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Workiva
WK

Overview Fund Activity

270 hedge funds and large institutions have $3.75B invested in Workiva in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 101 reducing their positions, and 37 closing their positions.

Holders
270
Holders Change
+9
Holders Change %
+3.45%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
48
Increased
93
Reduced
101
Closed
37
Calls
$30.1M
Puts
$1.7M
Net Calls
+$28.4M
Net Calls Change
+$26.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M
2
BCM
2
Brown Capital Management
Maryland
$22.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$385M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.3M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$167M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$13M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$59.7M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$59.8M
4
BlackRock
4
BlackRock
New York
$292M
5
PIMC
5
Praesidium Investment Management Company
New York
$87.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
201
Centiva Capital
New York
$210K -$8.4K -100 -4%
BCI
202
Brinker Capital Investments
Pennsylvania
$206K -$98.6K -1,174 -32%
QCM
203
Quantinno Capital Management
New York
$206K +$206K +2,457 New
TSS
204
Two Sigma Securities
New York
$200K +$200K +2,386 New
Mitsubishi UFJ Asset Management
205
Mitsubishi UFJ Asset Management
Japan
$186K -$28.7K -348 -13%
PFBT
206
Parkside Financial Bank & Trust
Missouri
$166K +$252 +3 +0.2%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$146K -$8.57K -102 -6%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$140K -$589 -7 -0.4%
SCA
209
Stonebridge Capital Advisors
Minnesota
$134K – – –
TRCT
210
Tower Research Capital (TRC)
New York
$128K -$2.35K -28 -2%
Canada Pension Plan Investment Board
211
Canada Pension Plan Investment Board
Ontario, Canada
$109K – – –
CSB
212
City State Bank
Iowa
$107K -$8.39K -100 -7%
S
213
SignatureFD
Georgia
$87.1K +$10.6K +126 +14%
BEI
214
Benjamin Edwards Inc
Missouri
$80K +$13.4K +160 +20%
PPC
215
Park Place Capital
Alabama
$78K +$78K +934 New
HIA
216
Harbor Investment Advisory
Maryland
$72K -$840 -10 -1%
SOW
217
State of Wyoming
Wyoming
$60K -$105K -1,245 -64%
FHA
218
First Horizon Advisors
Tennessee
$55.8K – – –
AAP
219
Arax Advisory Partners
Colorado
$50.5K +$1.18K +14 +2%
AWM
220
Abound Wealth Management
Tennessee
$42K – – –
ST
221
Sageworth Trust
Pennsylvania
$36K – – –
CPG
222
Cornerstone Planning Group
New Jersey
$34.2K +$34.2K +396 New
CFB
223
Cullen/Frost Bankers
Texas
$30.6K – – –
STCOSD
224
Sageworth Trust Company of South Dakota
South Dakota
$30K – – –
GIA
225
GHP Investment Advisors
Colorado
$28.5K +$28.5K +339 New
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9
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