We are live on ! Find out more
WK icon

Workiva
WK

324 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

67% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $10.4M

2.33% more ownership

Funds ownership: 92.51% → 94.84% (+2.3%)

3% more capital invested

Capital invested by funds: $4.69B → $4.83B (+$148M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

10% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 126

2% less funds holding

Funds holding: 332 → 324 (-8)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
4.72%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.1M
2
Morgan Stanley
Morgan Stanley
New York
+$31.7M
3
BlackRock
BlackRock
New York
+$26.2M
4
BCM
Brown Capital Management
Maryland
+$22.6M
5
Man Group
Man Group
United Kingdom
+$10.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$17.9M
2
Lazard Asset Management
Lazard Asset Management
New York
-$14.5M
3
RI
Redwood Investments
Massachusetts
-$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
126
Mariner
Kansas
$2.13M +$314K +3,256 +18%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$2.12M +$74.7K +775 +4%
LB
128
Legacy Bridge
Iowa
$2.06M -$6.75K -70 -0.3%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$2.03M +$571K +5,922 +42%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$1.94M +$7.91K +82 +0.4%
LPL Financial
131
LPL Financial
California
$1.9M -$197K -2,041 -10%
AAM
132
Azzad Asset Management
Virginia
$1.82M -$3.67K -38 -0.2%
MFIM
133
Mesirow Financial Investment Management
Illinois
$1.8M +$1.71M +17,767 New
APP
134
Avantax Planning Partners
Iowa
$1.8M +$868 +9 +0.1%
QT
135
Quantbot Technologies
New York
$1.78M +$989K +10,257 +141%
MNBTD
136
Moody National Bank Trust Division
Texas
$1.77M – – –
TC
137
TwinBeech Capital
New York
$1.73M +$1.64M +17,014 New
CAN
138
Cetera Advisor Networks
California
$1.72M -$4.73K -49 -0.3%
Ensign Peak Advisors
139
Ensign Peak Advisors
Utah
$1.72M +$67.5K +700 +4%
Assenagon Asset Management
140
Assenagon Asset Management
Luxembourg
$1.72M -$142K -1,474 -8%
Los Angeles Capital Management
141
Los Angeles Capital Management
California
$1.63M – – –
Vontobel Holding
142
Vontobel Holding
Switzerland
$1.52M -$44.6K -462 -3%
DTL
143
Dynamic Technology Lab
Singapore
$1.48M -$80.1K -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 -$84.4K -875 -6%
FCI
146
Financial Counselors Inc
Kansas
$1.33M – – –
AR
147
Advisory Research
Illinois
$1.29M -$1.14M -11,871 -48%
TPI
148
Trust Point Inc
Wisconsin
$1.25M +$1.19M +12,325 New
N
149
Natixis
France
$1.19M -$28.5K -296 -2%
SSA
150
Schonfeld Strategic Advisors
New York
$1.15M +$1.09M +11,314 New
4 5
6
7 8

WK Hedge Fund Activity: Q4 2023 in Review

324 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2023, worth a combined $4.83B — up 3.2% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WK and 37 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 114 added.

The largest buyer was Fidelity Investments, adding an estimated $57.1M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 324 institutional investors held Workiva (WK) as of Q4 2023, down from 332 in Q3 2023.
  • Funds reported $4.83B of Workiva stock for Q4 2023, up 3.2% quarter-over-quarter.
  • 37 funds opened new Workiva positions in Q4 2023 and 40 closed out, a net change of -3 holders.
  • The largest Workiva buyer in Q4 2023 was Fidelity Investments, an estimated $57.1M added.
  • The largest Workiva seller in Q4 2023 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2023.