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Workiva
WK

332 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $8.1M

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

8% more funds holding

Funds holding: 306 → 332 (+26)

1% more capital invested

Capital invested by funds: $4.62B → $4.69B (+$62.6M)

0.72% more ownership

Funds ownership: 91.79% → 92.51% (+0.72%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

Holders
332
Holders Change
+26
Holders Change %
+8.5%
% of All Funds
5.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
53
Increased
109
Reduced
114
Closed
25
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$48.7M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$43.6M
3
Invesco
Invesco
Georgia
+$41.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23M
5
Lazard Asset Management
Lazard Asset Management
New York
+$15.9M

Top Sellers

1
SC
Sculptor Capital
New York
-$64.6M
2
PIMC
Praesidium Investment Management Company
New York
-$38.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.7M
4
CIP
Champlain Investment Partners
Vermont
-$27.1M
5
TCM
Tensile Capital Management
California
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
DKCM
126
Davidson Kempner Capital Management
New York
$2M +$2.05M +19,758 New
SFM
127
Soros Fund Management
New York
$2M +$2.05M +19,758 New
WA
128
Whitebox Advisors
Minnesota
$2M +$2.05M +19,758 New
VOYA Investment Management
129
VOYA Investment Management
Georgia
$1.97M +$19.3K +186 +1%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$1.93M +$1.66K +16 +0.1%
Assenagon Asset Management
131
Assenagon Asset Management
Luxembourg
$1.86M -$5.51K -53 -0.3%
Janus Henderson Group
132
Janus Henderson Group
United Kingdom
$1.86M -$483K -4,643 -20%
Barclays
133
Barclays
United Kingdom
$1.83M -$95.2K -916 -5%
AAM
134
Azzad Asset Management
Virginia
$1.82M -$2.7K -26 -0.1%
Mariner
135
Mariner
Kansas
$1.8M +$6.96K +67 +0.4%
APP
136
Avantax Planning Partners
Iowa
$1.8M +$1.84M +17,746 New
MNBTD
137
Moody National Bank Trust Division
Texas
$1.76M +$390K +3,750 +27%
CAN
138
Cetera Advisor Networks
California
$1.73M -$72.2K -695 -4%
Osaic Holdings
139
Osaic Holdings
Arizona
$1.69M +$504K +4,851 +41%
DekaBank Deutsche Girozentrale
140
DekaBank Deutsche Girozentrale
Germany
$1.66M +$1.71M +16,469 New
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$1.65M +$1.69M +16,286 New
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$1.64M – – –
Balyasny Asset Management
143
Balyasny Asset Management
Illinois
$1.63M -$2.04M -19,644 -55%
Los Angeles Capital Management
144
Los Angeles Capital Management
California
$1.63M -$95.7K -921 -5%
DTL
145
Dynamic Technology Lab
Singapore
$1.56M +$1.39M +13,379 +665%
Vontobel Holding
146
Vontobel Holding
Switzerland
$1.56M +$262K +2,518 +20%
AQR Capital Management
147
AQR Capital Management
Connecticut
$1.51M +$1.55M +14,876 New
BCM
148
BlueCrest Capital Management
Jersey
$1.5M +$1.54M +14,818 New
ASRS
149
Arizona State Retirement System
Arizona
$1.43M +$29.6K +285 +2%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$1.43M -$108K -1,038 -7%
4 5
6
7 8

WK Hedge Fund Activity: Q3 2023 in Review

332 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2023, worth a combined $4.69B — up 1.4% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WK positions and 25 closed out — a net gain of 28 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $48.7M. The largest seller was Sculptor Capital, cutting an estimated $64.6M.

  • 332 institutional investors held Workiva (WK) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $4.69B of Workiva stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 53 funds opened new Workiva positions in Q3 2023 and 25 closed out, a net change of +28 holders.
  • The largest Workiva buyer in Q3 2023 was JP Morgan Chase, an estimated $48.7M added.
  • The largest Workiva seller in Q3 2023 was Sculptor Capital, an estimated $64.6M sold.

Based on aggregated 13F filings for Q3 2023.