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Workiva
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Overview Fund Activity

301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.

Holders
301
Holders Change
-22
Holders Change %
-6.81%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
111
Reduced
122
Closed
54
Calls
$7.88M
Puts
$7.28M
Net Calls
+$594K
Net Calls Change
-$6.35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$282M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$140M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$98M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$440M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
BCM
3
Brown Capital Management
Maryland
$89.4M
4
VEPM
4
Vista Equity Partners Management
California
$0
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$16.1M
Name Market Value Shares Shares
Change 		Shares
Change %
ISL
76
Ingalls & Snyder LLC
New York
$6M 70,740 +20,862 +42%
Wellington Management Group
77
Wellington Management Group
Massachusetts
$5.74M 67,735 -89,010 -57%
AllianceBernstein
78
AllianceBernstein
Tennessee
$5.55M 65,390 +3,464 +6%
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
$5.53M 65,208 -1,239 -2%
AACP
80
Advantage Alpha Capital Partners
California
$5.45M 64,233 -5,233 -8%
UBS AM
81
UBS AM
Illinois
$5.39M 63,598 +7,679 +14%
EGM
82
Engineers Gate Manager
New York
$5.38M 63,456 +38,763 +157%
OCM
83
Orser Capital Management
Texas
$4.99M 58,878 +626 +1%
Holocene Advisors
84
Holocene Advisors
New York
$4.82M 56,842 +46,183 +433%
Point72 Asset Management
85
Point72 Asset Management
Connecticut
$4.47M 52,706 +52,706 New
RJA
86
Raymond James & Associates
Florida
$4.39M 51,814 +16,738 +48%
Stifel Financial
87
Stifel Financial
Missouri
$4.37M 51,516 +2,797 +6%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$4.3M 50,689 +4,584 +10%
IMPI
89
Ilmarinen Mutual Pension Insurance
Finland
$4.24M 50,000 +50,000 New
Legal & General Group
90
Legal & General Group
United Kingdom
$4.12M 48,606 +553 +1%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$4.06M 47,886 -2,453 -5%
NCGI
92
Next Century Growth Investors
Minnesota
$4.06M 47,845 +1,650 +4%
BC
93
Burney Company
Virginia
$3.68M 43,373 +43,373 New
MAP
94
Moody Aldrich Partners
Massachusetts
$3.54M 41,733 -3,514 -8%
OIA
95
OneDigital Investment Advisors
Kansas
$3.53M 41,648 -3,103 -7%
TI
96
Trexquant Investment
Connecticut
$3.35M 39,527 -2,643 -6%
TD Asset Management
97
TD Asset Management
Ontario, Canada
$3.35M 39,500 +3,600 +10%
SI
98
SQN Investors
California
$3.33M 39,300 +39,300 New
AQR Capital Management
99
AQR Capital Management
Connecticut
$3.15M 37,190 +1,175 +3%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$3.1M 36,516 -1,867 -5%
2 3
4
5 6