Workiva
332 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 25 closing their positions.
226% more call options, than puts
Call options by funds: $26.4M | Put options by funds: $8.1M
112% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 25
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
8% more funds holding
Funds holding: 306 → 332 (+26)
1% more capital invested
Capital invested by funds: $4.62B → $4.69B (+$62.6M)
0.72% more ownership
Funds ownership: 91.79% → 92.51% (+0.72%)
4% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$48.7M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$43.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$41.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$23M |
| 5 |
Lazard Asset Management
New York
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
-$64.6M |
| 2 |
PIMC
Praesidium Investment Management Company
New York
|
-$38.7M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$28.7M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$27.1M |
| 5 |
TCM
Tensile Capital Management
Larkspur,
California
|
-$11.7M |
WK Hedge Fund Activity: Q3 2023 in Review
332 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2023, worth a combined $4.69B — up 1.4% from $4.62B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new WK positions and 25 closed out — a net gain of 28 holders — while 109 added to existing stakes and 114 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $48.7M. The largest seller was Sculptor Capital, cutting an estimated $64.6M.
- 332 institutional investors held Workiva (WK) as of Q3 2023, up from 306 in Q2 2023.
- Funds reported $4.69B of Workiva stock for Q3 2023, up 1.4% quarter-over-quarter.
- 53 funds opened new Workiva positions in Q3 2023 and 25 closed out, a net change of +28 holders.
- The largest Workiva buyer in Q3 2023 was JP Morgan Chase, an estimated $48.7M added.
- The largest Workiva seller in Q3 2023 was Sculptor Capital, an estimated $64.6M sold.
Based on aggregated 13F filings for Q3 2023.