WK icon

Workiva
WK

Overview Fund Activity

291 hedge funds and large institutions have $3.6B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 124 reducing their positions, and 41 closing their positions.

Holders
291
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
90
Reduced
124
Closed
41
Calls
$6.53M
Puts
$4.68M
Net Calls
+$1.85M
Net Calls Change
-$608K

Top Buyers

1
BlackRock
1
BlackRock
New York
$401M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$453M
3
RIM
3
Ranger Investment Management
Texas
$39.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$31.6M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$18M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Brown Advisory
2
Brown Advisory
Maryland
$51.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$17.4M
4
DDC
4
DF Dent & Co
Maryland
$5.54M
5
Bessemer Group
5
Bessemer Group
New Jersey
$94K
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
126
Two Sigma Advisers
New York
$1.31M -$1.79M -22,600 -58%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$1.28M – – –
Los Angeles Capital Management
128
Los Angeles Capital Management
California
$1.27M – – –
Vontobel Holding
129
Vontobel Holding
Switzerland
$1.27M -$213K -2,689 -14%
TPI
130
Trust Point Inc
Wisconsin
$1.27M -$172K -2,173 -12%
VI
131
Versor Investments
New York
$1.22M +$1.22M +15,382 New
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$1.19M +$301K +3,800 +34%
VIM
133
Vancity Investment Management
British Columbia, Canada
$1.18M -$982K -12,416 -45%
A
134
AlphaQuest
New York
$1.16M +$944K +11,931 +442%
AIM
135
Aigen Investment Management
New York
$1.13M -$32.8K -415 -3%
Mariner
136
Mariner
Kansas
$1.13M -$16.1K -203 -1%
LPL Financial
137
LPL Financial
California
$1.11M -$474K -5,995 -30%
ASRS
138
Arizona State Retirement System
Arizona
$1.1M +$32.8K +414 +3%
CCIA
139
Campbell & Co Investment Adviser
Maryland
$1.08M -$1.42M -18,008 -57%
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$1.07M – – –
Citadel Advisors
141
Citadel Advisors
Florida
$999K -$8.35M -105,556 -89%
Creative Planning
142
Creative Planning
Kansas
$944K +$400K +5,053 +73%
ACM
143
Aquatic Capital Management
Illinois
$937K +$731K +9,243 +356%
MMEA
144
Main Management ETF Advisors
California
$921K +$921K +11,640 New
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$889K -$94.8K -1,198 -10%
IIM
146
INTECH Investment Management
Florida
$862K +$862K +10,900 New
YIH
147
Y-Intercept (HK)
Hong Kong
$838K -$79.6K -1,006 -9%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$835K – – –
TF
149
Talbot Financial
Washington
$831K – – –
Mirae Asset Global Investments
150
Mirae Asset Global Investments
South Korea
$812K -$112K -1,387 -12%
4 5
6
7 8