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Workiva
WK

Overview Fund Activity

305 hedge funds and large institutions have $4.62B invested in Workiva in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 36 closing their positions.

Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
107
Reduced
110
Closed
36
Calls
$19.2M
Puts
$9.22M
Net Calls
+$10M
Net Calls Change
-$8.82M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$191M
2
SC
2
Sculptor Capital
New York
$66.7M
3
BlackRock
3
BlackRock
New York
$381M
4
BCM
4
Brown Capital Management
Maryland
$101M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$26.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.2M
2
PIMC
2
Praesidium Investment Management Company
New York
$38.7M
3
CIP
3
Champlain Investment Partners
Vermont
$117M
4
SAM
4
Silvercrest Asset Management
New York
$1.28M
5
WP
5
Woodline Partners
California
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
101
Wells Fargo
California
$3.4M 33,468 +13,119 +64%
RSS
102
Rosenblum Silverman Sutton
California
$3.36M 33,062 +155 +0.5%
ACM
103
Alamar Capital Management
California
$3.05M 30,006 -5,988 -17%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$3M 29,483 -11,621 -28%
HighTower Advisors
105
HighTower Advisors
Illinois
$2.96M 29,269 -1,116 -4%
US Bancorp
106
US Bancorp
Minnesota
$2.89M 28,395 +2,832 +11%
MOACM
107
Mutual of America Capital Management
New York
$2.83M 27,800 +27,800 New
Jacobs Levy Equity Management
108
Jacobs Levy Equity Management
New Jersey
$2.74M 26,938 +1,800 +7%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$2.72M 26,751 – –
DWT
110
Dorsey & Whitney Trust
South Dakota
$2.62M 25,789 +637 +3%
MIM
111
MetLife Investment Management
New Jersey
$2.62M 25,785 +797 +3%
AR
112
Advisory Research
Illinois
$2.49M 24,494 +763 +3%
AIG
113
American International Group
New York
$2.39M 23,555 +542 +2%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$2.34M 23,028 -21 -0.1%
KOCAA
115
Knights of Columbus Asset Advisors
Connecticut
$2.3M 22,658 +1,646 +8%
GKFF
116
George Kaiser Family Foundation
Oklahoma
$2.19M 21,574 -12,890 -37%
LB
117
Legacy Bridge
Iowa
$2.07M 20,334 +11,880 +141%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.02M 19,880 +428 +2%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$1.96M 19,246 -96,560 -83%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$1.93M 19,016 -247 -1%
Simplex Trading
121
Simplex Trading
Illinois
$1.93M 18,988 +18,988 New
Barclays
122
Barclays
United Kingdom
$1.93M 18,972 -19,020 -50%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$1.91M 18,742 +473 +3%
Assenagon Asset Management
124
Assenagon Asset Management
Luxembourg
$1.88M 18,453 +18,453 New
AAM
125
Azzad Asset Management
Virginia
$1.83M 17,997 -9 -0%
3 4
5
6 7