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Workiva
WK

Overview Fund Activity

331 hedge funds and large institutions have $4.69B invested in Workiva in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+26
Holders Change %
+8.52%
% of All Funds
5.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
109
Reduced
114
Closed
24
Calls
$26.4M
Puts
$8.1M
Net Calls
+$18.3M
Net Calls Change
+$8.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$144M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$69.3M
3
Invesco
3
Invesco
Georgia
$119M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$187M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$15.5M

Top Sellers

1
SC
1
Sculptor Capital
New York
$3.5M
2
PIMC
2
Praesidium Investment Management Company
New York
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$64.5M
4
CIP
4
Champlain Investment Partners
Vermont
$90.3M
5
TCM
5
Tensile Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
201
Transatlantique Private Wealth
New York
$495K – – –
AIP
202
Ameritas Investment Partners
Nebraska
$493K +$83.2K +821 +20%
FHB
203
First Hawaiian Bank
Hawaii
$486K -$4.05K -40 -0.8%
TWM
204
Tradition Wealth Management
Minnesota
$483K – – –
Schroder Investment Management Group
205
Schroder Investment Management Group
United Kingdom
$476K -$27.6K -274 -5%
Creative Planning
206
Creative Planning
Kansas
$469K +$139K +1,374 +42%
DIM
207
DC Investments Management
Virginia
$462K – – –
SRC
208
Sage Rhino Capital
California
$459K +$507 +5 +0.1%
SOW
209
State of Wyoming
Wyoming
$459K +$421K +4,155 +1,117%
LCM
210
Legato Capital Management
California
$447K +$447K +4,415 New
FG
211
Foster Group
Iowa
$443K +$14.1K +139 +3%
MM
212
MQS Management
New York
$421K +$116K +1,143 +38%
CGH
213
Crossmark Global Holdings
Texas
$408K -$41.8K -413 -9%
X
214
Xponance
Pennsylvania
$389K -$13.1K -129 -3%
HFS
215
Hantz Financial Services
Michigan
$388K -$20.4K -201 -5%
VPIM
216
Vanguard Personalized Indexing Management
California
$386K +$30K +296 +8%
GC
217
Gilbert & Cook
Iowa
$373K – – –
SIMG
218
Sonora Investment Management Group
Arizona
$367K – – –
Capstone Investment Advisors
219
Capstone Investment Advisors
New York
$365K +$365K +3,600 New
CP
220
CenterBook Partners
Connecticut
$357K +$357K +3,524 New
HM
221
Harvest Management
New York
$355K +$50.7K +500 +17%
MOS
222
MGO One Seven
Ohio
$352K -$13.9K -137 -4%
NYLIM
223
New York Life Investment Management
New York
$352K -$55.3K -546 -14%
API
224
Advisor Partners II
California
$349K +$349K +3,447 New
ACM
225
Aquatic Capital Management
Illinois
$345K -$375K -3,700 -52%
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9
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