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.

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
Name Market Value Shares Shares
Change
Shares
Change %
TPCW
351
TD Private Client Wealth
New York
-52 Closed
BTI
352
Blue Trust Inc
Georgia
-17 Closed
GWS
353
Glassman Wealth Services
Virginia
-7 Closed
JWA
354
JFS Wealth Advisors
Pennsylvania
-5 Closed
SIC
355
SJS Investment Consulting
Ohio
-2 Closed
Walleye Capital
356
Walleye Capital
New York