323 hedge funds and large institutions have $4.83B invested in Workiva in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-8
Holders Change %
-2.42%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
37
Increased
114
Reduced
126
Closed
40
Calls
$17.3M
Puts
$10.4M
Net Calls
+$6.95M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
151
Osaic Holdings
Arizona
$1.13M -$565K -5,567 -33%
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$1.09M -$29.6K -292 -3%
Holocene Advisors
153
Holocene Advisors
New York
$1.08M +$1.08M +10,659 New
TF
154
Talbot Financial
Washington
$1.07M
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$1.04M +$26.5K +261 +3%
SCM
156
Semanteon Capital Management
Massachusetts
$996K +$996K +9,812 New
HCA
157
Harbor Capital Advisors
Illinois
$988K +$108K +1,059 +12%
QC
158
Quadrature Capital
United Kingdom
$944K -$1.28M -12,661 -58%
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$933K -$34.8K -343 -4%
BB
160
Bell Bank
North Dakota
$928K -$84.8K -835 -8%
VIM
161
Vancity Investment Management
British Columbia, Canada
$925K +$113K +1,113 +14%
PTC
162
Petrus Trust Company
Texas
$918K +$147K +1,447 +19%
GT
163
Glenmede Trust
Pennsylvania
$910K -$194K -1,915 -18%
ECM
164
ExodusPoint Capital Management
New York
$907K +$907K +8,938 New
ProShare Advisors
165
ProShare Advisors
Maryland
$881K +$203K +1,998 +30%
Empower Advisory Group
166
Empower Advisory Group
Colorado
$865K -$14.2K -140 -2%
AIM
167
Aigen Investment Management
New York
$839K +$839K +8,260 New
MML Investors Services
168
MML Investors Services
Massachusetts
$834K +$39.4K +388 +5%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$824K +$62.9K +605 +8%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$812K +$112K +1,100 +16%
TRCT
171
Tower Research Capital (TRC)
New York
$771K +$593K +5,840 +332%
DZ Bank
172
DZ Bank
Germany
$770K +$770K +7,588 New
VF
173
Virtu Financial
New York
$757K +$757K +7,454 New
CC
174
Corton Capital
Ontario, Canada
$743K +$420K +4,138 +130%
PAS
175
Park Avenue Securities
New York
$737K -$58.4K -576 -7%