Workiva
306 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, 111 reducing their positions, and 36 closing their positions.
109% more call options, than puts
Call options by funds: $19.2M | Put options by funds: $9.22M
0.39% more ownership
Funds ownership: 91.4% → 91.79% (+0.39%)
0% more capital invested
Capital invested by funds: $4.61B → $4.62B (+$13.7M)
4% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 111
8% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 36
1% less funds holding
Funds holding: 310 → 306 (-4)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$59.6M |
| 2 |
SC
Sculptor Capital
New York
|
+$30.4M |
| 3 |
BlackRock
New York
|
+$29.2M |
| 4 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$29M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$25.4M |
Top Sellers
WK Hedge Fund Activity: Q2 2023 in Review
306 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2023, worth a combined $4.62B — up 0.3% from $4.61B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of WK and 33 opened new positions — a net loss of 3 holders — while 111 trimmed existing stakes and 107 added.
The largest buyer was Macquarie Group, adding an estimated $59.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.8M.
- 306 institutional investors held Workiva (WK) as of Q2 2023, down from 310 in Q1 2023.
- Funds reported $4.62B of Workiva stock for Q2 2023, up 0.3% quarter-over-quarter.
- 33 funds opened new Workiva positions in Q2 2023 and 36 closed out, a net change of -3 holders.
- The largest Workiva buyer in Q2 2023 was Macquarie Group, an estimated $59.6M added.
- The largest Workiva seller in Q2 2023 was T. Rowe Price Associates, an estimated $42.8M sold.
Based on aggregated 13F filings for Q2 2023.