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Workiva
WK

Overview Fund Activity

291 hedge funds and large institutions have $3.6B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 124 reducing their positions, and 41 closing their positions.

Holders
291
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
90
Reduced
124
Closed
41
Calls
$6.53M
Puts
$4.68M
Net Calls
+$1.85M
Net Calls Change
-$608K

Top Buyers

1
BlackRock
1
BlackRock
New York
$401M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$453M
3
RIM
3
Ranger Investment Management
Texas
$39.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$31.6M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$18M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Brown Advisory
2
Brown Advisory
Maryland
$51.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$17.4M
4
DDC
4
DF Dent & Co
Maryland
$5.54M
5
Bessemer Group
5
Bessemer Group
New Jersey
$94K
Name Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
101
CI Investments Inc
Ontario, Canada
$2.45M 30,959 -141 -0.5%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$2.38M 29,868 +15,564 +109%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.36M 29,838 -8 -0%
Marshall Wace
104
Marshall Wace
United Kingdom
$2.31M 29,248 +25,948 +786%
MIM
105
MetLife Investment Management
New Jersey
$2.3M 29,132 – –
MAM
106
Madison Asset Management
Wisconsin
$2.26M 28,534 +28,534 New
Invesco
107
Invesco
Georgia
$2.17M 27,479 +282 +1%
Walleye Capital
108
Walleye Capital
New York
$2.16M 27,297 +27,001 +9,122%
CF
109
Corebridge Financial
Texas
$2.14M 27,006 -167 -0.6%
LOAMU
110
Lombard Odier Asset Management (USA)
New York
$2.13M 26,983 +26,983 New
DWT
111
Dorsey & Whitney Trust
South Dakota
$2.12M 26,787 +200 +0.8%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$1.95M 24,656 +664 +3%
US Bancorp
113
US Bancorp
Minnesota
$1.85M 23,431 +8,632 +58%
RSS
114
Rosenblum Silverman Sutton
California
$1.82M 22,957 -4,640 -17%
HighTower Advisors
115
HighTower Advisors
Illinois
$1.81M 22,778 -1,657 -7%
Verition Fund Management
116
Verition Fund Management
Connecticut
$1.62M 20,461 +14,467 +241%
QT
117
Quantbot Technologies
New York
$1.59M 20,064 +16,286 +431%
AAM
118
Azzad Asset Management
Virginia
$1.58M 19,920 -1,840 -8%
ProShare Advisors
119
ProShare Advisors
Maryland
$1.57M 19,838 +12,587 +174%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$1.55M 19,598 +75 +0.4%
Wells Fargo
121
Wells Fargo
California
$1.54M 19,513 -3,208 -14%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$1.47M 18,623 -1,037 -5%
APP
123
Avantax Planning Partners
Iowa
$1.4M 17,746 – –
Pathstone Holdings
124
Pathstone Holdings
New Jersey
$1.34M 16,958 -5,708 -25%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$1.31M 16,517 -54,452 -77%
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5
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