270 hedge funds and large institutions have $3.75B invested in Workiva in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 101 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+9
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
93
Reduced
101
Closed
37
Calls
$30.1M
Puts
$1.7M
Net Calls
+$28.4M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
126
Wells Fargo
California
$1.16M -$244K -2,900 -17%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$1.12M -$211K -2,511 -16%
FCI
128
Financial Counselors Inc
Kansas
$1.1M +$5.37K +64 +0.5%
ASRS
129
Arizona State Retirement System
Arizona
$1.09M +$46.1K +549 +4%
MNBTD
130
Moody National Bank Trust Division
Texas
$1.07M
BB
131
Bell Bank
North Dakota
$973K -$12.5K -149 -1%
TF
132
Talbot Financial
Washington
$882K +$882K +10,500 New
GT
133
Glenmede Trust
Pennsylvania
$818K -$178K -2,119 -18%
MML Investors Services
134
MML Investors Services
Massachusetts
$816K -$51K -608 -6%
Janus Henderson Group
135
Janus Henderson Group
United Kingdom
$765K
DT
136
Diversified Trust
Tennessee
$752K -$420K -5,004 -36%
LB
137
Legacy Bridge
Iowa
$710K
AIA
138
Affinity Investment Advisors
California
$699K +$5.63K +67 +0.8%
Prudential Financial
139
Prudential Financial
New Jersey
$690K -$168K -2,004 -20%
PAS
140
Park Avenue Securities
New York
$680K -$17.2K -205 -2%
SG Americas Securities
141
SG Americas Securities
New York
$666K +$265K +3,155 +66%
HM
142
Harvest Management
New York
$659K -$12.6K -150 -2%
AB
143
Amalgamated Bank
New York
$658K +$10.7K +127 +2%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$651K -$67.4K -803 -9%
ProShare Advisors
145
ProShare Advisors
Maryland
$647K +$53.7K +639 +9%
VRS
146
Virginia Retirement Systems
Virginia
$647K +$118K +1,400 +22%
AAM
147
Advisors Asset Management
Colorado
$637K -$355K -4,231 -36%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$606K +$10.5K +125 +2%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$590K +$83.6K +996 +17%
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$579K