.44M -14,190 Closed
SAM
342
Silvercrest Asset Management
New York
– -$1.28M -12,550 Closed
AA
343
ALPS Advisors
Colorado
– -$1.14M -11,242 Closed
DFCM
344
Dark Forest Capital Management
Puerto Rico
– -$996K -9,793 Closed
CC
345
Centiva Capital
New York
– -$961K -9,452 Closed
SSA
346
Schonfeld Strategic Advisors
New York
– -$874K -8,600 Closed
PCIA
347
Prime Capital Investment Advisors
Kansas
– -$732K -7,200 Closed
VAS
348
Vestmark Advisory Solutions
Massachusetts
– -$621K -6,113 Closed
CB
349
Commerce Bank
Missouri
– -$516K -5,075 Closed
IA
350
Inspire Advisors
Idaho
– -$394K -3,873 Closed
11 12 13
14
15

WK Hedge Fund Activity: Q3 2023 in Review

332 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2023, worth a combined $4.69B — up 1.4% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WK positions and 25 closed out — a net gain of 28 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $48.7M. The largest seller was Sculptor Capital, cutting an estimated $64.6M.

  • 332 institutional investors held Workiva (WK) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $4.69B of Workiva stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 53 funds opened new Workiva positions in Q3 2023 and 25 closed out, a net change of +28 holders.
  • The largest Workiva buyer in Q3 2023 was JP Morgan Chase, an estimated $48.7M added.
  • The largest Workiva seller in Q3 2023 was Sculptor Capital, an estimated $64.6M sold.

Based on aggregated 13F filings for Q3 2023.