323 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
Holders
323
Holders Change
-8
Holders Change %
-2.42%
% of All Funds
4.74%
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
Name Holding Trade Value Shares
Change
Shares
Change %
AB
176
Amalgamated Bank
New York
$725K -$32.5K -320 -4%
Prudential Financial
177
Prudential Financial
New Jersey
$725K -$12.3K -121 -2%
VI
178
Versor Investments
New York
$705K +$705K +6,946 New
Victory Capital Management
179
Victory Capital Management
Texas
$656K +$128K +1,257 +24%
FA
180
FDx Advisors
Illinois
$625K -$131K -1,290 -17%
IWA
181
Icon Wealth Advisors
Texas
$624K +$624K +6,149 New
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$614K -$116K -1,143 -16%
DT
183
Diversified Trust
Tennessee
$585K +$24.8K +244 +4%
Principal Financial Group
184
Principal Financial Group
Iowa
$582K +$63.4K +624 +12%
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$580K
Teacher Retirement System of Texas
186
Teacher Retirement System of Texas
Texas
$566K +$49.1K +483 +9%
VFA
187
Voya Financial Advisors
Connecticut
$562K -$2.79K -27 -0.5%
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$551K +$551K +5,427 New
Schroder Investment Management Group
189
Schroder Investment Management Group
United Kingdom
$540K +$48K +461 +10%
Capstone Investment Advisors
190
Capstone Investment Advisors
New York
$520K +$154K +1,519 +42%
SO
191
STRS Ohio
Ohio
$517K -$71K -700 -12%
IA
192
Inspire Advisors
Idaho
$510K +$510K +5,024 New
AIP
193
Ameritas Investment Partners
Nebraska
$510K +$16.4K +162 +3%
Public Employees Retirement Association of Colorado
194
Public Employees Retirement Association of Colorado
Colorado
$508K
TWM
195
Tradition Wealth Management
Minnesota
$484K
FC
196
FORA Capital
Florida
$475K +$475K +4,677 New
SRC
197
Sage Rhino Capital
California
$463K +$2.94K +29 +0.6%
DIM
198
DC Investments Management
Virginia
$463K
TPW
199
Transatlantique Private Wealth
New York
$456K -$39.4K -388 -8%
CCIA
200
Campbell & Co Investment Adviser
Maryland
$447K +$447K +4,398 New