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Workiva
WK

Overview Fund Activity

270 hedge funds and large institutions have $3.75B invested in Workiva in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 101 reducing their positions, and 37 closing their positions.

Holders
270
Holders Change
+9
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
93
Reduced
101
Closed
37
Calls
$30.1M
Puts
$1.7M
Net Calls
+$28.4M
Net Calls Change
+$26.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
BCM
2
Brown Capital Management
Maryland
$22.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$385M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.3M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$167M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$13M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$59.7M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$59.8M
4
BlackRock
4
BlackRock
New York
$292M
5
PIMC
5
Praesidium Investment Management Company
New York
$87.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$5.6M 66,731 +5,857 +10%
OCM
77
Orser Capital Management
Texas
$5.11M 60,887 -630 -1%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$4.96M 59,088 +869 +1%
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
$4.94M 58,772 +511 +0.9%
AllianceBernstein
80
AllianceBernstein
Tennessee
$4.83M 57,505 +5,933 +12%
ISL
81
Ingalls & Snyder LLC
New York
$4.72M 56,158 -284 -0.5%
GKFF
82
George Kaiser Family Foundation
Oklahoma
$4.43M 52,721 – –
UBS AM
83
UBS AM
Illinois
$3.91M 46,542 +1,940 +4%
Stifel Financial
84
Stifel Financial
Missouri
$3.84M 45,678 -5,837 -11%
MAP
85
Moody Aldrich Partners
Massachusetts
$3.76M 44,821 -19,194 -30%
OIA
86
OneDigital Investment Advisors
Kansas
$3.69M 43,915 -12 -0%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$3.62M 43,100 +4,840 +13%
Legal & General Group
88
Legal & General Group
United Kingdom
$3.48M 41,416 +2,116 +5%
Man Group
89
Man Group
United Kingdom
$3.12M 37,131 -9,847 -21%
Connor, Clark & Lunn Investment Management (CC&L)
90
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.06M 36,425 +1,493 +4%
RSS
91
Rosenblum Silverman Sutton
California
$3.06M 36,417 -4,290 -11%
ACM
92
Alamar Capital Management
California
$3.03M 36,028 -1,022 -3%
RJA
93
Raymond James & Associates
Florida
$3.01M 35,825 -1,991 -5%
Millennium Management
94
Millennium Management
New York
$2.97M 35,403 -532 -1%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$2.94M 35,000 +35,000 New
Jane Street
96
Jane Street
New York
$2.89M 34,369 +31,571 +1,128%
HighTower Advisors
97
HighTower Advisors
Illinois
$2.77M 32,865 -2,785 -8%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$2.74M 32,576 +28,237 +651%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$2.53M 30,161 -3,168 -10%
LIP
100
Liontrust Investment Partners
United Kingdom
$2.52M 30,000 – –
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4
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