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Workhorse Group
WKHS

Overview Fund Activity

195 hedge funds and large institutions have $88.6M invested in Workhorse Group in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
53
Reduced
50
Closed
26
Calls
$6.03M
Puts
$2.02M
Net Calls
+$4.01M
Net Calls Change
-$3.73M

Top Buyers

1
BlackRock
1
BlackRock
New York
$17.5M
2
Invesco
2
Invesco
Georgia
$9.61M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.24M
4
State Street
4
State Street
Massachusetts
$11.8M
5
Millennium Management
5
Millennium Management
New York
$1.03M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$338K
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$397K
3
SFI
3
Susquehanna Fundamental Investments
Pennsylvania
$0
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$436K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
176
Harbour Investments
Wisconsin
$730 – – –
MA
177
MCF Advisors
Kentucky
$638 – – –
GWS
178
Glassman Wealth Services
Virginia
$590 +$590 +2 New
EE
179
EWG Elevate
California
$587 +$587 +2 New
BAM
180
Belpointe Asset Management
Nevada
$529 +$529 +5 New
KFS
181
Kelly Financial Services
Massachusetts
$468 – – –
TCOV
182
Trust Company of Vermont
Vermont
$456 – – –
FFA
183
Farther Finance Advisors
California
$456 +$456 +1 New
BHWM
184
Beaird Harris Wealth Management
Texas
$407 – – –
CYG
185
Clean Yield Group
Vermont
$304 – – –
CFGS
186
Concourse Financial Group Securities
Alabama
$304 – – –
SWM
187
Sugarloaf Wealth Management
Georgia
$304 +$304 +1 New
CSPIA
188
Cary Street Partners Investment Advisory
Virginia
$304 +$304 +1 New
ME
189
McIlrath & Eck
Washington
$228 – – –
CA
190
Crewe Advisors
Utah
$205 – – –
CA
191
Clearstead Advisors
Ohio
$190 – – –
Dimensional Fund Advisors
192
Dimensional Fund Advisors
Texas
$174 -$14 -36 -7%
EWA
193
EverSource Wealth Advisors
Alabama
$169 – – –
IGWM
194
ICA Group Wealth Management
Colorado
$166 – – –
RDFA
195
Ritter Daniher Financial Advisory
Ohio
$137 – – –
MRCM
196
M&R Capital Management
New Jersey
$114 – – –
LWP
197
Lumature Wealth Partners
Georgia
$91 – – –
RA
198
Rise Advisors
New York
$76 – – –
IRC
199
Investors Research Corp
Georgia
$76 – – –
QC
200
Quent Capital
New York
$68 – – –
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