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Workiva
WK

Overview Fund Activity

309 hedge funds and large institutions have $4.61B invested in Workiva in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 100 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+39
Holders Change %
+14.44%
% of All Funds
4.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
62
Increased
100
Reduced
104
Closed
17
Calls
$23.5M
Puts
$4.71M
Net Calls
+$18.8M
Net Calls Change
-$9.6M

Top Buyers

1
BCM
Brown Capital Management
Maryland
$70.7M
2
SC
Sculptor Capital
New York
$34.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$179M
4
WP
Woodline Partners
California
$32.1M
5
Macquarie Group
Macquarie Group
Australia
$129M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
$66.5M
2
Brown Advisory
Brown Advisory
Maryland
$138M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$171M
4
ClearBridge Investments
ClearBridge Investments
New York
$47.3M
5
RP
Riverbridge Partners
Minnesota
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
151
MML Investors Services
Massachusetts
$870K -$125K -1,223 -13%
LB
152
Legacy Bridge
Iowa
$866K – – –
Squarepoint
153
Squarepoint
New York
$863K +$863K +8,423 New
DT
154
Diversified Trust
Tennessee
$862K -$54.5K -532 -6%
BC
155
Brookfield Corp
Ontario, Canada
$859K +$859K +8,389 New
AIA
156
Affinity Investment Advisors
California
$853K – – –
IWP
157
Icon Wealth Partners
Texas
$836K +$836K +8,161 New
VIM
158
Vancity Investment Management
British Columbia, Canada
$819K +$819K +7,999 New
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$780K +$60.8K +594 +8%
I
160
InceptionR
California
$772K +$772K +7,540 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$737K -$2.25K -22 -0.3%
E
162
Ergoteles
New York
$728K +$728K +7,105 New
VRS
163
Virginia Retirement Systems
Virginia
$727K -$61.4K -600 -8%
VF
164
Virtu Financial
New York
$720K +$720K +7,032 New
PCIA
165
Prime Capital Investment Advisors
Kansas
$717K +$717K +7,000 New
Handelsbanken Fonder
166
Handelsbanken Fonder
Sweden
$707K – – –
AB
167
Amalgamated Bank
New York
$692K -$111K -1,081 -14%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$680K +$680K +6,565 New
VAS
169
Vestmark Advisory Solutions
Massachusetts
$661K +$27.2K +266 +4%
JPMPWA
170
J.P. Morgan Private Wealth Advisors
California
$655K -$2.77K -27 -0.4%
CC
171
Centiva Capital
New York
$621K +$365K +3,566 +143%
Prudential Financial
172
Prudential Financial
New Jersey
$618K -$25.3K -323 -4%
ProShare Advisors
173
ProShare Advisors
Maryland
$598K -$191K -1,861 -24%
PAMS
174
Pictet Asset Management (Switzerland)
Switzerland
$561K – – –
VFA
175
Voya Financial Advisors
Connecticut
$560K -$86.4K -865 -13%
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7
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