Workiva
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.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
8% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 36
1% less funds holding
Funds holding: 309 → 305 (-4)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Holders
305
Holding in Top 10
5
Calls
$19.2M
Puts
$9.22M
Top Buyers
| 1 | +$63M | |
| 2 | +$32.1M | |
| 3 | +$30.9M | |
| 4 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$30.7M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$26.8M |
Top Sellers
| 1 | -$45.2M | |
| 2 | -$27.3M | |
| 3 | -$26.3M | |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$18.6M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
-$15.4M |