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Workiva
WK

332 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $8.1M

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

8% more funds holding

Funds holding: 306 → 332 (+26)

1% more capital invested

Capital invested by funds: $4.62B → $4.69B (+$62.6M)

0.72% more ownership

Funds ownership: 91.79% → 92.51% (+0.72%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

Holders
332
Holders Change
+26
Holders Change %
+8.5%
% of All Funds
5.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
53
Increased
109
Reduced
114
Closed
25
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$48.7M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$43.6M
3
Invesco
Invesco
Georgia
+$41.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23M
5
Lazard Asset Management
Lazard Asset Management
New York
+$15.9M

Top Sellers

1
SC
Sculptor Capital
New York
-$64.6M
2
PIMC
Praesidium Investment Management Company
New York
-$38.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.7M
4
CIP
Champlain Investment Partners
Vermont
-$27.1M
5
TCM
Tensile Capital Management
California
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$6.73M -$6.86K -66 -0.1%
N
77
Numerai
California
$6.5M -$1.28M -12,340 -16%
MAP
78
Moody Aldrich Partners
Massachusetts
$6.34M +$226K +2,175 +4%
OCM
79
Orser Capital Management
Texas
$6.32M – – –
TI
80
Trexquant Investment
Connecticut
$6.13M +$2.74M +26,344 +77%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$5.9M -$156K -1,502 -3%
AllianceBernstein
82
AllianceBernstein
Tennessee
$5.79M -$5.09K -49 -0.1%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$5.53M -$516K -4,967 -8%
UBS AM
84
UBS AM
Illinois
$5.5M +$342K +3,286 +6%
BMSSC
85
B. Metzler seel. Sohn & Co
Germany
$5.37M +$5.51M +53,000 New
GIPM
86
G2 Investment Partners Management
New York
$5.24M -$1.61M -15,500 -23%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$5.07M +$2.13M +20,516 +70%
Stifel Financial
88
Stifel Financial
Missouri
$5.02M +$97.2K +935 +2%
ISL
89
Ingalls & Snyder LLC
New York
$5.01M -$483K -4,647 -9%
Legal & General Group
90
Legal & General Group
United Kingdom
$4.88M +$159K +1,528 +3%
FCM
91
Frontier Capital Management
Massachusetts
$4.56M -$4.29M -41,243 -48%
OIA
92
OneDigital Investment Advisors
Kansas
$4.39M -$12.5K -120 -0.3%
LCG
93
Lisanti Capital Growth
New York
$4.28M +$4.39M +42,255 New
CSS
94
Cubist Systematic Strategies
Connecticut
$4.24M +$4.35M +41,853 New
NCGI
95
Next Century Growth Investors
Minnesota
$4.04M +$4.57K +44 +0.1%
RA
96
Royce & Associates
New York
$3.93M -$5.15M -49,518 -56%
AACP
97
Advantage Alpha Capital Partners
California
$3.91M -$2.95M -28,408 -42%
Point72 Asset Management
98
Point72 Asset Management
Connecticut
$3.75M +$3.85M +37,046 New
HIM
99
Hillsdale Investment Management
Ontario, Canada
$3.7M +$3.8M +36,525 +104,357%
TD Asset Management
100
TD Asset Management
Ontario, Canada
$3.64M – – –
2 3
4
5 6

WK Hedge Fund Activity: Q3 2023 in Review

332 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2023, worth a combined $4.69B — up 1.4% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WK positions and 25 closed out — a net gain of 28 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $48.7M. The largest seller was Sculptor Capital, cutting an estimated $64.6M.

  • 332 institutional investors held Workiva (WK) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $4.69B of Workiva stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 53 funds opened new Workiva positions in Q3 2023 and 25 closed out, a net change of +28 holders.
  • The largest Workiva buyer in Q3 2023 was JP Morgan Chase, an estimated $48.7M added.
  • The largest Workiva seller in Q3 2023 was Sculptor Capital, an estimated $64.6M sold.

Based on aggregated 13F filings for Q3 2023.