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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 %
Squarepoint
51
Squarepoint
New York
$17.9M 176,406 +141,790 +410%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$17.6M 173,225 -5,483 -3%
Lazard Asset Management
53
Lazard Asset Management
New York
$15.5M 153,341 +153,341 New
Man Group
54
Man Group
United Kingdom
– – -34,243 Closed
VEPM
55
Vista Equity Partners Management
California
$15.4M 151,519 +30,967 +26%
SBH
56
Segall Bryant & Hamill
Illinois
$14.3M 141,164 -890 -0.6%
Impax Asset Management Group
57
Impax Asset Management Group
United Kingdom
$13.8M 136,086 – –
Federated Hermes
58
Federated Hermes
Pennsylvania
$12.5M 122,951 +10,282 +9%
Bessemer Group
59
Bessemer Group
New Jersey
$12.2M 120,060 +36,792 +44%
Swedbank
60
Swedbank
Sweden
$12.2M 120,000 +50,000 +71%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$11.6M 114,130 +679 +0.6%
CS
62
Credit Suisse
Switzerland
$11.5M 113,042 +2,365 +2%
Axa
63
Axa
France
$11.3M 111,282 -909 -0.8%
Swiss National Bank
64
Swiss National Bank
Switzerland
$11M 108,921 +1,800 +2%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$10.7M 105,110 +2,199 +2%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$9.18M 90,621 +1,888 +2%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$9M 88,776 +74,316 +514%
OAM
68
Oppenheimer Asset Management
New York
$8.77M 86,556 -4,440 -5%
Citadel Advisors
69
Citadel Advisors
Florida
$8.76M 86,433 +86,433 New
EAM
70
EULAV Asset Management
Florida
$7.74M 76,400 – –
KFO
71
Kopp Family Office
Minnesota
$7.74M 76,386 – –
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$7.45M 73,560 +4,215 +6%
WP
73
Woodline Partners
California
$7.23M 71,384 -91,091 -56%
Comerica Bank
74
Comerica Bank
Texas
$7.21M 71,170 +71,170 New
Luther King Capital Management (LKCM)
75
Luther King Capital Management (LKCM)
Texas
$7.03M 69,383 +6,043 +10%
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