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Workiva
WK

Overview Fund Activity

309 hedge funds and large institutions have $4.61B invested in Workiva in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 100 increasing their positions, 104 reducing their positions, and 17 closing their positions.

Holders
309
Holders Change
+39
Holders Change %
+14.44%
% of All Funds
4.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
62
Increased
100
Reduced
104
Closed
17
Calls
$23.5M
Puts
$4.71M
Net Calls
+$18.8M
Net Calls Change
-$9.6M

Top Buyers

1
BCM
1
Brown Capital Management
Maryland
$70.7M
2
SC
2
Sculptor Capital
New York
$34.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$179M
4
WP
4
Woodline Partners
California
$32.1M
5
Macquarie Group
5
Macquarie Group
Australia
$129M

Top Sellers

1
PIMC
1
Praesidium Investment Management Company
New York
$66.5M
2
Brown Advisory
2
Brown Advisory
Maryland
$138M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$171M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$47.3M
5
RP
5
Riverbridge Partners
Minnesota
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEG
101
World Equity Group
Illinois
$3.47M +$3.47M +9,162 New
RSS
102
Rosenblum Silverman Sutton
California
$3.37M -$359K -3,510 -10%
HighTower Advisors
103
HighTower Advisors
Illinois
$3.1M -$253K -2,480 -8%
Man Group
104
Man Group
United Kingdom
$3.04M -$3.12M -37,131 Closed
N
105
Numerai
California
$2.91M +$2.91M +28,447 New
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$2.88M -$454K -4,435 -14%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$2.74M -$349K -3,410 -11%
Vontobel Holding
108
Vontobel Holding
Switzerland
$2.66M +$248K +2,418 +10%
US Bancorp
109
US Bancorp
Minnesota
$2.62M -$284K -2,769 -10%
NCGI
110
Next Century Growth Investors
Minnesota
$2.59M -$53.6K -523 -2%
DWT
111
Dorsey & Whitney Trust
South Dakota
$2.58M -$10.2K -100 -0.4%
Jacobs Levy Equity Management
112
Jacobs Levy Equity Management
New Jersey
$2.57M +$2.57M +25,138 New
MIM
113
MetLife Investment Management
New Jersey
$2.56M – – –
AR
114
Advisory Research
Illinois
$2.43M +$519K +5,065 +27%
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$2.36M +$1.43M +13,949 +153%
AIG
116
American International Group
New York
$2.36M +$46.9K +458 +2%
Citigroup
117
Citigroup
New York
$2.3M +$365K +3,562 +19%
Calamos Advisors
118
Calamos Advisors
Illinois
$2.2M +$1.81M +17,695 +471%
KOCAA
119
Knights of Columbus Asset Advisors
Connecticut
$2.15M +$9.11K +89 +0.4%
Wells Fargo
120
Wells Fargo
California
$2.08M +$665K +6,493 +47%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.99M +$33.8K +330 +2%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$1.97M +$60.8K +594 +3%
CAN
123
Cetera Advisor Networks
California
$1.92M +$11.4K +111 +0.6%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$1.87M +$208K +2,028 +12%
AAM
125
Azzad Asset Management
Virginia
$1.84M -$8.6K -84 -0.5%
3 4
5
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