250 hedge funds and large institutions have $4.32B invested in Workiva in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 107 increasing their positions, 67 reducing their positions, and 26 closing their positions.

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
38
Increased
107
Reduced
67
Closed
26
Calls
$9.52M
Puts
$857K
Net Calls
+$8.67M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
226
Spire Wealth Management
Virginia
$17K +$11K +98 +185%
HFA
227
HC Financial Advisors
California
$14K
Bessemer Group
228
Bessemer Group
New Jersey
$12K +$12K +110 New
TWA
229
TCI Wealth Advisors
Arizona
$10K +$5.27K +49 +111%
PA
230
Parallel Advisors
California
$10K +$8.72K +82 +683%
CFB
231
Cullen/Frost Bankers
Texas
$9K +$9K +83 New
IHWM
232
Iron Horse Wealth Management
Iowa
$6K
AF
233
Advisornet Financial
Minnesota
$6K +$1.73K +15 +41%
PAM
234
Panagora Asset Management
Massachusetts
$5K -$141K -1,185 -97%
NFG
235
Next Financial Group
Texas
$5K +$3.33K +28 +200%
EBA
236
Eagle Bay Advisors
New York
$5K +$5K +42 New
CFO
237
CVA Family Office
Colorado
$5K +$5K +46 New
AIG
238
American International Group
New York
$2.62K +$44 +397 +2%
EW
239
Evoke Wealth
California
$2K
LC
240
Lindbrook Capital
California
$2K
FHC
241
First Horizon Corporation
Tennessee
$2K
MGIM
242
M&G Investment Management
United Kingdom
$1.93K +$1.47K +13,246 +320%
BWM
243
Baystate Wealth Management
Massachusetts
$1K
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$1K
NFSG
245
Newbridge Financial Services Group
Florida
$1K +$625 +5 +167%
Walleye Capital
246
Walleye Capital
New York
$327 +$327 +2,934 New
Nisa Investment Advisors
247
Nisa Investment Advisors
Missouri
$178
PCM
248
Penn Capital Management
Pennsylvania
-$7.64M -86,505 Closed
Jacobs Levy Equity Management
249
Jacobs Levy Equity Management
New Jersey
-$6.89M -78,059 Closed
Balyasny Asset Management
250
Balyasny Asset Management
Illinois
-$4.43M -50,173 Closed