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Workiva
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
Boston,
Massachusetts
|
+$57.1M |
| 2 |
Morgan Stanley
New York
|
+$31.7M |
| 3 |
BlackRock
New York
|
+$26.2M |
| 4 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$22.6M |
| 5 |
Man Group
London,
United Kingdom
|
+$10.9M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$17.9M |
| 2 |
Lazard Asset Management
New York
|
-$14.5M |
| 3 |
RI
Redwood Investments
Boston,
Massachusetts
|
-$14.3M |
| 4 |
Two Sigma Investments
New York
|
-$12.5M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$6.91M |
