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Workiva
315 hedge funds and large institutions have $5.17B invested in Workiva in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 95 increasing their positions, 114 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
62% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 37
42% more capital invested
Capital invested by funds: $3.64B → $5.17B (+$1.53B)
7% more funds holding
Funds holding: 294 → 315 (+21)
1.99% more ownership
Funds ownership: 89.58% → 91.58% (+2%)
17% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 114
63% less call options, than puts
Call options by funds: $3.24M | Put options by funds: $8.84M
Holders
315
Holders Change
+21
Holders Change %
+7.14%
% of All Funds
4.15%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
60
Increased
95
Reduced
114
Closed
37
Calls
$3.24M
Puts
$8.84M
Net Calls
-$5.59M
Net Calls Change
-$7.45M
Top Buyers
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$50.1M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$43.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$41.3M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$27.7M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
+$25.8M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$57.3M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$25.4M |
| 3 |
JP Morgan Chase
New York
|
-$19.8M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$16.7M |
| 5 |
Morgan Stanley
New York
|
-$16.4M |
