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Workiva
WK

Overview Fund Activity

323 hedge funds and large institutions have $4.83B invested in Workiva in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 40 closing their positions.

Holders
323
Holders Change
-8
Holders Change %
-2.42%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
37
Increased
114
Reduced
126
Closed
40
Calls
$17.3M
Puts
$10.4M
Net Calls
+$6.95M
Net Calls Change
-$11.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$247M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.3M
3
BlackRock
3
BlackRock
New York
$411M
4
BCM
4
Brown Capital Management
Maryland
$129M
5
Man Group
5
Man Group
United Kingdom
$11.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$101M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$267K
3
RI
3
Redwood Investments
Massachusetts
$2.98M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$5.43M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
76
Luther King Capital Management (LKCM)
Texas
$6.75M -$298K -2,936 -4%
Canada Life
77
Canada Life
Manitoba, Canada
$6.72M -$16.3K -161 -0.2%
AllianceBernstein
78
AllianceBernstein
Tennessee
$6.29M +$491K +4,834 +8%
UE
79
Unisphere Establishment
Liechtenstein
$6.14M +$6.14M +60,500 New
OCM
80
Orser Capital Management
Texas
$5.91M -$419K -4,130 -7%
UBS AM
81
UBS AM
Illinois
$5.68M +$168K +1,653 +3%
Two Sigma Investments
82
Two Sigma Investments
New York
$5.43M -$13.1M -129,365 -71%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$5.11M -$434K -4,272 -8%
ISL
84
Ingalls & Snyder LLC
New York
$5.06M +$44.5K +438 +0.9%
Stifel Financial
85
Stifel Financial
Missouri
$4.95M -$86.4K -851 -2%
OQS
86
Occudo Quantitative Strategies
Florida
$4.88M +$4.88M +48,063 New
Legal & General Group
87
Legal & General Group
United Kingdom
$4.88M -$9.65K -95 -0.2%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$4.86M +$2.89M +28,429 +146%
NCGI
89
Next Century Growth Investors
Minnesota
$4.69M +$639K +6,296 +16%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$4.68M -$395K -3,894 -8%
MAP
91
Moody Aldrich Partners
Massachusetts
$4.59M -$1.75M -17,281 -28%
OIA
92
OneDigital Investment Advisors
Kansas
$4.54M +$141K +1,385 +3%
KOCAA
93
Knights of Columbus Asset Advisors
Connecticut
$4.41M +$2.29M +22,553 +108%
N
94
Numerai
California
$4.29M -$2.22M -21,827 -34%
TI
95
Trexquant Investment
Connecticut
$4.28M -$1.86M -18,363 -30%
FCM
96
Frontier Capital Management
Massachusetts
$4.18M -$384K -3,785 -8%
Citadel Advisors
97
Citadel Advisors
Florida
$4.16M -$4.61M -45,431 -53%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$3.9M -$5.12M -50,393 -57%
RA
99
Royce & Associates
New York
$3.82M -$121K -1,190 -3%
CM
100
Crestline Management
Texas
$3.79M +$3.79M +37,358 New
2 3
4
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