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Workiva
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Overview Fund Activity

323 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.

Holders
323
Holders Change
-8
Holders Change %
-2.42%
% of All Funds
4.74%
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
1
Fidelity Investments
Massachusetts
$247M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.3M
3
BlackRock
3
BlackRock
New York
$411M
4
BCM
4
Brown Capital Management
Maryland
$129M
5
Man Group
5
Man Group
United Kingdom
$11.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$101M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$267K
3
RI
3
Redwood Investments
Massachusetts
$2.98M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$5.43M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$57.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AQR Capital Management
101
AQR Capital Management
Connecticut
$3.66M 36,015 +21,139 +142%
TD Asset Management
102
TD Asset Management
Ontario, Canada
$3.64M 35,900 – –
RJA
103
Raymond James & Associates
Florida
$3.56M 35,076 -275 -0.8%
WP
104
Woodline Partners
California
$3.43M 33,812 -37,572 -53%
HIM
105
Hillsdale Investment Management
Ontario, Canada
$3.34M 32,850 -3,710 -10%
Citigroup
106
Citigroup
New York
$3.28M 32,301 +7,227 +29%
RI
107
Redwood Investments
Massachusetts
$2.98M 29,314 -148,474 -84%
RSS
108
Rosenblum Silverman Sutton
California
$2.88M 28,392 -4,710 -14%
JF
109
Jump Financial
Illinois
$2.82M 27,743 +20,931 +307%
HighTower Advisors
110
HighTower Advisors
Illinois
$2.81M 27,811 +335 +1%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.73M 26,875 +29 +0.1%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$2.72M 26,751 – –
MIM
113
MetLife Investment Management
New Jersey
$2.62M 25,785 – –
MOACM
114
Mutual of America Capital Management
New York
$2.59M 25,538 -1,155 -4%
Balyasny Asset Management
115
Balyasny Asset Management
Illinois
$2.55M 25,126 +9,040 +56%
Dimensional Fund Advisors
116
Dimensional Fund Advisors
Texas
$2.53M 24,935 +97 +0.4%
AIG
117
American International Group
New York
$2.51M 24,727 +304 +1%
DWT
118
Dorsey & Whitney Trust
South Dakota
$2.51M 24,726 -486 -2%
EGM
119
Engineers Gate Manager
New York
$2.51M 24,693 +13,609 +123%
PMAM
120
Picton Mahoney Asset Management
Ontario, Canada
$2.49M 24,515 +845 +4%
CSS
121
Cubist Systematic Strategies
Connecticut
$2.47M 24,336 -17,517 -42%
ACM
122
Aquatic Capital Management
Illinois
$2.46M 24,200 +20,800 +612%
US Bancorp
123
US Bancorp
Minnesota
$2.4M 23,645 -2,966 -11%
Janus Henderson Group
124
Janus Henderson Group
United Kingdom
$2.34M 22,998 +4,613 +25%
Wells Fargo
125
Wells Fargo
California
$2.31M 22,757 -8,786 -28%
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