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Workiva
WK

324 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

67% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $10.4M

2.33% more ownership

Funds ownership: 92.51% → 94.84% (+2.3%)

3% more capital invested

Capital invested by funds: $4.69B → $4.83B (+$148M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

10% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 126

2% less funds holding

Funds holding: 332 → 324 (-8)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
4.72%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.1M
2
Morgan Stanley
Morgan Stanley
New York
+$31.7M
3
BlackRock
BlackRock
New York
+$26.2M
4
BCM
Brown Capital Management
Maryland
+$22.6M
5
Man Group
Man Group
United Kingdom
+$10.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$17.9M
2
Lazard Asset Management
Lazard Asset Management
New York
-$14.5M
3
RI
Redwood Investments
Massachusetts
-$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$1.13M -$537K -5,567 -33%
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$1.09M -$28.2K -292 -3%
Holocene Advisors
153
Holocene Advisors
New York
$1.08M +$1.03M +10,659 New
TF
154
Talbot Financial
Washington
$1.07M – – –
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$1.04M +$25.2K +261 +3%
SCM
156
Semanteon Capital Management
Massachusetts
$996K +$946K +9,812 New
HCA
157
Harbor Capital Advisors
Illinois
$988K +$102K +1,059 +12%
QC
158
Quadrature Capital
United Kingdom
$944K -$1.22M -12,661 -58%
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$933K -$33.1K -343 -4%
BB
160
Bell Bank
North Dakota
$928K -$80.5K -835 -8%
VIM
161
Vancity Investment Management
British Columbia, Canada
$925K +$107K +1,113 +14%
PTC
162
Petrus Trust Company
Texas
$918K +$140K +1,447 +19%
GT
163
Glenmede Trust
Pennsylvania
$910K -$185K -1,915 -18%
ECM
164
ExodusPoint Capital Management
New York
$907K +$862K +8,938 New
ProShare Advisors
165
ProShare Advisors
Maryland
$881K +$193K +1,998 +30%
Empower Advisory Group
166
Empower Advisory Group
Colorado
$865K -$13.5K -140 -2%
AIM
167
Aigen Investment Management
New York
$839K +$797K +8,260 New
MML Investors Services
168
MML Investors Services
Massachusetts
$834K +$37.4K +388 +5%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$824K +$58.3K +605 +8%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$812K +$106K +1,100 +16%
TRCT
171
Tower Research Capital (TRC)
New York
$771K +$563K +5,840 +332%
DZ Bank
172
DZ Bank
Germany
$770K +$732K +7,588 New
VF
173
Virtu Financial
New York
$757K +$719K +7,454 New
CC
174
Corton Capital
Ontario, Canada
$743K +$399K +4,138 +130%
PAS
175
Park Avenue Securities
New York
$737K -$55.6K -576 -7%
5 6
7
8 9

WK Hedge Fund Activity: Q4 2023 in Review

324 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2023, worth a combined $4.83B — up 3.2% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WK and 37 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 114 added.

The largest buyer was Fidelity Investments, adding an estimated $57.1M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 324 institutional investors held Workiva (WK) as of Q4 2023, down from 332 in Q3 2023.
  • Funds reported $4.83B of Workiva stock for Q4 2023, up 3.2% quarter-over-quarter.
  • 37 funds opened new Workiva positions in Q4 2023 and 40 closed out, a net change of -3 holders.
  • The largest Workiva buyer in Q4 2023 was Fidelity Investments, an estimated $57.1M added.
  • The largest Workiva seller in Q4 2023 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2023.