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Workiva
WK

Overview Fund Activity

305 hedge funds and large institutions have $4.62B invested in Workiva in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
33
Increased
107
Reduced
110
Closed
36
Calls
$19.2M
Puts
$9.22M
Net Calls
+$10M
Net Calls Change
-$8.82M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$191M
2
SC
2
Sculptor Capital
New York
$66.7M
3
BlackRock
3
BlackRock
New York
$381M
4
BCM
4
Brown Capital Management
Maryland
$101M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$26.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$40.2M
2
PIMC
2
Praesidium Investment Management Company
New York
$38.7M
3
CIP
3
Champlain Investment Partners
Vermont
$117M
4
SAM
4
Silvercrest Asset Management
New York
$1.28M
5
WP
5
Woodline Partners
California
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMS
176
Pictet Asset Management (Switzerland)
Switzerland
$581K +$23.8K +234 +4%
HSBC Holdings
177
HSBC Holdings
United Kingdom
$575K -$348K -3,422 -38%
VFA
178
Voya Financial Advisors
Connecticut
$562K -$5.06K -50 -0.9%
Voloridge Investment Management
179
Voloridge Investment Management
Florida
$556K +$556K +5,467 New
SO
180
STRS Ohio
Ohio
$538K +$71.1K +700 +15%
CB
181
Commerce Bank
Missouri
$516K -$22.2K -218 -4%
Victory Capital Management
182
Victory Capital Management
Texas
$515K -$12.1K -119 -2%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$509K – – –
TPW
184
Transatlantique Private Wealth
New York
$497K – – –
Schroder Investment Management Group
185
Schroder Investment Management Group
United Kingdom
$496K +$496K +5,001 New
FHB
186
First Hawaiian Bank
Hawaii
$492K – – –
TWM
187
Tradition Wealth Management
Minnesota
$484K – – –
LPL Financial
188
LPL Financial
California
$471K -$8.03K -79 -2%
CGH
189
Crossmark Global Holdings
Texas
$466K +$420 +4 +0.1%
DIM
190
DC Investments Management
Virginia
$463K – – –
SRC
191
Sage Rhino Capital
California
$460K – – –
RAG
192
RIA Advisory Group
Iowa
$436K -$61.2K -602 -12%
FG
193
Foster Group
Iowa
$430K – – –
AIP
194
Ameritas Investment Partners
Nebraska
$411K +$21.6K +212 +6%
HFS
195
Hantz Financial Services
Michigan
$410K -$4.78K -47 -1%
PTC
196
Petrus Trust Company
Texas
$408K +$144K +1,416 +54%
NYLIM
197
New York Life Investment Management
New York
$408K -$76K -748 -16%
X
198
Xponance
Pennsylvania
$403K +$122K +1,203 +44%
IA
199
Inspire Advisors
Idaho
$394K +$394K +3,873 New
AP
200
AtonRa Partners
Switzerland
$385K -$76.8K -755 -17%
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