323 hedge funds and large institutions have $4.83B invested in Workiva in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-8
Holders Change %
-2.42%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
37
Increased
114
Reduced
126
Closed
40
Calls
$17.3M
Puts
$10.4M
Net Calls
+$6.95M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FG
201
Foster Group
Iowa
$443K
Creative Planning
202
Creative Planning
Kansas
$428K -$42.4K -418 -9%
HM
203
Harvest Management
New York
$426K +$71.1K +700 +20%
CGH
204
Crossmark Global Holdings
Texas
$423K +$14.3K +141 +4%
PI
205
PEAK6 Investments
Illinois
$421K +$421K +4,151 New
AIA
206
Affinity Investment Advisors
California
$416K -$288K -2,840 -41%
FHB
207
First Hawaiian Bank
Hawaii
$411K -$75.6K -745 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
208
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$406K -$1.93M -19,000 -83%
FG
209
Formula Growth
Quebec, Canada
$404K +$404K +3,977 New
CP
210
CenterBook Partners
Connecticut
$400K +$42.4K +418 +12%
Verition Fund Management
211
Verition Fund Management
Connecticut
$386K +$79.3K +781 +26%
HFS
212
Hantz Financial Services
Michigan
$374K -$14.9K -147 -4%
GC
213
Gilbert & Cook
Iowa
$374K
SIMG
214
Sonora Investment Management Group
Arizona
$371K +$3.55K +35 +1%
VPIM
215
Vanguard Personalized Indexing Management
California
$345K -$42.3K -417 -11%
NYLIM
216
New York Life Investment Management
New York
$342K -$10.2K -100 -3%
William Blair & Company
217
William Blair & Company
Illinois
$335K +$34K +335 +11%
Truist Financial
218
Truist Financial
North Carolina
$332K -$2.44K -24 -0.7%
HR
219
Hardy Reed
Mississippi
$326K -$1.52K -15 -0.5%
MOS
220
MGO One Seven
Ohio
$325K -$27.6K -272 -8%
OA
221
Oracle Alpha
Ontario, Canada
$325K +$325K +3,200 New
BWM
222
Baron Wealth Management
Michigan
$319K -$203 -2 -0.1%
X
223
Xponance
Pennsylvania
$307K -$83.3K -820 -21%
MM
224
MQS Management
New York
$305K -$117K -1,152 -28%
Mackenzie Financial
225
Mackenzie Financial
Ontario, Canada
$302K +$11K +108 +4%