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Workiva
WK

Overview Fund Activity

331 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
109
Reduced
114
Closed
24
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$144M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$69.3M
3
Invesco
3
Invesco
Georgia
$119M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$187M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$15.5M

Top Sellers

1
SC
1
Sculptor Capital
New York
$3.5M
2
PIMC
2
Praesidium Investment Management Company
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$64.5M
4
CIP
4
Champlain Investment Partners
Vermont
$90.3M
5
TCM
5
Tensile Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
326
Versant Capital Management
Arizona
$608 – – –
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$507 -$11.7K -115 -96%
GRP
328
Global Retirement Partners
California
$392 – – –
GWS
329
Glassman Wealth Services
Virginia
$304 – – –
SIC
330
SJS Investment Consulting
Ohio
$203 – – –
CA
331
Crewe Advisors
Utah
$203 – – –
PIMC
332
Praesidium Investment Management Company
New York
– -$38.7M -380,290 Closed
TCM
333
Tensile Capital Management
California
– -$11.7M -115,000 Closed
ECM
334
ExodusPoint Capital Management
New York
– -$8.64M -84,974 Closed
OQS
335
Occudo Quantitative Strategies
Florida
– -$3.84M -37,822 Closed
ACM
336
Alamar Capital Management
California
– -$3.05M -30,006 Closed
Jacobs Levy Equity Management
337
Jacobs Levy Equity Management
New Jersey
– -$2.74M -26,938 Closed
GKFF
338
George Kaiser Family Foundation
Oklahoma
– -$2.19M -21,574 Closed
Simplex Trading
339
Simplex Trading
Illinois
– -$1.93M -18,988 Closed
WMSA
340
Weiss Multi-Strategy Advisers
New York
– -$1.44M -14,190 Closed
SAM
341
Silvercrest Asset Management
New York
– -$1.28M -12,550 Closed
AA
342
ALPS Advisors
Colorado
– -$1.14M -11,242 Closed
DFCM
343
Dark Forest Capital Management
Puerto Rico
– -$996K -9,793 Closed
CC
344
Centiva Capital
New York
– -$961K -9,452 Closed
SSA
345
Schonfeld Strategic Advisors
New York
– -$874K -8,600 Closed
PCIA
346
Prime Capital Investment Advisors
Kansas
– -$732K -7,200 Closed
VAS
347
Vestmark Advisory Solutions
Massachusetts
– -$621K -6,113 Closed
CB
348
Commerce Bank
Missouri
– -$516K -5,075 Closed
IA
349
Inspire Advisors
Idaho
– -$394K -3,873 Closed
GCP
350
GSA Capital Partners
United Kingdom
– -$278K -2,736 Closed
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14
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