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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 %
HR
276
Howe & Rusling
New York
$5K 41 +41 New
BA
277
Bellwether Advisors
Nebraska
$4K 40 – –
WT
278
Whittier Trust
California
$4K 31 +31 New
PCA
279
Providence Capital Advisors
North Carolina
$4K 32 +32 New
SC
280
Sierra Capital
Florida
$3K 26 – –
EC
281
Elequin Capital
New York
$3K 28 +28 New
MGIM
282
M&G Investment Management
United Kingdom
$1.4K 11,881 – –
BWM
283
Baystate Wealth Management
Massachusetts
$1K 9 – –
IA
284
IFP Advisors
Florida
$1K 8 +2 +33%
GWS
285
Glassman Wealth Services
Virginia
$1K 7 +2 +40%
AFG
286
Albion Financial Group
Utah
$1K 9 +9 New
EI
287
Ellevest Inc
New York
$1K 10 +10 New
WHP
288
Washington Harbour Partners
Virginia
– – -179,813 Closed
Citadel Advisors
289
Citadel Advisors
Florida
– – -96,022 Closed
Millennium Management
290
Millennium Management
New York
– – -93,113 Closed
WP
291
Woodline Partners
California
– – -79,959 Closed
PP
292
PDT Partners
New York
– – -41,500 Closed
TC
293
TwinBeech Capital
New York
– – -16,225 Closed
Toronto Dominion Bank
294
Toronto Dominion Bank
Ontario, Canada
– – -15,157 Closed
EF
295
Empowered Funds
Pennsylvania
– – -13,092 Closed
QC
296
Quadrature Capital
United Kingdom
– – -11,316 Closed
ADIM
297
Alpha DNA Investment Management
Maryland
– – -10,944 Closed
OMC
298
Old Mission Capital
Illinois
– – -9,992 Closed
Walleye Capital
299
Walleye Capital
New York
– – -9,908 Closed
EI
300
EAM Investors
California
– – -9,612 Closed
10 11
12
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