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Workiva
WK

Overview Fund Activity

305 hedge funds and large institutions have $4.62B invested in Workiva in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 36 closing their positions.

Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
107
Reduced
110
Closed
36
Calls
$19.2M
Puts
$9.22M
Net Calls
+$10M
Net Calls Change
-$8.82M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$191M
2
SC
2
Sculptor Capital
New York
$66.7M
3
BlackRock
3
BlackRock
New York
$381M
4
BCM
4
Brown Capital Management
Maryland
$101M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$26.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.2M
2
PIMC
2
Praesidium Investment Management Company
New York
$38.7M
3
CIP
3
Champlain Investment Partners
Vermont
$117M
4
SAM
4
Silvercrest Asset Management
New York
$1.28M
5
WP
5
Woodline Partners
California
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
HCA
151
Harbor Capital Advisors
Illinois
$899K 8,845 +8,845 New
GT
152
Glenmede Trust
Pennsylvania
$897K 8,755 – –
Empower Advisory Group
153
Empower Advisory Group
Colorado
$883K 8,683 +12 +0.1%
SSA
154
Schonfeld Strategic Advisors
New York
$874K 8,600 -5,773 -40%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$869K 8,545 +924 +12%
VIM
156
Vancity Investment Management
British Columbia, Canada
$813K 7,999 – –
MML Investors Services
157
MML Investors Services
Massachusetts
$812K 7,989 -507 -6%
JFG
158
Jefferies Financial Group
New York
$793K 7,800 -9,170 -54%
FA
159
FDx Advisors
Illinois
$792K 7,787 +4,215 +118%
AB
160
Amalgamated Bank
New York
$752K 7,395 +634 +9%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$733K 7,122 +557 +8%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$732K 7,197 – –
PCIA
163
Prime Capital Investment Advisors
Kansas
$732K 7,200 +200 +3%
IWP
164
Icon Wealth Partners
Texas
$722K 7,105 -1,056 -13%
ACM
165
Aquatic Capital Management
Illinois
$722K 7,100 +4,200 +145%
DT
166
Diversified Trust
Tennessee
$721K 7,095 -1,325 -16%
VRS
167
Virginia Retirement Systems
Virginia
$712K 7,000 -100 -1%
AIA
168
Affinity Investment Advisors
California
$709K 6,976 -1,353 -16%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$701K 6,900 – –
EGM
170
Engineers Gate Manager
New York
$689K 6,775 +4,414 +187%
Prudential Financial
171
Prudential Financial
New Jersey
$681K 6,696 -1,196 -15%
ProShare Advisors
172
ProShare Advisors
Maryland
$677K 6,655 +814 +14%
JPMPWA
173
J.P. Morgan Private Wealth Advisors
California
$649K 6,380 -14 -0.2%
VAS
174
Vestmark Advisory Solutions
Massachusetts
$621K 6,113 -338 -5%
Principal Financial Group
175
Principal Financial Group
Iowa
$587K 5,777 +540 +10%
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