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Workiva
WK

281 hedge funds and large institutions have $5.86B invested in Workiva in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 16

54% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $13M

36% more capital invested

Capital invested by funds: $4.32B → $5.86B (+$1.54B)

12% more funds holding

Funds holding: 250 → 281 (+31)

11% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 87

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

4.66% more ownership

Funds ownership: 92.08% → 96.74% (+4.7%)

Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
4.92%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
51
Increased
97
Reduced
87
Closed
16
Calls
$20.1M
Puts
$13M
Net Calls
+$7.02M
Net Calls Change
-$1.65M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$159M
2
BlackRock
BlackRock
New York
+$75.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$68.1M
4
TCM
TimesSquare Capital Management
New York
+$64.9M
5
Goldman Sachs
Goldman Sachs
New York
+$55.2M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.5M
2
Brown Advisory
Brown Advisory
Maryland
-$63M
3
Renaissance Technologies
Renaissance Technologies
New York
-$36.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$23.9M
5
CIP
Champlain Investment Partners
Vermont
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
226
Sigma Planning Corp
Michigan
$240K +$230K +1,700 New
PA
227
Profund Advisors
Maryland
$234K +$225K +1,663 New
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$232K – – –
PTC
229
Petrus Trust Company
Texas
$228K -$177K -1,305 -45%
CM
230
Capula Management
Cayman Islands
$226K +$217K +1,601 New
OR
231
Olympiad Research
Connecticut
$220K +$211K +1,561 New
AFA
232
Arlington Financial Advisors
California
$211K +$203K +1,500 New
TPCW
233
TD Private Client Wealth
New York
$210K – – –
AAM
234
Azzad Asset Management
Virginia
$205K +$197K +1,457 New
WA
235
Wealth Alliance
New York
$204K +$196K +1,449 New
Macquarie Group
236
Macquarie Group
Australia
$168K – – –
CFGS
237
Concourse Financial Group Securities
Alabama
$151K +$4.2K +31 +3%
FGAM
238
Financial Gravity Asset Management
Texas
$141K – – –
GWSG
239
GPS Wealth Strategies Group
Colorado
$127K – – –
MAM
240
Meeder Asset Management
Ohio
$117K +$113K +837 New
FHA
241
First Horizon Advisors
Tennessee
$110K -$1.08K -8 -1%
DFCM
242
Dark Forest Capital Management
Puerto Rico
$106K +$20.9K +154 +26%
AS
243
Altshuler Shaham
Israel
$103K +$42.1K +311 +74%
HIA
244
Harbor Investment Advisory
Maryland
$97K +$93.1K +687 New
Asset Management One
245
Asset Management One
Japan
$84K – – –
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$70K +$4.61K +34 +7%
SCA
247
Stonebridge Capital Advisors
Minnesota
$66K -$63.5K -469 -50%
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$53K +$50.4K +372 +3,382%
HFM
249
Harvest Fund Management
China
$52K +$50.4K +372 New
PCG
250
Private Capital Group
Connecticut
$42K – – –
8 9
10
11 12

WK Hedge Fund Activity: Q3 2021 in Review

281 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2021, worth a combined $5.86B — up 36% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WK positions and 16 closed out — a net gain of 35 holders — while 97 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $159M. The largest seller was Fidelity Investments, cutting an estimated $68.5M.

  • 281 institutional investors held Workiva (WK) as of Q3 2021, up from 250 in Q2 2021.
  • Funds reported $5.86B of Workiva stock for Q3 2021, up 36% quarter-over-quarter.
  • 51 funds opened new Workiva positions in Q3 2021 and 16 closed out, a net change of +35 holders.
  • The largest Workiva buyer in Q3 2021 was Invesco, an estimated $159M added.
  • The largest Workiva seller in Q3 2021 was Fidelity Investments, an estimated $68.5M sold.

Based on aggregated 13F filings for Q3 2021.