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Workiva
WK

324 hedge funds and large institutions have $4.83B invested in Workiva in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $10.4M

2.33% more ownership

Funds ownership: 92.51% → 94.84% (+2.3%)

3% more capital invested

Capital invested by funds: $4.69B → $4.83B (+$148M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

10% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 126

2% less funds holding

Funds holding: 332 → 324 (-8)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
4.72%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
37
Increased
114
Reduced
126
Closed
40
Calls
$17.3M
Puts
$10.4M
Net Calls
+$6.95M
Net Calls Change
-$11.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.1M
2
Morgan Stanley
Morgan Stanley
New York
+$31.7M
3
BlackRock
BlackRock
New York
+$26.2M
4
BCM
Brown Capital Management
Maryland
+$22.6M
5
Man Group
Man Group
United Kingdom
+$10.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$17.9M
2
Lazard Asset Management
Lazard Asset Management
New York
-$14.5M
3
RI
Redwood Investments
Massachusetts
-$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$3.66M +$2.04M +21,139 +142%
TD Asset Management
102
TD Asset Management
Ontario, Canada
$3.64M – – –
RJA
103
Raymond James & Associates
Florida
$3.56M -$26.5K -275 -0.8%
WP
104
Woodline Partners
California
$3.43M -$3.62M -37,572 -53%
HIM
105
Hillsdale Investment Management
Ontario, Canada
$3.34M -$358K -3,710 -10%
Citigroup
106
Citigroup
New York
$3.28M +$697K +7,227 +29%
RI
107
Redwood Investments
Massachusetts
$2.98M -$14.3M -148,474 -84%
RSS
108
Rosenblum Silverman Sutton
California
$2.88M -$454K -4,710 -14%
JF
109
Jump Financial
Illinois
$2.82M +$2.02M +20,931 +307%
HighTower Advisors
110
HighTower Advisors
Illinois
$2.81M +$32.3K +335 +1%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.73M +$2.8K +29 +0.1%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$2.72M – – –
MIM
113
MetLife Investment Management
New Jersey
$2.62M – – –
MOACM
114
Mutual of America Capital Management
New York
$2.59M -$111K -1,155 -4%
Balyasny Asset Management
115
Balyasny Asset Management
Illinois
$2.55M +$872K +9,040 +56%
Dimensional Fund Advisors
116
Dimensional Fund Advisors
Texas
$2.53M +$9.36K +97 +0.4%
AIG
117
American International Group
New York
$2.51M +$29.3K +304 +1%
DWT
118
Dorsey & Whitney Trust
South Dakota
$2.51M -$46.9K -486 -2%
EGM
119
Engineers Gate Manager
New York
$2.51M +$1.31M +13,609 +123%
PMAM
120
Picton Mahoney Asset Management
Ontario, Canada
$2.49M +$81.5K +845 +4%
CSS
121
Cubist Systematic Strategies
Connecticut
$2.47M -$1.69M -17,517 -42%
ACM
122
Aquatic Capital Management
Illinois
$2.46M +$2.01M +20,800 +612%
US Bancorp
123
US Bancorp
Minnesota
$2.4M -$286K -2,966 -11%
Janus Henderson Group
124
Janus Henderson Group
United Kingdom
$2.34M +$445K +4,613 +25%
Wells Fargo
125
Wells Fargo
California
$2.31M -$847K -8,786 -28%
3 4
5
6 7

WK Hedge Fund Activity: Q4 2023 in Review

324 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2023, worth a combined $4.83B — up 3.2% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WK and 37 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 114 added.

The largest buyer was Fidelity Investments, adding an estimated $57.1M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 324 institutional investors held Workiva (WK) as of Q4 2023, down from 332 in Q3 2023.
  • Funds reported $4.83B of Workiva stock for Q4 2023, up 3.2% quarter-over-quarter.
  • 37 funds opened new Workiva positions in Q4 2023 and 40 closed out, a net change of -3 holders.
  • The largest Workiva buyer in Q4 2023 was Fidelity Investments, an estimated $57.1M added.
  • The largest Workiva seller in Q4 2023 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2023.