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Workiva
WK

Overview Fund Activity

309 hedge funds and large institutions have $4.61B invested in Workiva in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 100 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+39
Holders Change %
+14.44%
% of All Funds
4.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
62
Increased
100
Reduced
104
Closed
17
Calls
$23.5M
Puts
$4.71M
Net Calls
+$18.8M
Net Calls Change
-$9.6M

Top Buyers

1
BCM
Brown Capital Management
Maryland
$70.7M
2
SC
Sculptor Capital
New York
$34.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$179M
4
WP
Woodline Partners
California
$32.1M
5
Macquarie Group
Macquarie Group
Australia
$129M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
$66.5M
2
Brown Advisory
Brown Advisory
Maryland
$138M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$171M
4
ClearBridge Investments
ClearBridge Investments
New York
$47.3M
5
RP
Riverbridge Partners
Minnesota
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
126
Mariner
Kansas
$1.84M -$159K -1,548 -8%
MA
127
MYDA Advisors
New York
$1.84M +$1.84M +18,000 New
ECM
128
ExodusPoint Capital Management
New York
$1.83M +$1.83M +17,835 New
Connor, Clark & Lunn Investment Management (CC&L)
129
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.75M -$1.98M -19,337 -53%
JFG
130
Jefferies Financial Group
New York
$1.74M +$1.74M +16,970 New
CS
131
Candriam SCA
Luxembourg
$1.73M +$1.73M +18,305 New
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$1.66M +$41K +400 +3%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$1.63M -$49.3K -481 -3%
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$1.56M – – –
WMSA
135
Weiss Multi-Strategy Advisers
New York
$1.5M -$512K -5,000 -25%
SSA
136
Schonfeld Strategic Advisors
New York
$1.47M +$1.47M +14,373 New
MNBTD
137
Moody National Bank Trust Division
Texas
$1.47M +$164K +1,600 +13%
Osaic Holdings
138
Osaic Holdings
Arizona
$1.45M -$239K -2,337 -14%
Mackenzie Financial
139
Mackenzie Financial
Ontario, Canada
$1.45M +$1.03M +10,010 +240%
Los Angeles Capital Management
140
Los Angeles Capital Management
California
$1.45M -$133K -1,296 -8%
ASRS
141
Arizona State Retirement System
Arizona
$1.37M +$41.4K +404 +3%
FCI
142
Financial Counselors Inc
Kansas
$1.34M – – –
YIH
143
Y-Intercept (HK)
Hong Kong
$1.34M +$1.34M +13,045 New
AA
144
ALPS Advisors
Colorado
$1.18M +$1.18M +11,550 New
BB
145
Bell Bank
North Dakota
$1.12M -$67.1K -655 -6%
TF
146
Talbot Financial
Washington
$1.08M – – –
HSBC Holdings
147
HSBC Holdings
United Kingdom
$930K +$653K +6,367 +236%
SG Americas Securities
148
SG Americas Securities
New York
$925K +$112K +1,098 +14%
GT
149
Glenmede Trust
Pennsylvania
$897K -$101K -984 -10%
Empower Advisory Group
150
Empower Advisory Group
Colorado
$875K +$875K +8,671 New
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6
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