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Workiva
WK

Overview Fund Activity

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
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$144M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$69.3M
3
Invesco
3
Invesco
Georgia
$119M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$187M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$15.5M

Top Sellers

1
SC
1
Sculptor Capital
New York
$3.5M
2
PIMC
2
Praesidium Investment Management Company
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$64.5M
4
CIP
4
Champlain Investment Partners
Vermont
$90.3M
5
TCM
5
Tensile Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$42.3M 417,216 +36,414 +10%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$40.7M 402,055 +6,927 +2%
Aberdeen Group
28
Aberdeen Group
United Kingdom
$40.6M 400,701 -84,137 -17%
TCM
29
TimesSquare Capital Management
New York
$40.4M 398,190 +112,551 +39%
Millennium Management
30
Millennium Management
New York
$40.3M 398,158 +150,792 +61%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$40.3M 397,350 +39,310 +11%
RIM
32
Ranger Investment Management
Texas
$39.8M 392,686 -14,525 -4%
ClearBridge Investments
33
ClearBridge Investments
New York
$39.4M 388,518 -68,113 -15%
Deutsche Bank
34
Deutsche Bank
Germany
$38.4M 379,023 +997 +0.3%
William Blair Investment Management
35
William Blair Investment Management
Illinois
$35.9M 354,524 +15,351 +5%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$34.9M 344,393 -23,722 -6%
Bank of America
37
Bank of America
North Carolina
$34.3M 338,616 -786 -0.2%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$31.9M 315,051 -46,757 -13%
UBS Group
39
UBS Group
Switzerland
$30.7M 302,639 +602 +0.2%
SEI Investments
40
SEI Investments
Pennsylvania
$30.7M 302,594 +44,914 +17%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$26.1M 257,229 -16,099 -6%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$24.1M 237,690 +57,533 +32%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$23.6M 232,535 -32,962 -12%
Goldman Sachs
44
Goldman Sachs
New York
$21.2M 209,576 +41,942 +25%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$20.7M 204,442 -35,610 -15%
Morgan Stanley
46
Morgan Stanley
New York
$19.9M 196,032 -65,923 -25%
Two Sigma Investments
47
Two Sigma Investments
New York
$18.5M 182,804 +20,589 +13%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$18.5M 182,400 -41,500 -19%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$18.1M 178,754 +138,945 +349%
RI
50
Redwood Investments
Massachusetts
$18M 177,788 -13,205 -7%
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