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Workiva
294 hedge funds and large institutions have $3.64B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
40% more call options, than puts
Call options by funds: $6.53M | Put options by funds: $4.68M
7% more capital invested
Capital invested by funds: $3.42B → $3.64B (+$227M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 300 → 294 (-6)
2.2% less ownership
Funds ownership: 91.78% → 89.58% (-2.2%)
10% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 40
27% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 124
Holders
294
Holders Change
-6
Holders Change %
-2%
% of All Funds
4.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
91
Reduced
124
Closed
40
Calls
$6.53M
Puts
$4.68M
Net Calls
+$1.85M
Net Calls Change
-$608K
Top Buyers
| 1 |
BlackRock
New York
|
+$62M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.9M |
| 3 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$17.8M |
| 4 |
Goldman Sachs
New York
|
+$17.8M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$17.1M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
326
Spire Wealth Management
Mclean,
Virginia
| – | -$3.07K | -42 | Closed |
|
|
IA
327
IFP Advisors
Tampa,
Florida
| – | -$1.46K | -20 | Closed |
|
|
SC
328
Stephens Consulting
Flint,
Michigan
| – | -$1.39K | -19 | Closed |
|
|
BHWM
329
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$1.31K | -18 | Closed |
|
|
WTA
330
Washington Trust Advisors
Wellesley,
Massachusetts
| – | -$1.24K | -17 | Closed |
|
|
AF
331
Advisornet Financial
Minnetonka,
Minnesota
| – | -$1.09K | -15 | Closed |
|
332
Allspring Global Investments
Charlotte,
North Carolina
| – | -$729 | -10 | Closed |
|
|
IC
333
Innealta Capital
Austin,
Texas
| – | -$438 | -6 | Closed |
|
|
TFM
334
TFC Financial Management
Boston,
Massachusetts
| – | -$73 | -1 | Closed |
|