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
Name Holding Trade Value Shares
Change
Shares
Change %
S
251
SignatureFD
Georgia
$35K +$9.03K +64 +35%
CFA
252
Carroll Financial Associates
North Carolina
$31K -$141 -1 -0.5%
BCA
253
Berman Capital Advisors
Georgia
$29K +$2.36K +17 +9%
MIFH
254
Migdal Insurance & Financial Holdings
Israel
$27K
AAP
255
Arax Advisory Partners
Colorado
$24K
PA
256
Parallel Advisors
California
$24K +$10.9K +78 +83%
HNB
257
Huntington National Bank
Ohio
$23K -$701 -5 -3%
SWM
258
Spire Wealth Management
Virginia
$21K
HFA
259
HC Financial Advisors
California
$18K
SPIA
260
Steward Partners Investment Advisory
New York
$14K +$14K +100 New
TWA
261
TCI Wealth Advisors
Arizona
$13K
CFB
262
Cullen/Frost Bankers
Texas
$12K
EBA
263
Eagle Bay Advisors
New York
$12K +$5.85K +40 +95%
MCM
264
Manchester Capital Management
Vermont
$11K +$11K +76 New
HI
265
Harbour Investments
Wisconsin
$10K +$9.87K +73 +7,300%
AF
266
Advisornet Financial
Minnesota
$7K
IHWM
267
Iron Horse Wealth Management
Iowa
$7K
BA
268
Bellwether Advisors
Nebraska
$5K +$5K +40 New
LC
269
Lindbrook Capital
California
$3K
MGIM
270
M&G Investment Management
United Kingdom
$2.34K -$116 -821 -5%
NFG
271
Next Financial Group
Texas
$2K -$4K -28 -67%
EW
272
Evoke Wealth
California
$2K
PFGIA
273
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +12 New
NFSG
274
Newbridge Financial Services Group
Florida
$1K -$600 -3 -38%
BWM
275
Baystate Wealth Management
Massachusetts
$1K