WK icon

Workiva
WK

Overview Fund Activity

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
Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
4.94%
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

1
Invesco
1
Invesco
Georgia
$179M
2
BlackRock
2
BlackRock
New York
$475M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$135M
4
TCM
4
TimesSquare Capital Management
New York
$67.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$97M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$215M
2
Brown Advisory
2
Brown Advisory
Maryland
$287M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$126M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$577M
5
CIP
5
Champlain Investment Partners
Vermont
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
226
Sigma Planning Corp
Michigan
$240K +$240K +1,700 New
PA
227
Profund Advisors
Maryland
$234K +$234K +1,663 New
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$232K – – –
PTC
229
Petrus Trust Company
Texas
$228K -$184K -1,305 -45%
CM
230
Capula Management
Cayman Islands
$226K +$226K +1,601 New
OR
231
Olympiad Research
Connecticut
$220K +$220K +1,561 New
AFA
232
Arlington Financial Advisors
California
$211K +$211K +1,500 New
TPCW
233
TD Private Client Wealth
New York
$210K – – –
AAM
234
Azzad Asset Management
Virginia
$205K +$205K +1,457 New
WA
235
Wealth Alliance
New York
$204K +$204K +1,449 New
Macquarie Group
236
Macquarie Group
Australia
$168K – – –
CFGS
237
Concourse Financial Group Securities
Alabama
$151K +$4.38K +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 +$117K +837 New
FHA
241
First Horizon Advisors
Tennessee
$110K -$1.11K -8 -1%
DFCM
242
Dark Forest Capital Management
Puerto Rico
$106K +$21.7K +154 +26%
AS
243
Altshuler Shaham
Israel
$103K +$43.9K +311 +74%
HIA
244
Harbor Investment Advisory
Maryland
$97K +$97K +687 New
Asset Management One
245
Asset Management One
Japan
$84K – – –
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$70K +$4.82K +34 +7%
SCA
247
Stonebridge Capital Advisors
Minnesota
$66K -$66K -469 -50%
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$53K +$51.5K +372 +3,382%
HFM
249
Harvest Fund Management
China
$52K +$52K +372 New
PCG
250
Private Capital Group
Connecticut
$42K – – –
8 9
10
11 12