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Workiva
WK

Overview Fund Activity

305 hedge funds and large institutions have $4.62B invested in Workiva in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 36 closing their positions.

Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
107
Reduced
110
Closed
36
Calls
$19.2M
Puts
$9.22M
Net Calls
+$10M
Net Calls Change
-$8.82M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$191M
2
SC
2
Sculptor Capital
New York
$66.7M
3
BlackRock
3
BlackRock
New York
$381M
4
BCM
4
Brown Capital Management
Maryland
$101M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$26.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.2M
2
PIMC
2
Praesidium Investment Management Company
New York
$38.7M
3
CIP
3
Champlain Investment Partners
Vermont
$117M
4
SAM
4
Silvercrest Asset Management
New York
$1.28M
5
WP
5
Woodline Partners
California
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$7.05M 69,345 +1,003 +1%
GIPM
77
G2 Investment Partners Management
New York
$6.83M 67,214 -20,500 -23%
AACP
78
Advantage Alpha Capital Partners
California
$6.81M 66,961 +4,484 +7%
Canada Life
79
Canada Life
Manitoba, Canada
$6.77M 66,549 +8,072 +14%
Luther King Capital Management (LKCM)
80
Luther King Capital Management (LKCM)
Texas
$6.44M 63,340 +3,080 +5%
OCM
81
Orser Capital Management
Texas
$6.34M 62,382 +965 +2%
MAP
82
Moody Aldrich Partners
Massachusetts
$6.14M 60,353 +22,255 +58%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$6.08M 59,770 -1,932 -3%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$6.06M 59,578 +1,230 +2%
AllianceBernstein
85
AllianceBernstein
Tennessee
$5.81M 57,141 +523 +0.9%
ISL
86
Ingalls & Snyder LLC
New York
$5.5M 54,087 -2,589 -5%
UBS AM
87
UBS AM
Illinois
$5.22M 50,980 – –
Stifel Financial
88
Stifel Financial
Missouri
$4.94M 48,635 -768 -2%
Legal & General Group
89
Legal & General Group
United Kingdom
$4.74M 46,620 +1,430 +3%
OIA
90
OneDigital Investment Advisors
Kansas
$4.42M 43,486 +20 +0%
NCGI
91
Next Century Growth Investors
Minnesota
$4.05M 39,855 +14,575 +58%
Allspring Global Investments
92
Allspring Global Investments
North Carolina
$4.05M 39,809 -2,387 -6%
Citigroup
93
Citigroup
New York
$3.93M 38,617 +16,125 +72%
OQS
94
Occudo Quantitative Strategies
Florida
$3.84M 37,822 +37,822 New
TD Asset Management
95
TD Asset Management
Ontario, Canada
$3.65M 35,900 -1,600 -4%
RJA
96
Raymond James & Associates
Florida
$3.64M 35,768 -2,848 -7%
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$3.63M 35,730 +7,589 +27%
Squarepoint
98
Squarepoint
New York
$3.52M 34,616 +26,193 +311%
Man Group
99
Man Group
United Kingdom
$3.48M 34,243 +34,243 New
TI
100
Trexquant Investment
Connecticut
$3.48M 34,189 +34,189 New
2 3
4
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