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Workiva
WK

Overview Fund Activity

261 hedge funds and large institutions have $3.41B invested in Workiva in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 75 reducing their positions, and 31 closing their positions.

Holders
261
Holders Change
+11
Holders Change %
+4.4%
% of All Funds
4.51%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
46
Increased
110
Reduced
75
Closed
31
Calls
$5.05M
Puts
$3.49M
Net Calls
+$1.56M
Net Calls Change
+$35K

Top Buyers

1
RP
1
Riverbridge Partners
Minnesota
$174M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$45.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$70.6M
4
CIP
4
Champlain Investment Partners
Vermont
$122M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$102M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$69.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$14.3M
3
Ameriprise
3
Ameriprise
Minnesota
$114M
4
Invesco
4
Invesco
Georgia
$56.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
76
Luther King Capital Management (LKCM)
Texas
$4.53M 58,261 +16,746 +40%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$4.53M 58,219 -1,185 -2%
ISL
78
Ingalls & Snyder LLC
New York
$4.39M 56,442 -34 -0.1%
GKFF
79
George Kaiser Family Foundation
Oklahoma
$4.1M 52,721 +1,947 +4%
AllianceBernstein
80
AllianceBernstein
Tennessee
$4.01M 51,572 -3,266 -6%
Stifel Financial
81
Stifel Financial
Missouri
$4.01M 51,515 +18,207 +55%
Man Group
82
Man Group
United Kingdom
$3.66M 46,978 +46,978 New
EVM
83
Eaton Vance Management
Massachusetts
$3.52M 45,300 – –
UBS AM
84
UBS AM
Illinois
$3.47M 44,602 -10,897 -20%
OIA
85
OneDigital Investment Advisors
Kansas
$3.42M 43,927 +430 +1%
RSS
86
Rosenblum Silverman Sutton
California
$3.17M 40,707 -1,537 -4%
Citadel Advisors
87
Citadel Advisors
Florida
$3.13M 40,279 +23,968 +147%
Legal & General Group
88
Legal & General Group
United Kingdom
$3.06M 39,300 +521 +1%
OQS
89
Occudo Quantitative Strategies
Florida
$2.95M 37,902 -10,075 -21%
RJA
90
Raymond James & Associates
Florida
$2.94M 37,816 -125 -0.3%
TD Asset Management
91
TD Asset Management
Ontario, Canada
$2.94M 38,260 +1,694 +5%
ACM
92
Alamar Capital Management
California
$2.88M 37,050 +8,238 +29%
Millennium Management
93
Millennium Management
New York
$2.8M 35,935 +35,935 New
HighTower Advisors
94
HighTower Advisors
Illinois
$2.78M 35,650 -309 -0.9%
Connor, Clark & Lunn Investment Management (CC&L)
95
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.72M 34,932 +25,133 +256%
US Bancorp
96
US Bancorp
Minnesota
$2.63M 33,813 +33 +0.1%
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$2.59M 33,329 – –
VI
98
Vestcor Inc
New Brunswick, Canada
$2.57M 33,000 +33,000 New
SSA
99
Schonfeld Strategic Advisors
New York
$2.51M 32,200 +5,168 +19%
WHP
100
Washington Harbour Partners
Virginia
$2.44M 31,388 +31,388 New
2 3
4
5 6