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Workiva
WK

Overview Fund Activity

301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.

Holders
301
Holders Change
-22
Holders Change %
-6.81%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
111
Reduced
122
Closed
54
Calls
$7.88M
Puts
$7.28M
Net Calls
+$594K
Net Calls Change
-$6.35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$282M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$140M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$98M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$440M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
BCM
3
Brown Capital Management
Maryland
$89.4M
4
VEPM
4
Vista Equity Partners Management
California
$0
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$16.1M
Name Market Value Shares Shares
Change 		Shares
Change %
KOCAA
101
Knights of Columbus Asset Advisors
Connecticut
$2.84M 33,487 -9,941 -23%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$2.78M 32,809 +6,058 +23%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.45M 28,841 +1,966 +7%
HighTower Advisors
104
HighTower Advisors
Illinois
$2.32M 27,301 -510 -2%
RSS
105
Rosenblum Silverman Sutton
California
$2.3M 27,137 -1,255 -4%
Invesco
106
Invesco
Georgia
$2.23M 26,330 -964,873 -97%
Pathstone Holdings
107
Pathstone Holdings
New Jersey
$2.19M 25,876 +20,449 +377%
MIM
108
MetLife Investment Management
New Jersey
$2.14M 25,286 -499 -2%
Two Sigma Investments
109
Two Sigma Investments
New York
$2.11M 24,900 -28,539 -53%
Citigroup
110
Citigroup
New York
$2.08M 24,542 -7,759 -24%
AIG
111
American International Group
New York
$2.08M 24,516 -211 -0.9%
DWT
112
Dorsey & Whitney Trust
South Dakota
$2.07M 24,443 -283 -1%
Wells Fargo
113
Wells Fargo
California
$2.01M 23,687 +930 +4%
MOACM
114
Mutual of America Capital Management
New York
$2M 23,619 -1,919 -8%
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$1.95M 23,008 +10 +0%
CP
116
CenterBook Partners
Connecticut
$1.85M 21,775 +17,833 +452%
Mariner
117
Mariner
Kansas
$1.75M 20,686 -338 -2%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$1.73M 20,390 +10,195 +100%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$1.69M 19,935 +821 +4%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$1.68M 19,845 -147 -0.7%
MNBTD
121
Moody National Bank Trust Division
Texas
$1.67M 19,734 +2,330 +13%
LPL Financial
122
LPL Financial
California
$1.65M 19,410 +677 +4%
US Bancorp
123
US Bancorp
Minnesota
$1.63M 19,254 -4,391 -19%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$1.63M 19,215 +19,215 New
LB
125
Legacy Bridge
Iowa
$1.63M 19,164 -1,100 -5%
3 4
5
6 7