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Workiva
WK

Overview Fund Activity

261 hedge funds and large institutions have $3.41B invested in Workiva in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 75 reducing their positions, and 31 closing their positions.

Holders
261
Holders Change
+11
Holders Change %
+4.4%
% of All Funds
4.51%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
46
Increased
110
Reduced
75
Closed
31
Calls
$5.05M
Puts
$3.49M
Net Calls
+$1.56M
Net Calls Change
+$35K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$137M
2
RP
2
Riverbridge Partners
Minnesota
$174M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$45.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$70.6M
5
CIP
5
Champlain Investment Partners
Vermont
$122M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$69.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$14.3M
3
Ameriprise
3
Ameriprise
Minnesota
$114M
4
Invesco
4
Invesco
Georgia
$56.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
LIP
101
Liontrust Investment Partners
United Kingdom
$2.33M 30,000 – –
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$2.31M 29,683 +16,323 +122%
WCA
103
Whetstone Capital Advisors
Kansas
$2.21M 28,388 +28,388 New
Citigroup
104
Citigroup
New York
$2.21M 28,358 -3,526 -11%
MIM
105
MetLife Investment Management
New Jersey
$2M 25,767 +996 +4%
DWT
106
Dorsey & Whitney Trust
South Dakota
$1.95M 25,037 +7,862 +46%
BPC
107
Banque Pictet & Cie
Switzerland
$1.95M 25,000 – –
Barclays
108
Barclays
United Kingdom
$1.83M 23,450 +9,354 +66%
AIG
109
American International Group
New York
$1.76M 22,637 +319 +1%
KOCAA
110
Knights of Columbus Asset Advisors
Connecticut
$1.65M 21,165 +2,495 +13%
WMSA
111
Weiss Multi-Strategy Advisers
New York
$1.56M 20,000 +20,000 New
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$1.55M 19,915 +7,582 +61%
E
113
Ergoteles
New York
$1.53M 19,651 +19,651 New
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.48M 18,976 -422 -2%
JF
115
Jump Financial
Illinois
$1.42M 18,297 -6,508 -26%
Tudor Investment Corp
116
Tudor Investment Corp
Connecticut
$1.41M 18,057 +18,057 New
PAM
117
Panagora Asset Management
Massachusetts
$1.36M 17,496 +17,496 New
Mariner
118
Mariner
Kansas
$1.36M 17,439 +743 +4%
Holocene Advisors
119
Holocene Advisors
New York
$1.36M 17,437 +17,437 New
Osaic Holdings
120
Osaic Holdings
Arizona
$1.35M 17,383 +3,333 +24%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$1.32M 17,024 +5,894 +53%
Los Angeles Capital Management
122
Los Angeles Capital Management
California
$1.32M 16,991 +5,271 +45%
Wells Fargo
123
Wells Fargo
California
$1.3M 16,756 -782 -4%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$1.23M 15,861 +15,861 New
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$1.19M 15,260 – –
3 4
5
6 7