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Workiva
303 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.
New
Increased
Maintained
Reduced
Closed
8% more call options, than puts
Call options by funds: $7.88M | Put options by funds: $7.28M
9% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 122
1.48% less ownership
Funds ownership: 94.84% → 93.36% (-1.5%)
6% less funds holding
Funds holding: 324 → 303 (-21)
17% less capital invested
Capital invested by funds: $4.83B → $4.03B (-$800M)
35% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 54
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Holders
303
Holders Change
-21
Holders Change %
-6.48%
% 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
35
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
Boston,
Massachusetts
|
+$80.5M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$44.4M |
| 3 |
JP Morgan Chase
New York
|
+$19.6M |
| 4 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$18.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.3M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$86.9M |
| 2 |
Morgan Stanley
New York
|
-$21.1M |
| 3 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$19.5M |
| 4 |
VEPM
Vista Equity Partners Management
San Francisco,
California
|
-$18.2M |
| 5 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
-$15.3M |
