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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 %
Natixis Advisors
51
Natixis Advisors
Massachusetts
$17.5M 170,450 -63,420 -27%
CS
52
Credit Suisse
Switzerland
$17M 165,536 +14,341 +9%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$16.6M 162,500 +9,000 +6%
SBH
54
Segall Bryant & Hamill
Illinois
$14.5M 141,405 +1,749 +1%
Citadel Advisors
55
Citadel Advisors
Florida
$14.1M 137,248 +39,620 +41%
Impax Asset Management Group
56
Impax Asset Management Group
United Kingdom
$13.9M 136,086 -22,500 -14%
Millennium Management
57
Millennium Management
New York
$13.5M 131,663 +96,260 +272%
Axa
58
Axa
France
$12.4M 121,134 – –
Russell Investments Group
59
Russell Investments Group
United Kingdom
$12.3M 120,083 +27,190 +29%
VEPM
60
Vista Equity Partners Management
California
$12.3M 119,859 +49,427 +70%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$11.9M 115,806 +7,235 +7%
TCM
62
Tensile Capital Management
California
$11.8M 115,000 +115,000 New
Federated Hermes
63
Federated Hermes
Pennsylvania
$11.6M 112,961 +2,278 +2%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$10.8M 105,050 -13,795 -12%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$10.7M 106,312 -69,627 -40%
SW
66
SVB Wealth
Massachusetts
$10.3M 100,896 +11 +0%
Swiss National Bank
67
Swiss National Bank
Switzerland
$10.2M 99,821 -11,300 -10%
OAM
68
Oppenheimer Asset Management
New York
$9.49M 92,643 +595 +0.6%
GIPM
69
G2 Investment Partners Management
New York
$8.98M 87,714 -6,286 -7%
FCM
70
Frontier Capital Management
Massachusetts
$8.87M 86,603 -55,410 -39%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$8.64M 84,343 -10,123 -11%
Two Sigma Investments
72
Two Sigma Investments
New York
$7.94M 77,529 +77,529 New
EAM
73
EULAV Asset Management
Florida
$7.82M 76,400 – –
Bessemer Group
74
Bessemer Group
New Jersey
$7.58M 73,972 +3,269 +5%
Jane Street
75
Jane Street
New York
$7.22M 70,530 +36,161 +105%
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