WK icon

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 %
MIFH
251
Migdal Insurance & Financial Holdings
Israel
$25K 219 +38 +21%
CFB
252
Cullen/Frost Bankers
Texas
$25K 208 +208 New
TWA
253
TCI Wealth Advisors
Arizona
$22K 186 +84 +82%
Koshinski Asset Management
254
Koshinski Asset Management
Illinois
$20.1K 170 +170 New
HFM
255
Harvest Fund Management
China
$19K 165 – –
SWM
256
Spire Wealth Management
Virginia
$18K 151 – –
FHA
257
First Horizon Advisors
Tennessee
$17K 146 -546 -79%
HFA
258
HC Financial Advisors
California
$15K 130 – –
LAS
259
Lloyd Advisory Services
Georgia
$15K 126 +126 New
T
260
TCWP
Ohio
$13K 114 +114 New
SPIA
261
Steward Partners Investment Advisory
New York
$12K 100 – –
C
262
Covestor
United Kingdom
$11K 94 +35 +59%
MCM
263
Manchester Capital Management
Vermont
$9K 79 -3 -4%
BBHC
264
Brown Brothers Harriman & Co
New York
$9K 75 +75 New
TPCW
265
TD Private Client Wealth
New York
$8.73K 74 -1,418 -95%
QCG
266
Quadrant Capital Group
Ohio
$8K 65 -50 -43%
HNB
267
Huntington National Bank
Ohio
$7K 56 -108 -66%
AF
268
Advisornet Financial
Minnesota
$7K 60 +15 +33%
CA
269
Clearstead Advisors
Ohio
$7K 60 +60 New
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$6K 57 -335 -85%
PA
271
Parallel Advisors
California
$6K 55 -168 -75%
IHWM
272
Iron Horse Wealth Management
Iowa
$6K 50 – –
WTA
273
Washington Trust Advisors
Massachusetts
$6K 50 +50 New
NFSG
274
Newbridge Financial Services Group
Florida
$5K 45 – –
LC
275
Lindbrook Capital
California
$5K 41 +19 +86%
9 10
11
12 13