331 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
109
Reduced
114
Closed
24
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AB
176
Amalgamated Bank
New York
$756K +$6.29K +62 +0.8%
FA
177
FDx Advisors
Illinois
$754K -$35K -345 -4%
QT
178
Quantbot Technologies
New York
$739K -$807K -7,963 -52%
Prudential Financial
179
Prudential Financial
New Jersey
$734K +$56.9K +563 +8%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$728K -$1.11K -11 -0.2%
AIA
181
Affinity Investment Advisors
California
$703K -$4.05K -40 -0.6%
IWP
182
Icon Wealth Partners
Texas
$702K -$18.2K -180 -3%
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
$699K
JF
184
Jump Financial
Illinois
$690K -$394K -3,887 -36%
VRS
185
Virginia Retirement Systems
Virginia
$689K -$20.3K -200 -3%
ProShare Advisors
186
ProShare Advisors
Maryland
$677K +$2.53K +25 +0.4%
XT
187
XTX Topco
Cayman Islands
$669K +$669K +6,601 New
JPMPWA
188
J.P. Morgan Private Wealth Advisors
California
$661K +$14.9K +147 +2%
GAM
189
Gotham Asset Management
New York
$608K +$608K +6,002 New
I
190
InceptionR
California
$597K +$597K +5,893 New
SO
191
STRS Ohio
Ohio
$587K +$50.6K +500 +9%
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$579K +$579K +5,712 New
JFG
193
Jefferies Financial Group
New York
$575K -$216K -2,129 -27%
DT
194
Diversified Trust
Tennessee
$559K -$160K -1,577 -22%
VFA
195
Voya Financial Advisors
Connecticut
$550K -$8.75K -87 -2%
Victory Capital Management
196
Victory Capital Management
Texas
$527K +$13.8K +136 +3%
Principal Financial Group
197
Principal Financial Group
Iowa
$518K -$67.5K -666 -12%
Teacher Retirement System of Texas
198
Teacher Retirement System of Texas
Texas
$516K +$139K +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 +$69.1K +682 +16%