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Workiva
WK

324 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

67% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $10.4M

2.33% more ownership

Funds ownership: 92.51% → 94.84% (+2.3%)

3% more capital invested

Capital invested by funds: $4.69B → $4.83B (+$148M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

10% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 126

2% less funds holding

Funds holding: 332 → 324 (-8)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
4.72%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.1M
2
Morgan Stanley
Morgan Stanley
New York
+$31.7M
3
BlackRock
BlackRock
New York
+$26.2M
4
BCM
Brown Capital Management
Maryland
+$22.6M
5
Man Group
Man Group
United Kingdom
+$10.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$17.9M
2
Lazard Asset Management
Lazard Asset Management
New York
-$14.5M
3
RI
Redwood Investments
Massachusetts
-$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
201
Campbell & Co Investment Adviser
Maryland
$447K +$424K +4,398 New
FG
202
Foster Group
Iowa
$443K – – –
Creative Planning
203
Creative Planning
Kansas
$428K -$40.3K -418 -9%
HM
204
Harvest Management
New York
$426K +$67.5K +700 +20%
CGH
205
Crossmark Global Holdings
Texas
$423K +$13.6K +141 +4%
PI
206
PEAK6 Investments
Illinois
$421K +$400K +4,151 New
AIA
207
Affinity Investment Advisors
California
$416K -$274K -2,840 -41%
FHB
208
First Hawaiian Bank
Hawaii
$411K -$71.8K -745 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
209
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$406K -$1.83M -19,000 -83%
FG
210
Formula Growth
Quebec, Canada
$404K +$384K +3,977 New
CP
211
CenterBook Partners
Connecticut
$400K +$40.3K +418 +12%
Verition Fund Management
212
Verition Fund Management
Connecticut
$386K +$75.3K +781 +26%
HFS
213
Hantz Financial Services
Michigan
$374K -$14.2K -147 -4%
GC
214
Gilbert & Cook
Iowa
$374K – – –
SIMG
215
Sonora Investment Management Group
Arizona
$371K +$3.38K +35 +1%
VPIM
216
Vanguard Personalized Indexing Management
California
$345K -$40.2K -417 -11%
NYLIM
217
New York Life Investment Management
New York
$342K -$9.64K -100 -3%
William Blair & Company
218
William Blair & Company
Illinois
$335K +$32.3K +335 +11%
Truist Financial
219
Truist Financial
North Carolina
$332K -$2.31K -24 -0.7%
HR
220
Hardy Reed
Mississippi
$326K -$1.45K -15 -0.5%
MOS
221
MGO One Seven
Ohio
$325K -$26.2K -272 -8%
OA
222
Oracle Alpha
Ontario, Canada
$325K +$309K +3,200 New
BWM
223
Baron Wealth Management
Michigan
$319K -$193 -2 -0.1%
X
224
Xponance
Pennsylvania
$307K -$79.1K -820 -21%
MM
225
MQS Management
New York
$305K -$111K -1,152 -28%
7 8
9
10 11

WK Hedge Fund Activity: Q4 2023 in Review

324 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2023, worth a combined $4.83B — up 3.2% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WK and 37 opened new positions — a net loss of 3 holders — while 126 trimmed existing stakes and 114 added.

The largest buyer was Fidelity Investments, adding an estimated $57.1M. The largest seller was Invesco, cutting an estimated $17.9M.

  • 324 institutional investors held Workiva (WK) as of Q4 2023, down from 332 in Q3 2023.
  • Funds reported $4.83B of Workiva stock for Q4 2023, up 3.2% quarter-over-quarter.
  • 37 funds opened new Workiva positions in Q4 2023 and 40 closed out, a net change of -3 holders.
  • The largest Workiva buyer in Q4 2023 was Fidelity Investments, an estimated $57.1M added.
  • The largest Workiva seller in Q4 2023 was Invesco, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2023.