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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.

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 Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
276
American Century Companies
Missouri
– – -5,800 Closed
AQR Capital Management
277
AQR Capital Management
Connecticut
– – -5,044 Closed
SF
278
Synovus Financial
Georgia
– – -4,951 Closed
Bank of Montreal
279
Bank of Montreal
Ontario, Canada
– – -4,865 Closed
Walleye Capital
280
Walleye Capital
New York
– – -4,747 Closed
William Blair & Company
281
William Blair & Company
Illinois
– – -4,675 Closed
DIM
282
DC Investments Management
Virginia
– – -4,487 Closed
QC
283
Quadrature Capital
United Kingdom
– – -3,339 Closed
Federated Hermes
284
Federated Hermes
Pennsylvania
– – -3,335 Closed
MM
285
MQS Management
New York
– – -3,288 Closed
EWA
286
EverSource Wealth Advisors
Alabama
– – -810 Closed
Lazard Asset Management
287
Lazard Asset Management
New York
– – -703 Closed
TWA
288
TCI Wealth Advisors
Arizona
– – -110 Closed
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$0 5 -60 -92%
IHWM
290
Iron Horse Wealth Management
Iowa
– – -50 Closed
WT
291
Whittier Trust
California
– – -31 Closed
Fuller & Thaler Asset Management
292
Fuller & Thaler Asset Management
California
– – -19 Closed
GWS
293
Glassman Wealth Services
Virginia
– – -14 Closed
PAG
294
Paladin Advisory Group
Iowa
– – – –
PI
295
PEAK6 Investments
Illinois
– – – –
DS
296
DRW Securities
Illinois
– – – –
Group One Trading
297
Group One Trading
Illinois
– – – –
Walleye Trading
298
Walleye Trading
New York
– – – –
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