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Workiva
WK

Overview Fund Activity

270 hedge funds and large institutions have $3.75B invested in Workiva in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 101 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+9
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
93
Reduced
101
Closed
37
Calls
$30.1M
Puts
$1.7M
Net Calls
+$28.4M
Net Calls Change
+$26.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$118M
2
BCM
Brown Capital Management
Maryland
$22.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$385M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$69.3M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$167M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$13M
2
First Trust Advisors
First Trust Advisors
Illinois
$59.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$59.8M
4
BlackRock
BlackRock
New York
$292M
5
PIMC
Praesidium Investment Management Company
New York
$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
176
Truist Financial
North Carolina
$350K -$26.5K -316 -7%
AIP
177
Ameritas Investment Partners
Nebraska
$346K – – –
MOS
178
MGO One Seven
Ohio
$345K -$17K -202 -5%
SO
179
STRS Ohio
Ohio
$344K +$109K +1,300 +46%
HWMA
180
Heritage Wealth Management (Arizona)
Arizona
$332K +$170K +2,021 +105%
GC
181
Gilbert & Cook
Iowa
$319K – – –
Calamos Advisors
182
Calamos Advisors
Illinois
$315K +$315K +3,755 New
SIMG
183
Sonora Investment Management Group
Arizona
$304K – – –
HR
184
Hardy Reed
Mississippi
$301K – – –
FA
185
FDx Advisors
Illinois
$300K -$43.7K -520 -13%
Baird Financial Group
186
Baird Financial Group
Wisconsin
$299K +$56.5K +675 +23%
SC
187
Steph & Co
Wisconsin
$284K -$755 -9 -0.3%
Wolverine Trading
188
Wolverine Trading
Illinois
$266K +$266K +3,166 New
BWM
189
Baron Wealth Management
Michigan
$258K +$258K +3,072 New
MLICM
190
Metropolitan Life Insurance Company (MetLife)
New York
$254K +$12.1K +144 +5%
VPIM
191
Vanguard Personalized Indexing Management
California
$251K +$251K +2,985 New
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$249K +$2.35K +28 +1%
Creative Planning
193
Creative Planning
Kansas
$242K +$242K +2,881 New
Group One Trading
194
Group One Trading
Illinois
$233K +$233K +2,777 New
X
195
Xponance
Pennsylvania
$229K +$4.2K +50 +2%
HSBC Holdings
196
HSBC Holdings
United Kingdom
$227K -$604K -7,197 -73%
WA
197
Wealth Alliance
New York
$224K +$224K +2,671 New
VT
198
Vise Technologies
New York
$223K +$223K +2,656 New
AWS
199
Atria Wealth Solutions
New York
$223K -$37.1K -442 -14%
AT
200
American Trust
Kentucky
$218K -$6.47K -77 -3%
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