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Workiva
WK

Overview Fund Activity

331 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 24 closing their positions.

Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
109
Reduced
114
Closed
24
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$144M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$69.3M
3
Invesco
3
Invesco
Georgia
$119M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$187M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$15.5M

Top Sellers

1
SC
1
Sculptor Capital
New York
$3.5M
2
PIMC
2
Praesidium Investment Management Company
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$64.5M
4
CIP
4
Champlain Investment Partners
Vermont
$90.3M
5
TCM
5
Tensile Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
151
Jane Street
New York
$1.42M 14,043 -62,760 -82%
State Board of Administration of Florida Retirement System
152
State Board of Administration of Florida Retirement System
Florida
$1.42M 13,970 +80 +0.6%
FCI
153
Financial Counselors Inc
Kansas
$1.32M 13,064 – –
HSBC Holdings
154
HSBC Holdings
United Kingdom
$1.25M 12,233 +6,585 +117%
N
155
Natixis
France
$1.22M 12,026 -2,300 -16%
EGM
156
Engineers Gate Manager
New York
$1.12M 11,084 +4,309 +64%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$1.12M 11,041 -558 -5%
GT
158
Glenmede Trust
Pennsylvania
$1.1M 10,880 +2,125 +24%
Calamos Advisors
159
Calamos Advisors
Illinois
$1.1M 10,837 -5,100 -32%
HF
160
HRT Financial
New York
$1.1M 10,814 +10,814 New
TF
161
Talbot Financial
Washington
$1.06M 10,500 – –
Acadian Asset Management
162
Acadian Asset Management
Massachusetts
$1.02M 10,070 +10,070 New
BB
163
Bell Bank
North Dakota
$1.01M 9,974 -427 -4%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$1.01M 9,934 +1,389 +16%
HI
165
HBK Investments
Texas
$1M 9,879 +9,879 New
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$966K 9,532 +9,532 New
HCA
167
Harbor Capital Advisors
Illinois
$879K 8,673 -172 -2%
Empower Advisory Group
168
Empower Advisory Group
Colorado
$878K 8,661 -22 -0.3%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$823K 7,317 +195 +3%
VIM
170
Vancity Investment Management
British Columbia, Canada
$811K 7,999 – –
BFM
171
Boothbay Fund Management
New York
$805K 7,942 +7,942 New
ECU
172
Eisler Capital (US)
New York
$804K 7,930 +7,930 New
PAS
173
Park Avenue Securities
New York
$794K 7,839 +7,839 New
MML Investors Services
174
MML Investors Services
Massachusetts
$793K 7,828 -161 -2%
PTC
175
Petrus Trust Company
Texas
$769K 7,591 +3,573 +89%
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