323 hedge funds and large institutions have $4.83B invested in Workiva in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-8
Holders Change %
-2.42%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
37
Increased
114
Reduced
126
Closed
40
Calls
$17.3M
Puts
$10.4M
Net Calls
+$6.95M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
126
Mariner
Kansas
$2.13M +$331K +3,256 +18%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$2.12M +$78.7K +775 +4%
LB
128
Legacy Bridge
Iowa
$2.06M -$7.11K -70 -0.3%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$2.03M +$601K +5,922 +42%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$1.94M +$8.32K +82 +0.4%
LPL Financial
131
LPL Financial
California
$1.9M -$207K -2,041 -10%
AAM
132
Azzad Asset Management
Virginia
$1.82M -$3.86K -38 -0.2%
MFIM
133
Mesirow Financial Investment Management
Illinois
$1.8M +$1.8M +17,767 New
APP
134
Avantax Planning Partners
Iowa
$1.8M +$914 +9 +0.1%
QT
135
Quantbot Technologies
New York
$1.78M +$1.04M +10,257 +141%
MNBTD
136
Moody National Bank Trust Division
Texas
$1.77M
TC
137
TwinBeech Capital
New York
$1.73M +$1.73M +17,014 New
CAN
138
Cetera Advisor Networks
California
$1.72M -$4.98K -49 -0.3%
Ensign Peak Advisors
139
Ensign Peak Advisors
Utah
$1.72M +$71.1K +700 +4%
Assenagon Asset Management
140
Assenagon Asset Management
Luxembourg
$1.72M -$150K -1,474 -8%
Los Angeles Capital Management
141
Los Angeles Capital Management
California
$1.63M
Vontobel Holding
142
Vontobel Holding
Switzerland
$1.52M -$46.9K -462 -3%
DTL
143
Dynamic Technology Lab
Singapore
$1.48M -$84.4K -831 -5%
State Board of Administration of Florida Retirement System
144
State Board of Administration of Florida Retirement System
Florida
$1.42M
ASRS
145
Arizona State Retirement System
Arizona
$1.34M -$88.8K -875 -6%
FCI
146
Financial Counselors Inc
Kansas
$1.33M
AR
147
Advisory Research
Illinois
$1.29M -$1.21M -11,871 -48%
TPI
148
Trust Point Inc
Wisconsin
$1.25M +$1.25M +12,325 New
N
149
Natixis
France
$1.19M -$30.1K -296 -2%
SSA
150
Schonfeld Strategic Advisors
New York
$1.15M +$1.15M +11,314 New