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Workiva
WK

Overview Fund Activity

331 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 24 closing their positions.

Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
109
Reduced
114
Closed
24
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$144M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$69.3M
3
Invesco
3
Invesco
Georgia
$119M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$187M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$15.5M

Top Sellers

1
SC
1
Sculptor Capital
New York
$3.5M
2
PIMC
2
Praesidium Investment Management Company
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$64.5M
4
CIP
4
Champlain Investment Partners
Vermont
$90.3M
5
TCM
5
Tensile Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$6.73M 66,483 -66 -0.1%
N
77
Numerai
California
$6.5M 64,100 -12,340 -16%
MAP
78
Moody Aldrich Partners
Massachusetts
$6.34M 62,528 +2,175 +4%
OCM
79
Orser Capital Management
Texas
$6.32M 62,382 – –
TI
80
Trexquant Investment
Connecticut
$6.13M 60,533 +26,344 +77%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$5.9M 58,268 -1,502 -3%
AllianceBernstein
82
AllianceBernstein
Tennessee
$5.79M 57,092 -49 -0.1%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$5.53M 54,611 -4,967 -8%
UBS AM
84
UBS AM
Illinois
$5.5M 54,266 +3,286 +6%
BMSSC
85
B. Metzler seel. Sohn & Co
Germany
$5.37M 53,000 +53,000 New
GIPM
86
G2 Investment Partners Management
New York
$5.24M 51,714 -15,500 -23%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$5.07M 49,999 +20,516 +70%
Stifel Financial
88
Stifel Financial
Missouri
$5.02M 49,570 +935 +2%
ISL
89
Ingalls & Snyder LLC
New York
$5.01M 49,440 -4,647 -9%
Legal & General Group
90
Legal & General Group
United Kingdom
$4.88M 48,148 +1,528 +3%
FCM
91
Frontier Capital Management
Massachusetts
$4.56M 44,957 -41,243 -48%
OIA
92
OneDigital Investment Advisors
Kansas
$4.39M 43,366 -120 -0.3%
LCG
93
Lisanti Capital Growth
New York
$4.28M 42,255 +42,255 New
CSS
94
Cubist Systematic Strategies
Connecticut
$4.24M 41,853 +41,853 New
NCGI
95
Next Century Growth Investors
Minnesota
$4.04M 39,899 +44 +0.1%
RA
96
Royce & Associates
New York
$3.93M 38,787 -49,518 -56%
AACP
97
Advantage Alpha Capital Partners
California
$3.91M 38,553 -28,408 -42%
Point72 Asset Management
98
Point72 Asset Management
Connecticut
$3.75M 37,046 +37,046 New
HIM
99
Hillsdale Investment Management
Ontario, Canada
$3.7M 36,560 +36,525 +104,357%
TD Asset Management
100
TD Asset Management
Ontario, Canada
$3.64M 35,900 – –
2 3
4
5 6