WK icon

Workiva
WK

Overview Fund Activity

305 hedge funds and large institutions have $4.62B invested in Workiva in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 36 closing their positions.

Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
107
Reduced
110
Closed
36
Calls
$19.2M
Puts
$9.22M
Net Calls
+$10M
Net Calls Change
-$8.82M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$191M
2
SC
2
Sculptor Capital
New York
$66.7M
3
BlackRock
3
BlackRock
New York
$381M
4
BCM
4
Brown Capital Management
Maryland
$101M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$26.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.2M
2
PIMC
2
Praesidium Investment Management Company
New York
$38.7M
3
CIP
3
Champlain Investment Partners
Vermont
$117M
4
SAM
4
Silvercrest Asset Management
New York
$1.28M
5
WP
5
Woodline Partners
California
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ClearBridge Investments
26
ClearBridge Investments
New York
$46.4M 456,631 -4,905 -1%
GIM
27
Granahan Investment Management
Massachusetts
$46.1M 453,834 -25,435 -5%
RIM
28
Ranger Investment Management
Texas
$41.4M 407,211 +12,330 +3%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$40.2M 395,128 -445,059 -53%
Charles Schwab
30
Charles Schwab
California
$38.7M 380,802 +9,141 +2%
PIMC
31
Praesidium Investment Management Company
New York
$38.7M 380,290 -268,713 -41%
Deutsche Bank
32
Deutsche Bank
Germany
$38.4M 378,026 +58,535 +18%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$37.4M 368,115 +36,527 +11%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$36.8M 361,808 -19,088 -5%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$36.4M 358,040 +39,515 +12%
AAMU
36
AEGON Asset Management (UK)
United Kingdom
$34.8M 342,291 +28,248 +9%
Bank of America
37
Bank of America
North Carolina
$34.5M 339,402 +25,249 +8%
William Blair Investment Management
38
William Blair Investment Management
Illinois
$34.5M 339,173 +8,112 +2%
UBS Group
39
UBS Group
Switzerland
$30.7M 302,037 +26,304 +10%
TCM
40
TimesSquare Capital Management
New York
$29M 285,639 -38,550 -12%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$27.8M 273,328 -74,177 -21%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$27M 265,497 +4,245 +2%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$26.8M 263,778 +263,778 New
Morgan Stanley
44
Morgan Stanley
New York
$26.6M 261,955 +3,006 +1%
SEI Investments
45
SEI Investments
Pennsylvania
$26.2M 257,680 +87,026 +51%
Millennium Management
46
Millennium Management
New York
$25.1M 247,366 +115,703 +88%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$24.4M 240,052 -10,691 -4%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$22.8M 223,900 +61,400 +38%
RI
49
Redwood Investments
Massachusetts
$19.4M 190,993 +2,949 +2%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$18.3M 180,157 -8,410 -4%
1
2
3 4 5