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318 hedge funds and large institutions have $5.52B invested in Workiva in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

13% more funds holding

Funds holding: 281318 (+37)

2.96% less ownership

Funds ownership: 96.74%93.78% (-3%)

6% less capital invested

Capital invested by funds: $5.86B → $5.52B (-$342M)

27% less call options, than puts

Call options by funds: $12.8M | Put options by funds: $17.5M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
318
Holders Change
+37
Holders Change %
+13.17%
% of All Funds
4.89%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
68
Increased
114
Reduced
98
Closed
27
Calls
$12.8M
Puts
$17.5M
Net Calls
-$4.69M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
276
Harvest Fund Management
China
$21K -$29.2K -207 -56%
HNB
277
Huntington National Bank
Ohio
$21K
SWM
278
Spire Wealth Management
Virginia
$20K
AWA
279
Aquire Wealth Advisors
Utah
$18K +$19.7K +140 New
LSA
280
Leonteq Securities AG
Switzerland
$17.9K +$19.3K +137 New
HFA
281
HC Financial Advisors
California
$17K
MIM
282
Macroview Investment Management
Maryland
$16K +$17.5K +124 New
QCG
283
Quadrant Capital Group
Ohio
$15K +$14.8K +105 +1,050%
SPIA
284
Steward Partners Investment Advisory
New York
$13K
TWA
285
TCI Wealth Advisors
Arizona
$13K +$1.27K +9 +10%
MCM
286
Manchester Capital Management
Vermont
$11K +$846 +6 +8%
DFCM
287
Dark Forest Capital Management
Puerto Rico
$9K -$96.9K -687 -91%
HI
288
Harbour Investments
Wisconsin
$8K -$1.41K -10 -14%
C
289
Covestor
United Kingdom
$8K +$8.32K +59 New
National Bank of Canada
290
National Bank of Canada
Quebec, Canada
$8K +$8.32K +59 New
TCWA
291
Ten Capital Wealth Advisors
Washington
$8K +$9.03K +64 New
IHWM
292
Iron Horse Wealth Management
Iowa
$7K
AF
293
Advisornet Financial
Minnesota
$6K -$987 -7 -13%
NFSG
294
Newbridge Financial Services Group
Florida
$6K +$5.64K +40 +800%
EBA
295
Eagle Bay Advisors
New York
$5K -$5.78K -41 -50%
BA
296
Bellwether Advisors
Nebraska
$5K
LC
297
Lindbrook Capital
California
$3K
HWM
298
HighMark Wealth Management
Minnesota
$3K +$2.82K +20 New
SC
299
Sierra Capital
Florida
$3K +$3.67K +26 New
ACM
300
Absolute Capital Management
Pennsylvania
$2.87K +$3.1K +22 New