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Workiva
WK

Overview Fund Activity

331 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 24 closing their positions.

Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
109
Reduced
114
Closed
24
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$144M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$69.3M
3
Invesco
3
Invesco
Georgia
$119M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$187M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$15.5M

Top Sellers

1
SC
1
Sculptor Capital
New York
$3.5M
2
PIMC
2
Praesidium Investment Management Company
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$64.5M
4
CIP
4
Champlain Investment Partners
Vermont
$90.3M
5
TCM
5
Tensile Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
101
Raymond James & Associates
Florida
$3.58M 35,351 -417 -1%
SC
102
Sculptor Capital
New York
$3.5M 34,576 -621,924 -95%
HCM
103
Highbridge Capital Management
New York
$3.5M 34,576 +34,576 New
RSS
104
Rosenblum Silverman Sutton
California
$3.35M 33,102 +40 +0.1%
Wells Fargo
105
Wells Fargo
California
$3.2M 31,543 -1,925 -6%
HighTower Advisors
106
HighTower Advisors
Illinois
$2.77M 27,476 -1,793 -6%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.72M 26,846 +6,966 +35%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$2.71M 26,751 – –
MOACM
109
Mutual of America Capital Management
New York
$2.71M 26,693 -1,107 -4%
US Bancorp
110
US Bancorp
Minnesota
$2.7M 26,611 -1,784 -6%
MIM
111
MetLife Investment Management
New Jersey
$2.61M 25,785 – –
DWT
112
Dorsey & Whitney Trust
South Dakota
$2.55M 25,212 -577 -2%
Citigroup
113
Citigroup
New York
$2.54M 25,074 -13,543 -35%
Dimensional Fund Advisors
114
Dimensional Fund Advisors
Texas
$2.52M 24,838 +21,710 +694%
Hudson Bay Capital Management
115
Hudson Bay Capital Management
Connecticut
$2.5M 24,697 +24,697 New
AR
116
Advisory Research
Illinois
$2.49M 24,537 +43 +0.2%
AIG
117
American International Group
New York
$2.48M 24,423 +868 +4%
PMAM
118
Picton Mahoney Asset Management
Ontario, Canada
$2.4M 23,670 +23,670 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
119
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.33M 23,000 +23,000 New
QC
120
Quadrature Capital
United Kingdom
$2.22M 21,965 +9,337 +74%
KOCAA
121
Knights of Columbus Asset Advisors
Connecticut
$2.12M 20,875 -1,783 -8%
LPL Financial
122
LPL Financial
California
$2.11M 20,774 +16,140 +348%
LB
123
Legacy Bridge
Iowa
$2.06M 20,334 – –
Voloridge Investment Management
124
Voloridge Investment Management
Florida
$2.05M 20,266 +14,799 +271%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$2.04M 20,090 +1,348 +7%
3 4
5
6 7