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Workiva
WK

Overview Fund Activity

323 hedge funds and large institutions have $4.83B invested in Workiva in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 40 closing their positions.

Holders
323
Holders Change
-8
Holders Change %
-2.42%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
37
Increased
114
Reduced
126
Closed
40
Calls
$17.3M
Puts
$10.4M
Net Calls
+$6.95M
Net Calls Change
-$11.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$247M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.3M
3
BlackRock
3
BlackRock
New York
$411M
4
BCM
4
Brown Capital Management
Maryland
$129M
5
Man Group
5
Man Group
United Kingdom
$11.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$101M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$267K
3
RI
3
Redwood Investments
Massachusetts
$2.98M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$5.43M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
51
Allspring Global Investments
North Carolina
$16M -$2.16M -21,321 -12%
Wellington Management Group
52
Wellington Management Group
Massachusetts
$15.9M -$4.84M -47,697 -23%
SBH
53
Segall Bryant & Hamill
Illinois
$14.3M -$56K -552 -0.4%
Impax Asset Management Group
54
Impax Asset Management Group
United Kingdom
$13.8M – – –
Two Sigma Advisers
55
Two Sigma Advisers
New York
$12.3M -$6.17M -60,800 -33%
Swedbank
56
Swedbank
Sweden
$12.1M -$102K -1,000 -0.8%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$11.9M +$10.2M +100,798 +619%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$11.9M +$1.19M +11,694 +11%
Man Group
59
Man Group
United Kingdom
$11.5M +$11.5M +113,267 New
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$11.3M +$5.41M +53,300 +91%
Federated Hermes
61
Federated Hermes
Pennsylvania
$11.1M -$1.36M -13,406 -11%
CS
62
Credit Suisse
Switzerland
$10.7M -$787K -7,750 -7%
Axa
63
Axa
France
$10.7M -$626K -6,165 -6%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$9.68M -$1.91M -18,775 -16%
Swiss National Bank
65
Swiss National Bank
Switzerland
$9.46M -$1.59M -15,700 -14%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$9.02M -$177K -1,748 -2%
Barclays
67
Barclays
United Kingdom
$8.95M +$7.11M +70,054 +388%
Jane Street
68
Jane Street
New York
$8.82M +$7.4M +72,857 +519%
OAM
69
Oppenheimer Asset Management
New York
$8.6M -$185K -1,818 -2%
EAM
70
EULAV Asset Management
Florida
$7.76M – – –
KFO
71
Kopp Family Office
Minnesota
$7.76M – – –
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$7.44M -$28.5K -281 -0.4%
Comerica Bank
73
Comerica Bank
Texas
$7.21M -$11.6K -114 -0.2%
AACP
74
Advantage Alpha Capital Partners
California
$7.05M +$3.14M +30,913 +80%
BMSSC
75
B. Metzler seel. Sohn & Co
Germany
$6.8M +$1.42M +14,000 +26%
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