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Workiva
WK

Overview Fund Activity

299 hedge funds and large institutions have $3.41B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

Holders
299
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
110
Reduced
110
Closed
40
Calls
$6.98M
Puts
$4.52M
Net Calls
+$2.46M
Net Calls Change
+$1.87M

Top Buyers

1
TCM
1
Tensile Capital Management
California
$30.5M
2
JGC
2
J. Goldman & Co
New York
$21.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$260M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$389M
5
BlackRock
5
BlackRock
New York
$309M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$57.9M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$843K
3
DDC
3
DF Dent & Co
Maryland
$27.9M
4
CIP
4
Champlain Investment Partners
Vermont
$80.3M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
CCIA
101
Campbell & Co Investment Adviser
Maryland
$2.31M 31,702 +25,767 +434%
CI Investments Inc
102
CI Investments Inc
Ontario, Canada
$2.27M 31,100 +31,100 New
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.18M 29,846 +1,005 +3%
MIM
104
MetLife Investment Management
New Jersey
$2.13M 29,132 +3,846 +15%
VIM
105
Vancity Investment Management
British Columbia, Canada
$2.1M 27,298 +13,870 +103%
RSS
106
Rosenblum Silverman Sutton
California
$2.01M 27,597 +460 +2%
Invesco
107
Invesco
Georgia
$1.99M 27,197 +867 +3%
CF
108
Corebridge Financial
Texas
$1.98M 27,173 +27,173 New
Assenagon Asset Management
109
Assenagon Asset Management
Luxembourg
$1.98M 27,150 +10,443 +63%
Two Sigma Investments
110
Two Sigma Investments
New York
$1.97M 27,044 +2,144 +9%
DWT
111
Dorsey & Whitney Trust
South Dakota
$1.94M 26,587 +2,144 +9%
HighTower Advisors
112
HighTower Advisors
Illinois
$1.79M 24,435 -2,866 -10%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$1.75M 23,992 -8,817 -27%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$1.66M 22,753 -255 -1%
Wells Fargo
115
Wells Fargo
California
$1.66M 22,721 -966 -4%
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$1.65M 22,666 -3,210 -12%
MOACM
117
Mutual of America Capital Management
New York
$1.65M 22,638 -981 -4%
AAM
118
Azzad Asset Management
Virginia
$1.59M 21,760 +3,889 +22%
SEC
119
Seven Eight Capital
New York
$1.56M 21,405 +21,405 New
Connor, Clark & Lunn Investment Management (CC&L)
120
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.51M 20,732 +20,732 New
LPL Financial
121
LPL Financial
California
$1.46M 20,002 +592 +3%
Tudor Investment Corp
122
Tudor Investment Corp
Connecticut
$1.44M 19,767 +19,767 New
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$1.43M 19,660 +445 +2%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$1.43M 19,523 -412 -2%
DTL
125
Dynamic Technology Lab
Singapore
$1.4M 19,162 +6,123 +47%
3 4
5
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