Workiva
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.
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 |
1
JPMorgan Chase & Co
New York
|
$144M |
| 2 |
2
Loomis, Sayles & Company
Boston,
Massachusetts
|
$69.3M |
| 3 |
3
Invesco
Atlanta,
Georgia
|
$119M |
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
|
$187M |
| 5 |
5
Lazard Asset Management
New York
|
$15.5M |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FC
351
FORA Capital
Miami,
Florida
| – | – | -2,499 | Closed |
|
|
PI
352
PineBridge Investments
New York
| – | – | -960 | Closed |
|
|
EC
353
Elequin Capital
New York
| – | – | -160 | Closed |
|
|
DI
354
Disciplined Investments
Tulsa,
Oklahoma
| – | – | -2 | Closed |
|
|
PI
355
PEAK6 Investments
Chicago,
Illinois
| – | – | – | – |
|
356
Walleye Capital
New York
| – | – | – | – |
|
|
FLC
357
Fifth Lane Capital
Austin,
Texas
| – | – | – | – |
|
|
SFG
358
Steward Financial Group
Colleyville,
Texas
| $0 | 8 | +8 | New |
|