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Workiva
WK

Overview Fund Activity

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
Holders
309
Holders Change
+39
Holders Change %
+14.44%
% of All Funds
4.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
62
Increased
100
Reduced
104
Closed
17
Calls
$23.5M
Puts
$4.71M
Net Calls
+$18.8M
Net Calls Change
-$9.6M

Top Buyers

1
BCM
Brown Capital Management
Maryland
+$42.8M
2
SC
Sculptor Capital
New York
+$34.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.8M
4
WP
Woodline Partners
California
+$31.5M
5
Macquarie Group
Macquarie Group
Australia
+$16.8M

Top Sellers

1
PIMC
Praesidium Investment Management Company
New York
-$40.5M
2
Brown Advisory
Brown Advisory
Maryland
-$36.5M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$32.8M
4
ClearBridge Investments
ClearBridge Investments
New York
-$26.6M
5
RP
Riverbridge Partners
Minnesota
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
201
MGO One Seven
Ohio
$383K -$37.4K -365 -9%
GC
202
Gilbert & Cook
Iowa
$377K -$12.4K -121 -3%
SIMG
203
Sonora Investment Management Group
Arizona
$371K – – –
Baird Financial Group
204
Baird Financial Group
Wisconsin
$350K -$15.9K -155 -4%
MYIA
205
Mount Yale Investment Advisors
Colorado
$345K +$345K +3,372 New
VPIM
206
Vanguard Personalized Indexing Management
California
$333K +$27.5K +269 +9%
HR
207
Hardy Reed
Mississippi
$330K -$37.2K -363 -10%
Creative Planning
208
Creative Planning
Kansas
$316K +$20.6K +201 +7%
BWM
209
Baron Wealth Management
Michigan
$315K – – –
FA
210
FDx Advisors
Illinois
$300K – – –
ACM
211
Aquatic Capital Management
Illinois
$297K +$297K +2,900 New
Neuberger Berman Group
212
Neuberger Berman Group
New York
$296K +$296K +2,890 New
X
213
Xponance
Pennsylvania
$283K +$4.2K +41 +2%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$275K +$269K +2,632 +4,538%
William Blair & Company
215
William Blair & Company
Illinois
$273K +$273K +2,670 New
PTC
216
Petrus Trust Company
Texas
$266K +$266K +2,602 New
AC
217
AXQ Capital
New Jersey
$266K +$266K +2,600 New
MLICM
218
Metropolitan Life Insurance Company (MetLife)
New York
$264K -$45.7K -446 -15%
VI
219
Versor Investments
New York
$260K +$260K +2,541 New
AWS
220
Atria Wealth Solutions
New York
$258K -$13.6K -133 -5%
NA
221
NewEdge Advisors
Louisiana
$257K -$36.6K -357 -12%
GAM
222
Gotham Asset Management
New York
$256K +$256K +2,503 New
Mitsubishi UFJ Asset Management
223
Mitsubishi UFJ Asset Management
Japan
$255K +$24.1K +235 +10%
QCM
224
Quantinno Capital Management
New York
$252K +$205 +2 +0.1%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$247K -$57K -557 -19%
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9
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