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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 %
TPCW
251
TD Private Client Wealth
New York
$195K – – –
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$193K -$21.6K -166 -10%
CMBA
253
C.M. Bidwell & Associates
Hawaii
$183K -$95.2K -728 -34%
STCOSD
254
Sageworth Trust Company of South Dakota
South Dakota
$183K +$183K +1,403 New
TRCT
255
Tower Research Capital (TRC)
New York
$178K -$437K -3,346 -71%
Nisa Investment Advisors
256
Nisa Investment Advisors
Missouri
$175K -$14.2K -120 -8%
Macquarie Group
257
Macquarie Group
Australia
$156K – – –
CFGS
258
Concourse Financial Group Securities
Alabama
$127K -$12.2K -94 -9%
SG Americas Securities
259
SG Americas Securities
New York
$117K -$1.71M -13,077 -94%
GWSG
260
GPS Wealth Strategies Group
Colorado
$117K – – –
HBT
261
Hills Bank & Trust
Iowa
$104K +$104K +795 New
FAM
262
Fulcrum Asset Management
United Kingdom
$93K – – –
FHA
263
First Horizon Advisors
Tennessee
$90K -$12.7K -98 -12%
HIA
264
Harbor Investment Advisory
Maryland
$90K – – –
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$70K +$5.61K +43 +9%
SCA
266
Stonebridge Capital Advisors
Minnesota
$61K – – –
ST
267
Sageworth Trust
Pennsylvania
$55K -$183K -1,410 -77%
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$51K +$1.17K +9 +2%
S
269
SignatureFD
Georgia
$48K +$15.8K +122 +49%
PCG
270
Private Capital Group
Connecticut
$39K +$131 +1 +0.3%
AAP
271
Arax Advisory Partners
Colorado
$31K +$9K +70 +41%
CFA
272
Carroll Financial Associates
North Carolina
$30K – – –
PA
273
Parallel Advisors
California
$29K +$6.63K +51 +30%
CWS
274
Confluence Wealth Services
Pennsylvania
$26K +$26K +205 New
MIFH
275
Migdal Insurance & Financial Holdings
Israel
$24K -$1.86K -14 -7%
9 10
11
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