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Workiva
WK

Overview Fund Activity

287 hedge funds and large institutions have $5.11B invested in Workiva in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 65 closing their positions.

Holders
287
Holders Change
-30
Holders Change %
-9.46%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
120
Reduced
93
Closed
65
Calls
$11.4M
Puts
$10.6M
Net Calls
+$831K
Net Calls Change
+$5.52M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$229M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$57.9M
3
RP
3
Riverbridge Partners
Minnesota
$221M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$168M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$290M

Top Sellers

1
GIM
1
Granahan Investment Management
Massachusetts
$44.9M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$115M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$889K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$111M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$3.84M
Name Market Value Shares Shares
Change 		Shares
Change %
PFBT
226
Parkside Financial Bank & Trust
Missouri
$211K 1,787 +16 +0.9%
SC
227
Steph & Co
Wisconsin
$202K 1,708 +1,708 New
SPC
228
Sigma Planning Corp
Michigan
$201K 1,700 – –
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$188K 1,592 +1,592 New
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$183K 1,547 +65 +4%
CSB
231
City State Bank
Iowa
$180K 1,525 – –
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$178K 1,511 +974 +181%
Canada Pension Plan Investment Board
233
Canada Pension Plan Investment Board
Ontario, Canada
$177K 1,500 -13,400 -90%
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$176K 1,492 +12 +0.8%
STCOSD
235
Sageworth Trust Company of South Dakota
South Dakota
$166K 1,403 – –
TRCT
236
Tower Research Capital (TRC)
New York
$131K 1,105 -258 -19%
HWMA
237
Heritage Wealth Management (Arizona)
Arizona
$122K 1,038 +1,038 New
Macquarie Group
238
Macquarie Group
Australia
$114K 964,362 +963,169 +80,735%
GWSG
239
GPS Wealth Strategies Group
Colorado
$106K 900 – –
HIA
240
Harbor Investment Advisory
Maryland
$102K 868 +181 +26%
Lazard Asset Management
241
Lazard Asset Management
New York
$82K 703 +703 New
AAP
242
Arax Advisory Partners
Colorado
$66K 556 +315 +131%
SCA
243
Stonebridge Capital Advisors
Minnesota
$55K 469 – –
ST
244
Sageworth Trust
Pennsylvania
$50K 423 – –
CFGS
245
Concourse Financial Group Securities
Alabama
$49K 417 -559 -57%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$46K 383 +378 +7,560%
AS
247
Altshuler Shaham
Israel
$44K 375 +375 New
S
248
SignatureFD
Georgia
$40K 339 -31 -8%
BEI
249
Benjamin Edwards Inc
Missouri
$39K 329 +329 New
PCG
250
Private Capital Group
Connecticut
$33K 282 -16 -5%
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