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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 %
CAL
251
Capital Advisors Ltd
Ohio
$3K +$2.5K +35 +500%
EI
252
Ellevest Inc
New York
$3K +$3K +44 New
ACM
253
Absolute Capital Management
Pennsylvania
$2.48K +$2.48K +32 New
MCM
254
Manchester Capital Management
Vermont
$2K -$750 -12 -27%
Simplex Trading
255
Simplex Trading
Illinois
$1K -$2.6K -52 -72%
EC
256
Elequin Capital
New York
$1K -$500 -7 -33%
BWM
257
Baystate Wealth Management
Massachusetts
$1K – – –
GI
258
Gradient Investments
Minnesota
$1K +$1K +9 New
MAM
259
Meeder Asset Management
Ohio
$1K +$1K +9 New
AF
260
Allworth Financial
California
$1K +$889 +16 +800%
MOS
261
MGO One Seven
Ohio
$335 +$1 +15 +0.3%
Assenagon Asset Management
262
Assenagon Asset Management
Luxembourg
– -$8.64M -130,878 Closed
EGM
263
Engineers Gate Manager
New York
– -$6.31M -95,579 Closed
Squarepoint
264
Squarepoint
New York
– -$3.21M -48,605 Closed
Qube Research & Technologies (QRT)
265
Qube Research & Technologies (QRT)
United Kingdom
– -$2.71M -41,126 Closed
Allianz Asset Management
266
Allianz Asset Management
Germany
– -$2.61M -39,605 Closed
MF
267
Magnetar Financial
Illinois
– -$1.34K -20,370 Closed
IFAM
268
Institutional & Family Asset Management
Colorado
– -$1.25M -18,983 Closed
SLG
269
Stanley-Laman Group
Pennsylvania
– -$1.1M -16,638 Closed
FPB
270
First PREMIER Bank
South Dakota
– -$945K -14,319 Closed
Capital Fund Management (CFM)
271
Capital Fund Management (CFM)
France
– -$923K -13,984 Closed
Dimensional Fund Advisors
272
Dimensional Fund Advisors
Texas
– -$903K -13,687 Closed
RA
273
Royce & Associates
New York
– -$858K -13,000 Closed
EMG
274
ETF Managers Group
New Jersey
– -$731K -10,785 Closed
VI
275
Versor Investments
New York
– -$397K -6,017 Closed
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