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Workiva
WK

Overview Fund Activity

291 hedge funds and large institutions have $3.6B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
90
Reduced
124
Closed
41
Calls
$6.53M
Puts
$4.68M
Net Calls
+$1.85M
Net Calls Change
-$608K

Top Buyers

1
BlackRock
BlackRock
New York
$401M
2
Vanguard Group
Vanguard Group
Pennsylvania
$453M
3
RIM
Ranger Investment Management
Texas
$39.7M
4
Goldman Sachs
Goldman Sachs
New York
$31.6M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$18M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
Brown Advisory
Brown Advisory
Maryland
$51.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$17.4M
4
DDC
DF Dent & Co
Maryland
$5.54M
5
Bessemer Group
Bessemer Group
New Jersey
$94K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIMG
201
Sonora Investment Management Group
Arizona
$289K – – –
QC
202
Quadrature Capital
United Kingdom
$289K +$289K +3,656 New
HR
203
Hardy Reed
Mississippi
$274K +$3.01K +38 +1%
CIC
204
Cornercap Investment Counsel
Georgia
$268K +$268K +3,382 New
X
205
Xponance
Pennsylvania
$261K +$8.39K +106 +3%
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$260K +$24.7K +312 +11%
BEI
207
Benjamin Edwards Inc
Missouri
$257K +$181K +2,288 +239%
IWA
208
Icon Wealth Advisors
Texas
$247K -$115K -1,454 -32%
Capstone Investment Advisors
209
Capstone Investment Advisors
New York
$245K -$98.1K -1,240 -29%
SO
210
STRS Ohio
Ohio
$245K – – –
PFBT
211
Parkside Financial Bank & Trust
Missouri
$243K +$9.34K +118 +4%
William Blair & Company
212
William Blair & Company
Illinois
$230K -$4.75K -60 -2%
WA
213
Wealth Alliance
New York
$224K +$5.62K +71 +3%
Franklin Resources
214
Franklin Resources
California
$218K +$21.4K +268 +11%
BWM
215
Baron Wealth Management
Michigan
$217K -$30.9K -390 -12%
GCM
216
Graham Capital Management
Connecticut
$212K +$212K +2,678 New
QCM
217
Quantinno Capital Management
New York
$207K +$207K +2,622 New
Acadian Asset Management
218
Acadian Asset Management
Massachusetts
$207K +$207K +2,623 New
SA
219
Sanctuary Advisors
Indiana
$203K +$203K +2,126 New
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$191K -$5.3K -67 -3%
Mitsubishi UFJ Asset Management
221
Mitsubishi UFJ Asset Management
Japan
$156K – – –
PAG
222
Paladin Advisory Group
Iowa
$147K – – –
SAM
223
Shell Asset Management
Netherlands
$141K +$141K +1,786 New
AB
224
Amalgamated Bank
New York
$138K – – –
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$137K +$3.88K +49 +3%
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