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Workiva
WK

Overview Fund Activity

301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-22
Holders Change %
-6.81%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
111
Reduced
122
Closed
54
Calls
$7.88M
Puts
$7.28M
Net Calls
+$594K
Net Calls Change
-$6.35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$282M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$140M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$98M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$440M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
BCM
3
Brown Capital Management
Maryland
$89.4M
4
VEPM
4
Vista Equity Partners Management
California
$0
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
326
Affinity Investment Advisors
California
– -$416K -4,096 Closed
FHB
327
First Hawaiian Bank
Hawaii
– -$411K -4,050 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
328
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$406K -4,000 Closed
FG
329
Formula Growth
Quebec, Canada
– -$404K -3,977 Closed
NYLIM
330
New York Life Investment Management
New York
– -$342K -3,371 Closed
MM
331
MQS Management
New York
– -$305K -3,002 Closed
Baird Financial Group
332
Baird Financial Group
Wisconsin
– -$293K -2,886 Closed
VA
333
Vident Advisory
Georgia
– -$293K -2,881 Closed
WA
334
Wealth Alliance
New York
– -$266K -2,620 Closed
PCIA
335
Prime Capital Investment Advisors
Kansas
– -$245K -2,409 Closed
Neuberger Berman Group
336
Neuberger Berman Group
New York
– -$238K -2,342 Closed
MYIA
337
Mount Yale Investment Advisors
Colorado
– -$232K -2,284 Closed
CIM
338
Contravisory Investment Management
Massachusetts
– -$229K -2,258 Closed
BCI
339
Brinker Capital Investments
Pennsylvania
– -$206K -2,212 Closed
OPS
340
Orion Portfolio Solutions
Nebraska
– -$206K -2,212 Closed
SPS
341
Susquehanna Portfolio Strategies
Pennsylvania
– -$213K -2,100 Closed
MWM
342
Mission Wealth Management
California
– -$212K -2,085 Closed
WS
343
Wedbush Securities
California
– -$206K -2,025 Closed
BPA
344
Beacon Pointe Advisors
California
– -$203K -2,000 Closed
GIA
345
GHP Investment Advisors
Colorado
– -$40K -394 Closed
DekaBank Deutsche Girozentrale
346
DekaBank Deutsche Girozentrale
Germany
– -$32K -314 Closed
ASN
347
Advisory Services Network
Georgia
– -$21.4K -211 Closed
MIFH
348
Migdal Insurance & Financial Holdings
Israel
– -$20K -196 Closed
SPIA
349
Steward Partners Investment Advisory
New York
– -$10.2K -100 Closed
CTWM
350
Cherry Tree Wealth Management
Minnesota
– -$5.38K -53 Closed
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14
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