WK icon

Workiva
WK

Overview Fund Activity

309 hedge funds and large institutions have $4.61B invested in Workiva in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 100 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+39
Holders Change %
+14.44%
% of All Funds
4.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
62
Increased
100
Reduced
104
Closed
17
Calls
$23.5M
Puts
$4.71M
Net Calls
+$18.8M
Net Calls Change
-$9.6M

Top Buyers

1
BCM
Brown Capital Management
Maryland
$70.7M
2
SC
Sculptor Capital
New York
$34.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$179M
4
WP
Woodline Partners
California
$32.1M
5
Macquarie Group
Macquarie Group
Australia
$129M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
$66.5M
2
Brown Advisory
Brown Advisory
Maryland
$138M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$171M
4
ClearBridge Investments
ClearBridge Investments
New York
$47.3M
5
RP
Riverbridge Partners
Minnesota
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
HM
176
Harvest Management
New York
$543K -$261K -2,550 -32%
CB
177
Commerce Bank
Missouri
$542K +$22.3K +218 +4%
Principal Financial Group
178
Principal Financial Group
Iowa
$536K -$50.1K -489 -9%
Victory Capital Management
179
Victory Capital Management
Texas
$531K -$4.1K -40 -0.8%
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$527K +$7.38K +72 +1%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$512K – – –
CWA
182
CM Wealth Advisors
Ohio
$503K +$503K +5,356 New
RAG
183
RIA Advisory Group
Iowa
$501K -$20.2K -197 -4%
TPW
184
Transatlantique Private Wealth
New York
$500K – – –
FHB
185
First Hawaiian Bank
Hawaii
$495K -$2.05K -20 -0.4%
TWM
186
Tradition Wealth Management
Minnesota
$488K – – –
NYLIM
187
New York Life Investment Management
New York
$488K +$488K +4,765 New
SG
188
Stonnington Group
California
$486K -$97.1K -1,000 -17%
LPL Financial
189
LPL Financial
California
$483K -$8.81K -86 -2%
SO
190
STRS Ohio
Ohio
$471K +$51.2K +500 +12%
DIM
191
DC Investments Management
Virginia
$467K – – –
AP
192
AtonRa Partners
Switzerland
$465K +$465K +4,545 New
SRC
193
Sage Rhino Capital
California
$464K +$922 +9 +0.2%
CGH
194
Crossmark Global Holdings
Texas
$454K – – –
Walleye Capital
195
Walleye Capital
New York
$448K +$448K +4,370 New
Truist Financial
196
Truist Financial
North Carolina
$444K +$17.6K +172 +4%
FG
197
Foster Group
Iowa
$433K – – –
HFS
198
Hantz Financial Services
Michigan
$417K -$38.9K -380 -9%
AAM
199
Advisors Asset Management
Colorado
$404K -$372K -3,634 -48%
AIP
200
Ameritas Investment Partners
Nebraska
$392K +$9.32K +91 +2%
6 7
8
9 10