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Workiva
WK

332 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $8.1M

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

8% more funds holding

Funds holding: 306 → 332 (+26)

1% more capital invested

Capital invested by funds: $4.62B → $4.69B (+$62.6M)

0.72% more ownership

Funds ownership: 91.79% → 92.51% (+0.72%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

Holders
332
Holders Change
+26
Holders Change %
+8.5%
% of All Funds
5.27%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
53
Increased
109
Reduced
114
Closed
25
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$48.7M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$43.6M
3
Invesco
Invesco
Georgia
+$41.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$23M
5
Lazard Asset Management
Lazard Asset Management
New York
+$15.9M

Top Sellers

1
SC
Sculptor Capital
New York
-$64.6M
2
PIMC
Praesidium Investment Management Company
New York
-$38.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.7M
4
CIP
Champlain Investment Partners
Vermont
-$27.1M
5
TCM
Tensile Capital Management
California
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
176
Amalgamated Bank
New York
$756K +$6.44K +62 +0.8%
FA
177
FDx Advisors
Illinois
$754K -$35.9K -345 -4%
QT
178
Quantbot Technologies
New York
$739K -$828K -7,963 -52%
Prudential Financial
179
Prudential Financial
New Jersey
$734K +$58.5K +563 +8%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$728K -$1.14K -11 -0.2%
AIA
181
Affinity Investment Advisors
California
$703K -$4.16K -40 -0.6%
IWP
182
Icon Wealth Partners
Texas
$702K -$18.7K -180 -3%
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
$699K – – –
JF
184
Jump Financial
Illinois
$690K -$404K -3,887 -36%
VRS
185
Virginia Retirement Systems
Virginia
$689K -$20.8K -200 -3%
ProShare Advisors
186
ProShare Advisors
Maryland
$677K +$2.6K +25 +0.4%
XT
187
XTX Topco
Cayman Islands
$669K +$686K +6,601 New
JMPWA
188
JP Morgan Private Wealth Advisors
California
$661K +$15.3K +147 +2%
GAM
189
Gotham Asset Management
New York
$608K +$624K +6,002 New
I
190
InceptionR
California
$597K +$612K +5,893 New
SO
191
STRS Ohio
Ohio
$587K +$52K +500 +9%
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$579K +$594K +5,712 New
JFG
193
Jefferies Financial Group
New York
$575K -$221K -2,129 -27%
DT
194
Diversified Trust
Tennessee
$559K -$164K -1,577 -22%
VFA
195
Voya Financial Advisors
Connecticut
$550K -$9.04K -87 -2%
Victory Capital Management
196
Victory Capital Management
Texas
$527K +$14.1K +136 +3%
Principal Financial Group
197
Principal Financial Group
Iowa
$518K -$69.2K -666 -12%
Teacher Retirement System of Texas
198
Teacher Retirement System of Texas
Texas
$516K +$142K +1,367 +37%
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$507K – – –
RAG
200
RIA Advisory Group
Iowa
$504K +$70.9K +682 +16%
6 7
8
9 10

WK Hedge Fund Activity: Q3 2023 in Review

332 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2023, worth a combined $4.69B — up 1.4% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WK positions and 25 closed out — a net gain of 28 holders — while 109 added to existing stakes and 114 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $48.7M. The largest seller was Sculptor Capital, cutting an estimated $64.6M.

  • 332 institutional investors held Workiva (WK) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $4.69B of Workiva stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 53 funds opened new Workiva positions in Q3 2023 and 25 closed out, a net change of +28 holders.
  • The largest Workiva buyer in Q3 2023 was JP Morgan Chase, an estimated $48.7M added.
  • The largest Workiva seller in Q3 2023 was Sculptor Capital, an estimated $64.6M sold.

Based on aggregated 13F filings for Q3 2023.