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Workiva
WK

Overview Fund Activity

331 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 24 closing their positions.

Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
109
Reduced
114
Closed
24
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$144M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$69.3M
3
Invesco
3
Invesco
Georgia
$119M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$187M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$15.5M

Top Sellers

1
SC
1
Sculptor Capital
New York
$3.5M
2
PIMC
2
Praesidium Investment Management Company
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$64.5M
4
CIP
4
Champlain Investment Partners
Vermont
$90.3M
5
TCM
5
Tensile Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
126
Whitebox Advisors
Minnesota
$2M 19,758 +19,758 New
SFM
127
Soros Fund Management
New York
$2M 19,758 +19,758 New
DKCM
128
Davidson Kempner Capital Management
New York
$2M 19,758 +19,758 New
VOYA Investment Management
129
VOYA Investment Management
Georgia
$1.97M 19,432 +186 +1%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$1.93M 19,032 +16 +0.1%
Assenagon Asset Management
131
Assenagon Asset Management
Luxembourg
$1.86M 18,400 -53 -0.3%
Janus Henderson Group
132
Janus Henderson Group
United Kingdom
$1.86M 18,385 -4,643 -20%
Barclays
133
Barclays
United Kingdom
$1.83M 18,056 -916 -5%
AAM
134
Azzad Asset Management
Virginia
$1.82M 17,971 -26 -0.1%
Mariner
135
Mariner
Kansas
$1.8M 17,768 +67 +0.4%
APP
136
Avantax Planning Partners
Iowa
$1.8M 17,746 +17,746 New
MNBTD
137
Moody National Bank Trust Division
Texas
$1.76M 17,404 +3,750 +27%
CAN
138
Cetera Advisor Networks
California
$1.73M 17,033 -695 -4%
Osaic Holdings
139
Osaic Holdings
Arizona
$1.69M 16,694 +4,851 +41%
DekaBank Deutsche Girozentrale
140
DekaBank Deutsche Girozentrale
Germany
$1.66M 16,469 +16,469 New
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$1.65M 16,286 +16,286 New
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$1.64M 16,230 – –
Balyasny Asset Management
143
Balyasny Asset Management
Illinois
$1.63M 16,086 -19,644 -55%
Los Angeles Capital Management
144
Los Angeles Capital Management
California
$1.63M 16,064 -921 -5%
DTL
145
Dynamic Technology Lab
Singapore
$1.56M 15,390 +13,379 +665%
Vontobel Holding
146
Vontobel Holding
Switzerland
$1.56M 15,390 +2,518 +20%
AQR Capital Management
147
AQR Capital Management
Connecticut
$1.51M 14,876 +14,876 New
BCM
148
BlueCrest Capital Management
Jersey
$1.5M 14,818 +14,818 New
ASRS
149
Arizona State Retirement System
Arizona
$1.43M 14,106 +285 +2%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$1.43M 14,070 -1,038 -7%
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