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Workiva
WK

Overview Fund Activity

299 hedge funds and large institutions have $3.41B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

Holders
299
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
110
Reduced
110
Closed
40
Calls
$6.98M
Puts
$4.52M
Net Calls
+$2.46M
Net Calls Change
+$1.87M

Top Buyers

1
TCM
1
Tensile Capital Management
California
$30.5M
2
JGC
2
J. Goldman & Co
New York
$21.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$260M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$389M
5
BlackRock
5
BlackRock
New York
$309M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$57.9M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$843K
3
DDC
3
DF Dent & Co
Maryland
$27.9M
4
CIP
4
Champlain Investment Partners
Vermont
$80.3M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$5.09M 69,757 +45,215 +184%
Luther King Capital Management (LKCM)
77
Luther King Capital Management (LKCM)
Texas
$4.71M 64,501 -707 -1%
Barclays
78
Barclays
United Kingdom
$4.71M 64,453 -14,427 -18%
AllianceBernstein
79
AllianceBernstein
Tennessee
$4.64M 63,619 -1,771 -3%
FCM
80
Frontier Capital Management
Massachusetts
$4.29M 58,713 +58,713 New
Man Group
81
Man Group
United Kingdom
$4.27M 58,460 -23,790 -29%
OCM
82
Orser Capital Management
Texas
$4.13M 56,633 -2,245 -4%
RJA
83
Raymond James & Associates
Florida
$4.03M 55,170 +3,356 +6%
NC
84
Nicholas Company
Wisconsin
$3.93M 53,833 +53,833 New
TI
85
Trexquant Investment
Connecticut
$3.88M 53,148 +13,621 +34%
ACM
86
Alamar Capital Management
California
$3.68M 50,430 +50,430 New
IMPI
87
Ilmarinen Mutual Pension Insurance
Finland
$3.65M 50,000 – –
Legal & General Group
88
Legal & General Group
United Kingdom
$3.64M 49,838 +1,232 +3%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$3.45M 47,321 -565 -1%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$3.42M 46,886 -3,803 -8%
Stifel Financial
91
Stifel Financial
Missouri
$3.21M 44,033 -7,483 -15%
OIA
92
OneDigital Investment Advisors
Kansas
$2.95M 40,466 -1,182 -3%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$2.88M 39,500 – –
Two Sigma Advisers
94
Two Sigma Advisers
New York
$2.85M 39,100 -34,400 -47%
Holocene Advisors
95
Holocene Advisors
New York
$2.76M 37,774 -19,068 -34%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$2.73M 37,358 +842 +2%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$2.69M 36,848 -94,137 -72%
SFI
98
Susquehanna Fundamental Investments
Pennsylvania
$2.5M 34,293 +34,293 New
AQR Capital Management
99
AQR Capital Management
Connecticut
$2.48M 33,967 -3,223 -9%
KOCAA
100
Knights of Columbus Asset Advisors
Connecticut
$2.47M 33,803 +316 +0.9%
2 3
4
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