301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-22
Holders Change %
-6.81%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
111
Reduced
122
Closed
54
Calls
$7.88M
Puts
$7.28M
Net Calls
+$594K
Net Calls Change
-$6.35M
Name Holding Trade Value Shares
Change
Shares
Change %
Victory Capital Management
151
Victory Capital Management
Texas
$862K +$315K +3,712 +57%
ProShare Advisors
152
ProShare Advisors
Maryland
$811K +$75.3K +888 +10%
N
153
Numerai
California
$808K -$2.78M -32,749 -77%
Marshall Wace
154
Marshall Wace
United Kingdom
$767K +$767K +9,050 New
Envestnet Portfolio Solutions
155
Envestnet Portfolio Solutions
Illinois
$761K -$17.9K -211 -2%
Empower Advisory Group
156
Empower Advisory Group
Colorado
$723K
MML Investors Services
157
MML Investors Services
Massachusetts
$722K +$25.1K +296 +4%
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
$678K
BB
159
Bell Bank
North Dakota
$678K -$97.4K -1,149 -13%
Schroder Investment Management Group
160
Schroder Investment Management Group
United Kingdom
$667K +$227K +2,672 +52%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$657K -$22.2K -259 -3%
PAS
162
Park Avenue Securities
New York
$608K -$7.89K -93 -1%
FRM
163
Fox Run Management
Connecticut
$600K +$600K +7,074 New
CC
164
Corton Capital
Ontario, Canada
$592K -$28K -330 -5%
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$584K -$327K -3,861 -36%
Principal Financial Group
166
Principal Financial Group
Iowa
$567K +$80.6K +951 +17%
HCA
167
Harbor Capital Advisors
Illinois
$560K -$265K -3,124 -32%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$525K -$21.1K -79 -4%
FA
169
FDx Advisors
Illinois
$521K -$1.1K -13 -0.2%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$513K +$339 +4 +0.1%
CCIA
171
Campbell & Co Investment Adviser
Maryland
$503K +$130K +1,537 +35%
Pictet Asset Management
172
Pictet Asset Management
Switzerland
$499K +$14.2K +168 +3%
Creative Planning
173
Creative Planning
Kansas
$486K +$129K +1,521 +36%
IWA
174
Icon Wealth Advisors
Texas
$474K -$47.7K -563 -9%
PD
175
Point72 (DIFC)
United Arab Emirates
$470K +$470K +5,546 New