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Workiva
WK

Overview Fund Activity

309 hedge funds and large institutions have $4.61B invested in Workiva in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 100 increasing their positions, 104 reducing their positions, and 17 closing their positions.

Holders
309
Holders Change
+39
Holders Change %
+14.44%
% of All Funds
4.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
62
Increased
100
Reduced
104
Closed
17
Calls
$23.5M
Puts
$4.71M
Net Calls
+$18.8M
Net Calls Change
-$9.6M

Top Buyers

1
BCM
1
Brown Capital Management
Maryland
$70.7M
2
SC
2
Sculptor Capital
New York
$34.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$179M
4
WP
4
Woodline Partners
California
$32.1M
5
Macquarie Group
5
Macquarie Group
Australia
$129M

Top Sellers

1
PIMC
1
Praesidium Investment Management Company
New York
$66.5M
2
Brown Advisory
2
Brown Advisory
Maryland
$138M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$171M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$47.3M
5
RP
5
Riverbridge Partners
Minnesota
$206M
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
26
Granahan Investment Management
Massachusetts
$49.1M 479,269 -88,739 -16%
ClearBridge Investments
27
ClearBridge Investments
New York
$47.3M 461,536 -259,865 -36%
Norges Bank
28
Norges Bank
Norway
$47M 458,983 +38,032 +9%
RIM
29
Ranger Investment Management
Texas
$40.4M 394,881 +23,175 +6%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$39M 380,896 +658 +0.2%
Charles Schwab
31
Charles Schwab
California
$38.1M 371,661 +901 +0.2%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$35.6M 347,505 +4,330 +1%
SC
33
Sculptor Capital
New York
$34.9M 340,300 +340,300 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$34M 331,588 -33,229 -9%
William Blair Investment Management
35
William Blair Investment Management
Illinois
$33.9M 331,061 +145,535 +78%
TCM
36
TimesSquare Capital Management
New York
$33.2M 324,189 -154,484 -32%
Deutsche Bank
37
Deutsche Bank
Germany
$32.7M 319,491 +148,857 +87%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$32.6M 318,525 +37,662 +13%
AAMU
39
AEGON Asset Management (UK)
United Kingdom
$32.2M 314,043 -38,107 -11%
Bank of America
40
Bank of America
North Carolina
$32.2M 314,153 -1,065 -0.3%
WP
41
Woodline Partners
California
$32.1M 313,920 +307,998 +5,201%
UBS Group
42
UBS Group
Switzerland
$28.2M 275,733 +7,485 +3%
Goldman Sachs
43
Goldman Sachs
New York
$27.8M 271,151 +92,165 +51%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$26.8M 261,252 -52,193 -17%
Morgan Stanley
45
Morgan Stanley
New York
$26.5M 258,949 +28,211 +12%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$25.7M 250,743 +16,206 +7%
SAM
47
Silvercrest Asset Management
New York
$20.1M 196,004 -72,982 -27%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$19.3M 188,567 -8,870 -4%
RI
49
Redwood Investments
Massachusetts
$19.3M 188,044 +1,048 +0.6%
SEI Investments
50
SEI Investments
Pennsylvania
$17.5M 170,654 +23,442 +16%
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