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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.

New
Increased
Maintained
Reduced
Closed
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 %
HFM
276
Harvest Fund Management
China
$21K -$26.3K -207 -56%
HNB
277
Huntington National Bank
Ohio
$21K – – –
SWM
278
Spire Wealth Management
Virginia
$20K – – –
AWA
279
Aquire Wealth Advisors
Utah
$18K +$18K +140 New
HFA
280
HC Financial Advisors
California
$17K – – –
MIM
281
Macroview Investment Management
Maryland
$16K +$16K +124 New
QCG
282
Quadrant Capital Group
Ohio
$15K +$13.7K +105 +1,050%
SPIA
283
Steward Partners Investment Advisory
New York
$13K – – –
TWA
284
TCI Wealth Advisors
Arizona
$13K +$1.15K +9 +10%
MCM
285
Manchester Capital Management
Vermont
$11K +$805 +6 +8%
DFCM
286
Dark Forest Capital Management
Puerto Rico
$9K -$93.7K -687 -91%
HI
287
Harbour Investments
Wisconsin
$8K -$1.25K -10 -14%
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$8K +$8K +59 New
C
289
Covestor
United Kingdom
$8K +$8K +59 New
TCWA
290
Ten Capital Wealth Advisors
Washington
$8K +$8K +64 New
IHWM
291
Iron Horse Wealth Management
Iowa
$7K – – –
AF
292
Advisornet Financial
Minnesota
$6K -$933 -7 -13%
NFSG
293
Newbridge Financial Services Group
Florida
$6K +$5.33K +40 +800%
EBA
294
Eagle Bay Advisors
New York
$5K -$5K -41 -50%
BA
295
Bellwether Advisors
Nebraska
$5K – – –
LC
296
Lindbrook Capital
California
$3K – – –
HWM
297
HighMark Wealth Management
Minnesota
$3K +$3K +20 New
SC
298
Sierra Capital
Florida
$3K +$3K +26 New
MP
299
McDonald Partners
Ohio
$2.87K +$2.87K +22 New
ACM
300
Absolute Capital Management
Pennsylvania
$2.87K +$2.87K +22 New
10 11
12
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