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Workiva
WK

Overview Fund Activity

270 hedge funds and large institutions have $3.75B invested in Workiva in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 101 reducing their positions, and 37 closing their positions.

Holders
270
Holders Change
+9
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
93
Reduced
101
Closed
37
Calls
$30.1M
Puts
$1.7M
Net Calls
+$28.4M
Net Calls Change
+$26.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
BCM
2
Brown Capital Management
Maryland
$22.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$385M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.3M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$167M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$13M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$59.7M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$59.8M
4
BlackRock
4
BlackRock
New York
$292M
5
PIMC
5
Praesidium Investment Management Company
New York
$87.7M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$2.38M 28,332 -5,481 -16%
Barclays
102
Barclays
United Kingdom
$2.32M 27,677 +4,227 +18%
NCGI
103
Next Century Growth Investors
Minnesota
$2.17M 25,803 +25,803 New
DWT
104
Dorsey & Whitney Trust
South Dakota
$2.12M 25,252 +215 +0.9%
BPC
105
Banque Pictet & Cie
Switzerland
$2.1M 25,000 – –
MIM
106
MetLife Investment Management
New Jersey
$2.1M 24,988 -779 -3%
Vontobel Holding
107
Vontobel Holding
Switzerland
$1.97M 23,515 +12,696 +117%
AIG
108
American International Group
New York
$1.89M 22,555 -82 -0.4%
KFO
109
Kopp Family Office
Minnesota
$1.82M 21,689 +21,689 New
KOCAA
110
Knights of Columbus Asset Advisors
Connecticut
$1.76M 20,923 -242 -1%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$1.65M 19,677 -10,006 -34%
WMSA
112
Weiss Multi-Strategy Advisers
New York
$1.65M 19,677 -323 -2%
Mariner
113
Mariner
Kansas
$1.64M 19,556 +2,117 +12%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.61M 19,122 +146 +0.8%
Citigroup
115
Citigroup
New York
$1.59M 18,930 -9,428 -33%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$1.57M 18,669 -1,246 -6%
AR
117
Advisory Research
Illinois
$1.57M 18,666 +16,092 +625%
CAN
118
Cetera Advisor Networks
California
$1.57M 18,658 +18,658 New
AAM
119
Azzad Asset Management
Virginia
$1.52M 18,090 +3,815 +27%
Osaic Holdings
120
Osaic Holdings
Arizona
$1.39M 16,545 -838 -5%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$1.38M 16,428 -596 -4%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$1.36M 16,241 +4,037 +33%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$1.33M 15,830 +3,450 +28%
Los Angeles Capital Management
124
Los Angeles Capital Management
California
$1.3M 15,453 -1,538 -9%
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$1.28M 15,260 – –
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5
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