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Workiva
WK

Overview Fund Activity

291 hedge funds and large institutions have $3.6B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
90
Reduced
124
Closed
41
Calls
$6.53M
Puts
$4.68M
Net Calls
+$1.85M
Net Calls Change
-$608K

Top Buyers

1
BlackRock
BlackRock
New York
$401M
2
Vanguard Group
Vanguard Group
Pennsylvania
$453M
3
RIM
Ranger Investment Management
Texas
$39.7M
4
Goldman Sachs
Goldman Sachs
New York
$31.6M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$18M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
Brown Advisory
Brown Advisory
Maryland
$51.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$17.4M
4
DDC
DF Dent & Co
Maryland
$5.54M
5
Bessemer Group
Bessemer Group
New Jersey
$94K
Name Holding Trade Value Shares
Change 		Shares
Change %
I
176
InceptionR
California
$394K -$101K -1,277 -20%
GAM
177
Groupama Asset Management
France
$381K – – –
TPW
178
Transatlantique Private Wealth
New York
$377K -$65K -822 -15%
TWM
179
Tradition Wealth Management
Minnesota
$377K – – –
VFA
180
Voya Financial Advisors
Connecticut
$374K -$36.2K -450 -9%
Principal Financial Group
181
Principal Financial Group
Iowa
$371K -$169K -2,132 -31%
BC
182
Burney Company
Virginia
$368K -$7.55M -95,400 -95%
AI
183
Atria Investments
North Carolina
$361K -$34.1K -431 -9%
DIM
184
DC Investments Management
Virginia
$361K – – –
SRC
185
Sage Rhino Capital
California
$360K +$3.32K +42 +0.9%
SEC
186
Seven Eight Capital
New York
$351K -$1.34M -16,965 -79%
PAS
187
Park Avenue Securities
New York
$345K -$59.9K -757 -15%
Prudential Financial
188
Prudential Financial
New Jersey
$345K -$203K -2,561 -37%
NC
189
nVerses Capital
Florida
$340K +$87K +1,100 +34%
RAG
190
RIA Advisory Group
Iowa
$328K +$328K +4,146 New
OQS
191
Occudo Quantitative Strategies
Florida
$326K -$1.16M -14,678 -78%
CWM
192
Congress Wealth Management
Massachusetts
$326K +$326K +4,125 New
BHCM
193
Brevan Howard Capital Management
Jersey
$320K +$320K +4,044 New
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$318K -$9.66K -120 -3%
FG
195
Foster Group
Iowa
$318K -$4.59K -58 -1%
SG Americas Securities
196
SG Americas Securities
New York
$306K -$1.02M -12,893 -77%
CC
197
Corton Capital
Ontario, Canada
$304K -$133K -1,678 -30%
VPIM
198
Vanguard Personalized Indexing Management
California
$300K -$46.4K -587 -13%
Cerity Partners
199
Cerity Partners
New York
$295K +$295K +3,724 New
MYIA
200
Mount Yale Investment Advisors
Colorado
$292K +$58.2K +736 +25%
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