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Workiva
WK

Overview Fund Activity

305 hedge funds and large institutions have $4.62B invested in Workiva in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 36 closing their positions.

Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
107
Reduced
110
Closed
36
Calls
$19.2M
Puts
$9.22M
Net Calls
+$10M
Net Calls Change
-$8.82M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$191M
2
SC
2
Sculptor Capital
New York
$66.7M
3
BlackRock
3
BlackRock
New York
$381M
4
BCM
4
Brown Capital Management
Maryland
$101M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$26.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.2M
2
PIMC
2
Praesidium Investment Management Company
New York
$38.7M
3
CIP
3
Champlain Investment Partners
Vermont
$117M
4
SAM
4
Silvercrest Asset Management
New York
$1.28M
5
WP
5
Woodline Partners
California
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
126
Cetera Advisor Networks
California
$1.8M 17,728 -1,041 -6%
Mariner
127
Mariner
Kansas
$1.8M 17,701 -307 -2%
Los Angeles Capital Management
128
Los Angeles Capital Management
California
$1.73M 16,985 +2,828 +20%
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$1.65M 16,230 – –
Calamos Advisors
130
Calamos Advisors
Illinois
$1.62M 15,937 -5,513 -26%
QT
131
Quantbot Technologies
New York
$1.55M 15,260 +15,060 +7,530%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$1.54M 15,108 -839 -5%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$1.47M 14,460 -44,734 -76%
N
134
Natixis
France
$1.46M 14,326 +14,326 New
WMSA
135
Weiss Multi-Strategy Advisers
New York
$1.44M 14,190 -487 -3%
State Board of Administration of Florida Retirement System
136
State Board of Administration of Florida Retirement System
Florida
$1.41M 13,890 -1,370 -9%
ASRS
137
Arizona State Retirement System
Arizona
$1.41M 13,821 +428 +3%
MNBTD
138
Moody National Bank Trust Division
Texas
$1.39M 13,654 -700 -5%
FCI
139
Financial Counselors Inc
Kansas
$1.33M 13,064 – –
Vontobel Holding
140
Vontobel Holding
Switzerland
$1.31M 12,872 -13,061 -50%
QC
141
Quadrature Capital
United Kingdom
$1.28M 12,628 +12,628 New
SAM
142
Silvercrest Asset Management
New York
$1.28M 12,550 -183,454 -94%
Osaic Holdings
143
Osaic Holdings
Arizona
$1.2M 11,843 -2,365 -17%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$1.18M 11,599 -14 -0.1%
AA
145
ALPS Advisors
Colorado
$1.14M 11,242 -308 -3%
JF
146
Jump Financial
Illinois
$1.09M 10,699 +10,699 New
TF
147
Talbot Financial
Washington
$1.07M 10,500 – –
BB
148
Bell Bank
North Dakota
$1.06M 10,401 -537 -5%
DFCM
149
Dark Forest Capital Management
Puerto Rico
$996K 9,793 +9,793 New
CC
150
Centiva Capital
New York
$961K 9,452 +3,386 +56%
4 5
6
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