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Workiva
WK

Overview Fund Activity

301 hedge funds and large institutions have $4.03B invested in Workiva in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-22
Holders Change %
-6.81%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
111
Reduced
122
Closed
54
Calls
$7.88M
Puts
$7.28M
Net Calls
+$594K
Net Calls Change
-$6.35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$282M
2
CIP
2
Champlain Investment Partners
Vermont
$114M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$140M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$98M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$440M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.7M
3
BCM
3
Brown Capital Management
Maryland
$89.4M
4
VEPM
4
Vista Equity Partners Management
California
$0
5
AAMU
5
AEGON Asset Management (UK)
United Kingdom
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
176
FORA Capital
Florida
$465K +$67.9K +801 +17%
VFA
177
Voya Financial Advisors
Connecticut
$442K -$17.1K -203 -4%
Citadel Advisors
178
Citadel Advisors
Florida
$428K -$3.05M -35,959 -88%
AIP
179
Ameritas Investment Partners
Nebraska
$426K – – –
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$424K – – –
Prudential Financial
181
Prudential Financial
New Jersey
$413K -$193K -2,271 -32%
WP
182
Woodline Partners
California
$406K -$2.46M -29,025 -86%
TWM
183
Tradition Wealth Management
Minnesota
$404K – – –
RAG
184
RIA Advisory Group
Iowa
$404K +$404K +4,761 New
CGH
185
Crossmark Global Holdings
Texas
$401K +$47.3K +558 +13%
DIM
186
DC Investments Management
Virginia
$387K – – –
SRC
187
Sage Rhino Capital
California
$384K -$2.88K -34 -0.7%
Verition Fund Management
188
Verition Fund Management
Connecticut
$377K +$54.5K +643 +17%
HF
189
HRT Financial
New York
$373K +$373K +4,406 New
Cerity Partners
190
Cerity Partners
New York
$368K +$368K +4,341 New
TPW
191
Transatlantique Private Wealth
New York
$363K -$18.5K -218 -5%
HM
192
Harvest Management
New York
$361K +$4.75K +56 +1%
FG
193
Foster Group
Iowa
$345K -$25K -295 -7%
AAP
194
Arax Advisory Partners
Colorado
$344K +$162K +1,911 +89%
NRD
195
Nebula Research & Development
New York
$319K +$319K +3,765 New
GC
196
Gilbert & Cook
Iowa
$312K – – –
SIMG
197
Sonora Investment Management Group
Arizona
$310K – – –
HFS
198
Hantz Financial Services
Michigan
$306K -$5.93K -70 -2%
VPIM
199
Vanguard Personalized Indexing Management
California
$301K +$12.9K +152 +4%
SO
200
STRS Ohio
Ohio
$296K -$135K -1,600 -31%
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