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Workiva
WK

Overview Fund Activity

291 hedge funds and large institutions have $3.6B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 124 reducing their positions, and 41 closing their positions.

Holders
291
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
90
Reduced
124
Closed
41
Calls
$6.53M
Puts
$4.68M
Net Calls
+$1.85M
Net Calls Change
-$608K

Top Buyers

1
BlackRock
1
BlackRock
New York
$401M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$453M
3
RIM
3
Ranger Investment Management
Texas
$39.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$31.6M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$18M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Brown Advisory
2
Brown Advisory
Maryland
$51.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$17.4M
4
DDC
4
DF Dent & Co
Maryland
$5.54M
5
Bessemer Group
5
Bessemer Group
New Jersey
$94K
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
76
Mirabella Financial Services
United Kingdom
$5.56M 72,302 +60,553 +515%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$5.54M 70,011 -4,649 -6%
DDC
78
DF Dent & Co
Maryland
$5.54M 69,964 -312,733 -82%
NC
79
Nicholas Company
Wisconsin
$5.34M 67,533 +13,700 +25%
Luther King Capital Management (LKCM)
80
Luther King Capital Management (LKCM)
Texas
$5.27M 66,580 +2,079 +3%
Federated Hermes
81
Federated Hermes
Pennsylvania
$4.6M 58,119 -14,934 -20%
Allianz Asset Management
82
Allianz Asset Management
Germany
$4.58M 57,857 +57,857 New
OCM
83
Orser Capital Management
Texas
$4.34M 54,908 -1,725 -3%
AQR Capital Management
84
AQR Capital Management
Connecticut
$4.34M 54,875 +20,908 +62%
MOACM
85
Mutual of America Capital Management
New York
$4.28M 54,059 +31,421 +139%
Squarepoint
86
Squarepoint
New York
$4.27M 54,020 -64,086 -54%
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$4.22M 53,331 +53,113 +24,364%
RJA
88
Raymond James & Associates
Florida
$4.17M 52,656 -2,514 -5%
Legal & General Group
89
Legal & General Group
United Kingdom
$4.01M 50,721 +883 +2%
ACM
90
Alamar Capital Management
California
$3.98M 50,340 -90 -0.2%
IMPI
91
Ilmarinen Mutual Pension Insurance
Finland
$3.96M 50,000 – –
TI
92
Trexquant Investment
Connecticut
$3.73M 47,099 -6,049 -11%
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$3.64M 45,964 -1,357 -3%
TD Asset Management
94
TD Asset Management
Ontario, Canada
$3.57M 44,300 +4,800 +12%
CM
95
Crestline Management
Texas
$3.48M 43,954 +43,954 New
Stifel Financial
96
Stifel Financial
Missouri
$3.39M 42,868 -1,165 -3%
OIA
97
OneDigital Investment Advisors
Kansas
$3.17M 40,107 -359 -0.9%
Jane Street
98
Jane Street
New York
$2.92M 36,906 -56,756 -61%
Holocene Advisors
99
Holocene Advisors
New York
$2.75M 34,791 -2,983 -8%
KOCAA
100
Knights of Columbus Asset Advisors
Connecticut
$2.49M 31,424 -2,379 -7%
2 3
4
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