309 hedge funds and large institutions have $4.61B invested in Workiva in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 100 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

14% more funds holding

Funds holding: 270309 (+39)

0.29% less ownership

Funds ownership: 91.69%91.4% (-0.29%)

4% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 104

Holders
309
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.5M
Puts
$4.71M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
201
$383K
202
$377K
203
$371K
204
$350K
205
$345K
206
$333K
207
$330K
208
$316K
209
$315K
210
$300K
211
$297K
212
$296K
213
$283K
214
$275K
215
$273K
216
$266K
217
$266K
218
$264K
219
$260K
220
$258K
221
$257K
222
$256K
223
$255K
224
$252K
225
$247K