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Workiva
WK

Overview Fund Activity

299 hedge funds and large institutions have $3.41B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
110
Reduced
110
Closed
40
Calls
$6.98M
Puts
$4.52M
Net Calls
+$2.46M
Net Calls Change
+$1.87M

Top Buyers

1
TCM
1
Tensile Capital Management
California
$30.5M
2
JGC
2
J. Goldman & Co
New York
$21.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$260M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$389M
5
BlackRock
5
BlackRock
New York
$309M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$57.9M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$843K
3
DDC
3
DF Dent & Co
Maryland
$27.9M
4
CIP
4
Champlain Investment Partners
Vermont
$80.3M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
176
Verition Fund Management
Connecticut
$438K +$113K +1,550 +35%
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$418K -$10.8K -148 -3%
GT
178
Glenmede Trust
Pennsylvania
$411K -$337K -4,612 -45%
CC
179
Corton Capital
Ontario, Canada
$403K -$107K -1,467 -21%
TPW
180
Transatlantique Private Wealth
New York
$402K +$94.4K +1,312 +31%
VFA
181
Voya Financial Advisors
Connecticut
$375K -$10.1K -137 -3%
PAS
182
Park Avenue Securities
New York
$374K -$150K -2,050 -29%
AIP
183
Ameritas Investment Partners
Nebraska
$367K – – –
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$365K – – –
AI
185
Atria Investments
North Carolina
$365K +$365K +4,998 New
CGH
186
Crossmark Global Holdings
Texas
$358K +$13.3K +183 +4%
VF
187
Virtu Financial
New York
$356K +$356K +4,878 New
AG
188
Algert Global
California
$355K +$355K +4,870 New
TWM
189
Tradition Wealth Management
Minnesota
$348K – – –
IWA
190
Icon Wealth Advisors
Texas
$337K -$74.7K -1,012 -18%
DIM
191
DC Investments Management
Virginia
$333K – – –
SRC
192
Sage Rhino Capital
California
$329K -$1.53K -21 -0.5%
VPIM
193
Vanguard Personalized Indexing Management
California
$320K +$60.6K +830 +23%
Capstone Investment Advisors
194
Capstone Investment Advisors
New York
$317K +$317K +4,341 New
Lazard Asset Management
195
Lazard Asset Management
New York
$314K +$148K +2,025 +89%
SIMG
196
Sonora Investment Management Group
Arizona
$310K – – –
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$298K -$262K -3,588 -47%
FG
198
Foster Group
Iowa
$297K -$73 -1 -0%
HM
199
Harvest Management
New York
$285K -$26K -356 -8%
DWM
200
Dynasty Wealth Management
Florida
$284K +$89K +1,220 +46%
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