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Workiva
WK

324 hedge funds and large institutions have $4.83B invested in Workiva in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $10.4M

2.33% more ownership

Funds ownership: 92.51% → 94.84% (+2.3%)

3% more capital invested

Capital invested by funds: $4.69B → $4.83B (+$148M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

10% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 126

2% less funds holding

Funds holding: 332 → 324 (-8)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
4.72%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
37
Increased
114
Reduced
126
Closed
40
Calls
$17.3M
Puts
$10.4M
Net Calls
+$6.95M
Net Calls Change
-$11.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.1M
2
Morgan Stanley
Morgan Stanley
New York
+$31.7M
3
BlackRock
BlackRock
New York
+$26.2M
4
BCM
Brown Capital Management
Maryland
+$22.6M
5
Man Group
Man Group
United Kingdom
+$10.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$17.9M
2
Lazard Asset Management
Lazard Asset Management
New York
-$14.5M
3
RI
Redwood Investments
Massachusetts
-$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
176
Amalgamated Bank
New York
$725K -$30.9K -320 -4%
Prudential Financial
177
Prudential Financial
New Jersey
$725K -$11.7K -121 -2%
VI
178
Versor Investments
New York
$705K +$670K +6,946 New
Victory Capital Management
179
Victory Capital Management
Texas
$656K +$121K +1,257 +24%
FA
180
FDx Advisors
Illinois
$625K -$124K -1,290 -17%
IWA
181
Icon Wealth Advisors
Texas
$624K +$593K +6,149 New
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$614K -$110K -1,143 -16%
DT
183
Diversified Trust
Tennessee
$585K +$23.5K +244 +4%
Principal Financial Group
184
Principal Financial Group
Iowa
$582K +$60.2K +624 +12%
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$580K – – –
Teacher Retirement System of Texas
186
Teacher Retirement System of Texas
Texas
$566K +$46.6K +483 +9%
VFA
187
Voya Financial Advisors
Connecticut
$562K -$2.6K -27 -0.5%
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$551K +$523K +5,427 New
Schroder Investment Management Group
189
Schroder Investment Management Group
United Kingdom
$540K +$44.5K +461 +10%
Capstone Investment Advisors
190
Capstone Investment Advisors
New York
$520K +$146K +1,519 +42%
SO
191
STRS Ohio
Ohio
$517K -$67.5K -700 -12%
IA
192
Inspire Advisors
Idaho
$510K +$485K +5,024 New
AIP
193
Ameritas Investment Partners
Nebraska
$510K +$15.6K +162 +3%
Public Employees Retirement Association of Colorado
194
Public Employees Retirement Association of Colorado
Colorado
$508K – – –
TWM
195
Tradition Wealth Management
Minnesota
$484K – – –
HC
196
Henshaw Capital
Massachusetts
$483K – – –
FC
197
FORA Capital
Florida
$475K +$451K +4,677 New
SRC
198
Sage Rhino Capital
California
$463K +$2.8K +29 +0.6%
DIM
199
DC Investments Management
Virginia
$463K – – –
TPW
200
Transatlantique Private Wealth
New York
$456K -$37.4K -388 -8%
6 7
8
9 10

WK Hedge Fund Activity: Q4 2023 in Review

324 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2023, worth a combined $4.83B — up 3.2% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WK and 37 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 114 added.

The largest buyer was Fidelity Investments, adding an estimated $57.1M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 324 institutional investors held Workiva (WK) as of Q4 2023, down from 332 in Q3 2023.
  • Funds reported $4.83B of Workiva stock for Q4 2023, up 3.2% quarter-over-quarter.
  • 37 funds opened new Workiva positions in Q4 2023 and 40 closed out, a net change of -3 holders.
  • The largest Workiva buyer in Q4 2023 was Fidelity Investments, an estimated $57.1M added.
  • The largest Workiva seller in Q4 2023 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2023.