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Workiva
WK

324 hedge funds and large institutions have $4.83B invested in Workiva in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $10.4M

2.33% more ownership

Funds ownership: 92.51% → 94.84% (+2.3%)

3% more capital invested

Capital invested by funds: $4.69B → $4.83B (+$148M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

10% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 126

2% less funds holding

Funds holding: 332 → 324 (-8)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
4.72%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
37
Increased
114
Reduced
126
Closed
40
Calls
$17.3M
Puts
$10.4M
Net Calls
+$6.95M
Net Calls Change
-$11.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.1M
2
Morgan Stanley
Morgan Stanley
New York
+$31.7M
3
BlackRock
BlackRock
New York
+$26.2M
4
BCM
Brown Capital Management
Maryland
+$22.6M
5
Man Group
Man Group
United Kingdom
+$10.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$17.9M
2
Lazard Asset Management
Lazard Asset Management
New York
-$14.5M
3
RI
Redwood Investments
Massachusetts
-$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCG
326
Lisanti Capital Growth
New York
– -$4.28M -42,255 Closed
Point72 Asset Management
327
Point72 Asset Management
Connecticut
– -$3.75M -37,046 Closed
HCM
328
Highbridge Capital Management
New York
– -$3.5M -34,576 Closed
SC
329
Sculptor Capital
New York
– -$3.5M -34,576 Closed
Hudson Bay Capital Management
330
Hudson Bay Capital Management
Connecticut
– -$2.5M -24,697 Closed
Voloridge Investment Management
331
Voloridge Investment Management
Florida
– -$2.05M -20,266 Closed
DKCM
332
Davidson Kempner Capital Management
New York
– -$2M -19,758 Closed
SFM
333
Soros Fund Management
New York
– -$2M -19,758 Closed
WA
334
Whitebox Advisors
Minnesota
– -$2M -19,758 Closed
BCM
335
BlueCrest Capital Management
Jersey
– -$1.5M -14,818 Closed
HSBC Holdings
336
HSBC Holdings
United Kingdom
– -$1.25M -12,233 Closed
Calamos Advisors
337
Calamos Advisors
Illinois
– -$1.1M -10,837 Closed
HF
338
HRT Financial
New York
– -$1.09M -10,814 Closed
Acadian Asset Management
339
Acadian Asset Management
Massachusetts
– -$1.02M -10,070 Closed
HI
340
HBK Investments
Texas
– -$1M -9,879 Closed
BFM
341
Boothbay Fund Management
New York
– -$805K -7,942 Closed
ECU
342
Eisler Capital (US)
New York
– -$804K -7,930 Closed
XT
343
XTX Topco
Cayman Islands
– -$669K -6,601 Closed
GAM
344
Gotham Asset Management
New York
– -$608K -6,002 Closed
I
345
InceptionR
California
– -$597K -5,893 Closed
JFG
346
Jefferies Financial Group
New York
– -$575K -5,671 Closed
RAG
347
RIA Advisory Group
Iowa
– -$504K -4,969 Closed
LCM
348
Legato Capital Management
California
– -$447K -4,415 Closed
QCM
349
Qsemble Capital Management
New York
– -$281K -2,775 Closed
SCA
350
Stonebridge Capital Advisors
Minnesota
– -$162K -1,596 Closed
11 12 13
14
15

WK Hedge Fund Activity: Q4 2023 in Review

324 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2023, worth a combined $4.83B — up 3.2% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WK and 37 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 114 added.

The largest buyer was Fidelity Investments, adding an estimated $57.1M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 324 institutional investors held Workiva (WK) as of Q4 2023, down from 332 in Q3 2023.
  • Funds reported $4.83B of Workiva stock for Q4 2023, up 3.2% quarter-over-quarter.
  • 37 funds opened new Workiva positions in Q4 2023 and 40 closed out, a net change of -3 holders.
  • The largest Workiva buyer in Q4 2023 was Fidelity Investments, an estimated $57.1M added.
  • The largest Workiva seller in Q4 2023 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2023.