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Workiva
WK

332 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $8.1M

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

8% more funds holding

Funds holding: 306 → 332 (+26)

1% more capital invested

Capital invested by funds: $4.62B → $4.69B (+$62.6M)

0.72% more ownership

Funds ownership: 91.79% → 92.51% (+0.72%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

Holders
332
Holders Change
+26
Holders Change %
+8.5%
% of All Funds
5.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
53
Increased
109
Reduced
114
Closed
25
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$48.7M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$43.6M
3
Invesco
Invesco
Georgia
+$41.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23M
5
Lazard Asset Management
Lazard Asset Management
New York
+$15.9M

Top Sellers

1
SC
Sculptor Capital
New York
-$64.6M
2
PIMC
Praesidium Investment Management Company
New York
-$38.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.7M
4
CIP
Champlain Investment Partners
Vermont
-$27.1M
5
TCM
Tensile Capital Management
California
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
151
Jane Street
New York
$1.42M -$6.52M -62,760 -82%
State Board of Administration of Florida Retirement System
152
State Board of Administration of Florida Retirement System
Florida
$1.42M +$8.31K +80 +0.6%
FCI
153
Financial Counselors Inc
Kansas
$1.32M – – –
HSBC Holdings
154
HSBC Holdings
United Kingdom
$1.25M +$684K +6,585 +117%
N
155
Natixis
France
$1.22M -$239K -2,300 -16%
EGM
156
Engineers Gate Manager
New York
$1.12M +$448K +4,309 +64%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$1.12M -$58K -558 -5%
GT
158
Glenmede Trust
Pennsylvania
$1.1M +$221K +2,125 +24%
Calamos Advisors
159
Calamos Advisors
Illinois
$1.1M -$530K -5,100 -32%
HF
160
HRT Financial
New York
$1.09M +$1.12M +10,814 New
TF
161
Talbot Financial
Washington
$1.06M – – –
Acadian Asset Management
162
Acadian Asset Management
Massachusetts
$1.02M +$1.05M +10,070 New
BB
163
Bell Bank
North Dakota
$1.01M -$44.4K -427 -4%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$1.01M +$144K +1,389 +16%
HI
165
HBK Investments
Texas
$1M +$1.03M +9,879 New
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$966K +$991K +9,532 New
HCA
167
Harbor Capital Advisors
Illinois
$879K -$17.9K -172 -2%
Empower Advisory Group
168
Empower Advisory Group
Colorado
$878K -$2.29K -22 -0.3%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$823K +$20.3K +195 +3%
VIM
170
Vancity Investment Management
British Columbia, Canada
$811K – – –
BFM
171
Boothbay Fund Management
New York
$805K +$825K +7,942 New
ECU
172
Eisler Capital (US)
New York
$804K +$824K +7,930 New
PAS
173
Park Avenue Securities
New York
$794K +$815K +7,839 New
MML Investors Services
174
MML Investors Services
Massachusetts
$793K -$16.7K -161 -2%
PTC
175
Petrus Trust Company
Texas
$769K +$371K +3,573 +89%
5 6
7
8 9

WK Hedge Fund Activity: Q3 2023 in Review

332 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2023, worth a combined $4.69B — up 1.4% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WK positions and 25 closed out — a net gain of 28 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $48.7M. The largest seller was Sculptor Capital, cutting an estimated $64.6M.

  • 332 institutional investors held Workiva (WK) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $4.69B of Workiva stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 53 funds opened new Workiva positions in Q3 2023 and 25 closed out, a net change of +28 holders.
  • The largest Workiva buyer in Q3 2023 was JP Morgan Chase, an estimated $48.7M added.
  • The largest Workiva seller in Q3 2023 was Sculptor Capital, an estimated $64.6M sold.

Based on aggregated 13F filings for Q3 2023.