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Workiva
WK

332 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $8.1M

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

8% more funds holding

Funds holding: 306 → 332 (+26)

1% more capital invested

Capital invested by funds: $4.62B → $4.69B (+$62.6M)

0.72% more ownership

Funds ownership: 91.79% → 92.51% (+0.72%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

Holders
332
Holders Change
+26
Holders Change %
+8.5%
% of All Funds
5.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
53
Increased
109
Reduced
114
Closed
25
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$48.7M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$43.6M
3
Invesco
Invesco
Georgia
+$41.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23M
5
Lazard Asset Management
Lazard Asset Management
New York
+$15.9M

Top Sellers

1
SC
Sculptor Capital
New York
-$64.6M
2
PIMC
Praesidium Investment Management Company
New York
-$38.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.7M
4
CIP
Champlain Investment Partners
Vermont
-$27.1M
5
TCM
Tensile Capital Management
California
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
101
Raymond James & Associates
Florida
$3.58M -$43.3K -417 -1%
SC
102
Sculptor Capital
New York
$3.5M -$64.6M -621,924 -95%
HCM
103
Highbridge Capital Management
New York
$3.5M +$3.59M +34,576 New
RSS
104
Rosenblum Silverman Sutton
California
$3.35M +$4.16K +40 +0.1%
Wells Fargo
105
Wells Fargo
California
$3.2M -$200K -1,925 -6%
HighTower Advisors
106
HighTower Advisors
Illinois
$2.77M -$186K -1,793 -6%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.72M +$724K +6,966 +35%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$2.71M – – –
MOACM
109
Mutual of America Capital Management
New York
$2.71M -$115K -1,107 -4%
US Bancorp
110
US Bancorp
Minnesota
$2.7M -$185K -1,784 -6%
MIM
111
MetLife Investment Management
New Jersey
$2.61M – – –
DWT
112
Dorsey & Whitney Trust
South Dakota
$2.55M -$60K -577 -2%
Citigroup
113
Citigroup
New York
$2.54M -$1.41M -13,543 -35%
Dimensional Fund Advisors
114
Dimensional Fund Advisors
Texas
$2.52M +$2.26M +21,710 +694%
Hudson Bay Capital Management
115
Hudson Bay Capital Management
Connecticut
$2.5M +$2.57M +24,697 New
AR
116
Advisory Research
Illinois
$2.49M +$4.47K +43 +0.2%
AIG
117
American International Group
New York
$2.48M +$90.2K +868 +4%
PMAM
118
Picton Mahoney Asset Management
Ontario, Canada
$2.4M +$2.46M +23,670 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
119
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.33M +$2.39M +23,000 New
QC
120
Quadrature Capital
United Kingdom
$2.22M +$970K +9,337 +74%
KOCAA
121
Knights of Columbus Asset Advisors
Connecticut
$2.12M -$185K -1,783 -8%
LPL Financial
122
LPL Financial
California
$2.11M +$1.68M +16,140 +348%
LB
123
Legacy Bridge
Iowa
$2.06M – – –
Voloridge Investment Management
124
Voloridge Investment Management
Florida
$2.05M +$1.54M +14,799 +271%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$2.04M +$140K +1,348 +7%
3 4
5
6 7

WK Hedge Fund Activity: Q3 2023 in Review

332 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2023, worth a combined $4.69B — up 1.4% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WK positions and 25 closed out — a net gain of 28 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $48.7M. The largest seller was Sculptor Capital, cutting an estimated $64.6M.

  • 332 institutional investors held Workiva (WK) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $4.69B of Workiva stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 53 funds opened new Workiva positions in Q3 2023 and 25 closed out, a net change of +28 holders.
  • The largest Workiva buyer in Q3 2023 was JP Morgan Chase, an estimated $48.7M added.
  • The largest Workiva seller in Q3 2023 was Sculptor Capital, an estimated $64.6M sold.

Based on aggregated 13F filings for Q3 2023.