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Workiva
WK

Overview Fund Activity

317 hedge funds and large institutions have $5.52B invested in Workiva in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 27 closing their positions.

Holders
317
Holders Change
+36
Holders Change %
+12.81%
% of All Funds
4.9%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
67
Increased
114
Reduced
98
Closed
27
Calls
$12.8M
Puts
$17.5M
Net Calls
-$4.69M
Net Calls Change
-$11.7M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$139M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$191M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$32M
4
Ameriprise
4
Ameriprise
Minnesota
$168M
5
BlackRock
5
BlackRock
New York
$462M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$18.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$156M
3
Brown Advisory
3
Brown Advisory
Maryland
$226M
4
GIM
4
Granahan Investment Management
Massachusetts
$126M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
226
Graham Capital Management
Connecticut
$296K +$296K +2,271 New
ET
227
Equitable Trust
Tennessee
$293K +$293K +2,245 New
MAP
228
Milestone Advisory Partners
North Carolina
$288K – – –
State of Wisconsin Investment Board
229
State of Wisconsin Investment Board
Wisconsin
$287K – – –
GCP
230
GSA Capital Partners
United Kingdom
$268K +$268K +2,057 New
X
231
Xponance
Pennsylvania
$266K +$1.57K +12 +0.6%
CIBC Asset Management
232
CIBC Asset Management
Ontario, Canada
$263K +$5.47K +42 +2%
MWM
233
Mission Wealth Management
California
$261K -$131K -1,000 -33%
BPA
234
Beacon Pointe Advisors
California
$261K -$72.4K -555 -22%
Ohio Public Employees Retirement System (OPERS)
235
Ohio Public Employees Retirement System (OPERS)
Ohio
$259K +$259K +1,988 New
Neuberger Berman Group
236
Neuberger Berman Group
New York
$251K +$31.9K +285 +15%
PA
237
Profund Advisors
Maryland
$247K +$29.9K +229 +14%
AIM
238
Aigen Investment Management
New York
$244K +$244K +1,847 New
RJFSA
239
Raymond James Financial Services Advisors
Florida
$237K +$237K +1,819 New
MYIA
240
Mount Yale Investment Advisors
Colorado
$235K -$4.05K -31 -2%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$231K +$7.96K +61 +4%
CCIA
242
Campbell & Co Investment Adviser
Maryland
$228K +$228K +1,750 New
PTC
243
Petrus Trust Company
Texas
$225K +$14.2K +109 +7%
SPC
244
Sigma Planning Corp
Michigan
$222K – – –
SOW
245
State of Wyoming
Wyoming
$220K -$39.1K -299 -15%
APP
246
Avantax Planning Partners
Iowa
$215K +$215K +1,650 New
Wolverine Trading
247
Wolverine Trading
Illinois
$214K +$214K +1,620 New
PAS
248
Park Avenue Securities
New York
$205K +$205K +1,569 New
WA
249
Wealth Alliance
New York
$202K +$12.7K +97 +7%
CSB
250
City State Bank
Iowa
$199K +$199K +1,525 New
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