291 hedge funds and large institutions have $3.6B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
90
Reduced
124
Closed
41
Calls
$6.53M
Puts
$4.68M
Net Calls
+$1.85M
Net Calls Change
-$608K
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$766K -$2.19M -27,674 -74%
Empower Advisory Group
152
Empower Advisory Group
Colorado
$675K +$870 +11 +0.1%
HCA
153
Harbor Capital Advisors
Illinois
$674K -$29.1K -368 -4%
LB
154
Legacy Bridge
Iowa
$669K
MNBTD
155
Moody National Bank Trust Division
Texas
$666K -$438K -5,540 -40%
GCP
156
GSA Capital Partners
United Kingdom
$641K +$641K +8,097 New
CP
157
CenterBook Partners
Connecticut
$552K -$844K -10,673 -60%
Commonwealth Equity Services
158
Commonwealth Equity Services
Massachusetts
$523K -$19.6K -248 -4%
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$516K -$51K -645 -9%
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$507K +$53K +670 +12%
TRCT
161
Tower Research Capital (TRC)
New York
$503K -$572K -7,226 -53%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$498K -$870 -11 -0.2%
Victory Capital Management
163
Victory Capital Management
Texas
$490K -$4.43K -56 -0.9%
FC
164
FORA Capital
Florida
$479K +$479K +6,059 New
SSA
165
Schonfeld Strategic Advisors
New York
$479K +$479K +6,050 New
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$467K +$467K +5,907 New
LCM
167
Landscape Capital Management
New Jersey
$466K -$284K -3,592 -38%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$442K +$442K +5,612 New
GT
169
Glenmede Trust
Pennsylvania
$441K -$4.67K -59 -1%
MML Investors Services
170
MML Investors Services
Massachusetts
$426K -$111K -1,398 -21%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$398K +$95.2K +1,203 +31%
ET
172
Entropy Technologies
New York
$398K +$398K +5,027 New
AIP
173
Ameritas Investment Partners
Nebraska
$397K
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$396K
WIA
175
World Investment Advisors
California
$396K +$396K +5,000 New