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Workiva
WK

Overview Fund Activity

270 hedge funds and large institutions have $3.75B invested in Workiva in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 101 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+9
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
93
Reduced
101
Closed
37
Calls
$30.1M
Puts
$1.7M
Net Calls
+$28.4M
Net Calls Change
+$26.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$118M
2
BCM
Brown Capital Management
Maryland
$22.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$385M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$69.3M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$167M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$13M
2
First Trust Advisors
First Trust Advisors
Illinois
$59.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$59.8M
4
BlackRock
BlackRock
New York
$292M
5
PIMC
Praesidium Investment Management Company
New York
$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
151
Alpha Paradigm Partners
Illinois
$579K +$579K +6,898 New
IWA
152
Icon Wealth Advisors
Texas
$545K -$42.5K -506 -7%
VFA
153
Voya Financial Advisors
Connecticut
$541K -$176K -2,103 -25%
JPMPWA
154
J.P. Morgan Private Wealth Advisors
California
$539K -$2.77K -33 -0.5%
VAS
155
Vestmark Advisory Solutions
Massachusetts
$519K -$37.9K -451 -7%
SG
156
Stonnington Group
California
$517K +$517K +6,000 New
WP
157
Woodline Partners
California
$497K -$261K -3,104 -34%
Principal Financial Group
158
Principal Financial Group
Iowa
$481K -$100K -1,194 -17%
PAMS
159
Pictet Asset Management (Switzerland)
Switzerland
$460K +$220K +2,623 +92%
Victory Capital Management
160
Victory Capital Management
Texas
$439K -$252 -3 -0.1%
PFO
161
Pathstone Family Office
New Jersey
$437K +$437K +3,206 New
RAG
162
RIA Advisory Group
Iowa
$427K +$427K +5,086 New
CB
163
Commerce Bank
Missouri
$426K +$426K +5,075 New
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$426K -$124K -1,479 -23%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$420K – – –
TPW
166
Transatlantique Private Wealth
New York
$409K +$75.4K +900 +23%
FHB
167
First Hawaiian Bank
Hawaii
$408K -$504 -6 -0.1%
LPL Financial
168
LPL Financial
California
$403K +$15.4K +183 +4%
TWM
169
Tradition Wealth Management
Minnesota
$400K – – –
DIM
170
DC Investments Management
Virginia
$383K +$383K +4,559 New
SRC
171
Sage Rhino Capital
California
$380K +$1.34K +16 +0.4%
HFS
172
Hantz Financial Services
Michigan
$374K +$30.6K +365 +9%
CGH
173
Crossmark Global Holdings
Texas
$373K +$37.2K +442 +11%
FG
174
Foster Group
Iowa
$355K +$3.44K +41 +1%
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
$350K -$13.2K -157 -4%
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