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Workiva
WK

Overview Fund Activity

261 hedge funds and large institutions have $3.41B invested in Workiva in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 75 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+11
Holders Change %
+4.4%
% of All Funds
4.51%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
46
Increased
110
Reduced
75
Closed
31
Calls
$5.05M
Puts
$3.49M
Net Calls
+$1.56M
Net Calls Change
+$35K

Top Buyers

1
RP
1
Riverbridge Partners
Minnesota
$174M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$45.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$70.6M
4
CIP
4
Champlain Investment Partners
Vermont
$122M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$102M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$69.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$14.3M
3
Ameriprise
3
Ameriprise
Minnesota
$114M
4
Invesco
4
Invesco
Georgia
$56.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
226
Concourse Financial Group Securities
Alabama
$30K +$1.38K +18 +5%
STCOSD
227
Sageworth Trust Company of South Dakota
South Dakota
$28K -$19.8K -256 -41%
CFB
228
Cullen/Frost Bankers
Texas
$28K +$13K +169 +87%
BBHC
229
Brown Brothers Harriman & Co
New York
$25K +$25K +322 New
MIFH
230
Migdal Insurance & Financial Holdings
Israel
$20K -$78 -1 -0.4%
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$16K -$7.22K -93 -31%
HNB
232
Huntington National Bank
Ohio
$14K -$12.3K -154 -47%
WFA
233
Wipfli Financial Advisors
Wisconsin
$14K +$14K +181 New
TPCW
234
TD Private Client Wealth
New York
$12.6K +$6.85K +88 +119%
QCG
235
Quadrant Capital Group
Ohio
$11K -$1.32K -17 -11%
PA
236
Parallel Advisors
California
$10K +$2.18K +29 +28%
SPIA
237
Steward Partners Investment Advisory
New York
$8K -$2.32K -29 -22%
C
238
Covestor
United Kingdom
$7K – – –
WTA
239
Washington Trust Advisors
Massachusetts
$6K – – –
GC
240
Globeflex Capital
California
$6K +$2.79K +33 +87%
AF
241
Advisornet Financial
Minnesota
$5K – – –
LC
242
Lindbrook Capital
California
$5K +$4.42K +61 +763%
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$5K +$5K +64 New
AFS
244
Annapolis Financial Services
Maryland
$5K +$5K +67 New
SWM
245
Spire Wealth Management
Virginia
$4K -$7.84K -100 -66%
HR
246
Howe & Rusling
New York
$4K – – –
HI
247
Harbour Investments
Wisconsin
$4K – – –
CA
248
Crewe Advisors
Utah
$3K – – –
IA
249
IFP Advisors
Florida
$3K +$2.08K +18 +225%
BIA
250
Bell Investment Advisors
California
$3K +$2.46K +32 +457%
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