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Workiva
WK

Overview Fund Activity

309 hedge funds and large institutions have $4.61B invested in Workiva in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 100 increasing their positions, 104 reducing their positions, and 17 closing their positions.

Holders
309
Holders Change
+39
Holders Change %
+14.44%
% of All Funds
4.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
62
Increased
100
Reduced
104
Closed
17
Calls
$23.5M
Puts
$4.71M
Net Calls
+$18.8M
Net Calls Change
-$9.6M

Top Buyers

1
BCM
1
Brown Capital Management
Maryland
$70.7M
2
SC
2
Sculptor Capital
New York
$34.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$179M
4
WP
4
Woodline Partners
California
$32.1M
5
Macquarie Group
5
Macquarie Group
Australia
$129M

Top Sellers

1
PIMC
1
Praesidium Investment Management Company
New York
$66.5M
2
Brown Advisory
2
Brown Advisory
Maryland
$138M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$171M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$47.3M
5
RP
5
Riverbridge Partners
Minnesota
$206M
Name Market Value Shares Shares
Change 		Shares
Change %
Swedbank
76
Swedbank
Sweden
$7.17M 70,000 +70,000 New
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$7M 68,342 +1,611 +2%
AACP
78
Advantage Alpha Capital Partners
California
$6.4M 62,477 -46,374 -43%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$6.32M 61,702 -7,336 -11%
OCM
80
Orser Capital Management
Texas
$6.29M 61,417 +530 +0.9%
Luther King Capital Management (LKCM)
81
Luther King Capital Management (LKCM)
Texas
$6.17M 60,260 +1,488 +3%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$6.06M 59,194 +45,844 +343%
Canada Life
83
Canada Life
Manitoba, Canada
$6M 58,477 -23,765 -29%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$5.98M 58,348 -740 -1%
ISL
85
Ingalls & Snyder LLC
New York
$5.8M 56,676 +518 +0.9%
AllianceBernstein
86
AllianceBernstein
Tennessee
$5.8M 56,618 -887 -2%
UBS AM
87
UBS AM
Illinois
$5.22M 50,980 +4,438 +10%
Stifel Financial
88
Stifel Financial
Missouri
$5.06M 49,403 +3,725 +8%
Legal & General Group
89
Legal & General Group
United Kingdom
$4.63M 45,190 +3,774 +9%
KFO
90
Kopp Family Office
Minnesota
$4.53M 44,207 +22,518 +104%
OIA
91
OneDigital Investment Advisors
Kansas
$4.45M 43,466 -449 -1%
RA
92
Royce & Associates
New York
$4.38M 42,770 +42,770 New
Allspring Global Investments
93
Allspring Global Investments
North Carolina
$4.32M 42,196 -112,538 -73%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$4.21M 41,104 +21,427 +109%
RJA
95
Raymond James & Associates
Florida
$3.95M 38,616 +2,791 +8%
MAP
96
Moody Aldrich Partners
Massachusetts
$3.9M 38,098 -6,723 -15%
Barclays
97
Barclays
United Kingdom
$3.89M 37,992 +10,315 +37%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$3.84M 37,500 -5,600 -13%
ACM
99
Alamar Capital Management
California
$3.69M 35,994 -34 -0.1%
GKFF
100
George Kaiser Family Foundation
Oklahoma
$3.53M 34,464 -18,257 -35%
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4
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