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Workiva
WK

Overview Fund Activity

299 hedge funds and large institutions have $3.41B invested in Workiva in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-2
Holders Change %
-0.66%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
110
Reduced
110
Closed
40
Calls
$6.98M
Puts
$4.52M
Net Calls
+$2.46M
Net Calls Change
+$1.87M

Top Buyers

1
TCM
1
Tensile Capital Management
California
$30.5M
2
JGC
2
J. Goldman & Co
New York
$21.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$260M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$389M
5
BlackRock
5
BlackRock
New York
$309M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$57.9M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$843K
3
DDC
3
DF Dent & Co
Maryland
$27.9M
4
CIP
4
Champlain Investment Partners
Vermont
$80.3M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$279K -$1.17M -16,019 -81%
QT
202
Quantbot Technologies
New York
$276K +$121K +1,660 +78%
TSS
203
Two Sigma Securities
New York
$260K +$260K +3,568 New
HR
204
Hardy Reed
Mississippi
$250K – – –
Marshall Wace
205
Marshall Wace
United Kingdom
$241K -$420K -5,750 -64%
MM
206
MQS Management
New York
$236K +$236K +3,231 New
JFG
207
Jefferies Financial Group
New York
$234K +$234K +3,201 New
NC
208
nVerses Capital
Florida
$234K +$73K +1,000 +45%
X
209
Xponance
Pennsylvania
$233K +$13.3K +182 +6%
BWM
210
Baron Wealth Management
Michigan
$228K -$1.24K -17 -0.5%
SO
211
STRS Ohio
Ohio
$226K -$29.2K -400 -11%
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$217K – – –
William Blair & Company
213
William Blair & Company
Illinois
$216K -$1.97K -27 -0.9%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$216K +$15.8K +217 +8%
MYIA
215
Mount Yale Investment Advisors
Colorado
$215K +$215K +2,949 New
SPA
216
Sherbrooke Park Advisers
New York
$215K +$215K +2,942 New
HFS
217
Hantz Financial Services
Michigan
$203K -$61K -834 -23%
WA
218
Wealth Alliance
New York
$202K +$202K +2,763 New
A
219
AlphaQuest
New York
$197K +$197K +2,696 +44,933%
ACM
220
Aquatic Capital Management
Illinois
$190K +$190K +2,600 New
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$181K +$150K +2,054 +484%
Franklin Resources
222
Franklin Resources
California
$180K +$26.3K +361 +17%
BFEC
223
Benjamin F. Edwards & Company
Missouri
$171K +$13K +179 +8%
SC
224
Steph & Co
Wisconsin
$159K +$1.53K +21 +1%
Mitsubishi UFJ Asset Management
225
Mitsubishi UFJ Asset Management
Japan
$144K +$7.96K +109 +6%
7 8
9
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