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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
MP
301
McDonald Partners
Ohio
$2.87K +$3.1K +22 New
Manulife (Manufacturers Life Insurance)
302
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.83K -$30.6K -217 -1%
EW
303
Evoke Wealth
California
$2K
NFG
304
Next Financial Group
Texas
$2K
PFGIA
305
Patriot Financial Group Insurance Agency
Massachusetts
$2K
MGIM
306
M&G Investment Management
United Kingdom
$1.54K -$661K -4,689 -28%
AssetMark Inc
307
AssetMark Inc
California
$1K
BWM
308
Baystate Wealth Management
Massachusetts
$1K
BIA
309
Bell Investment Advisors
California
$1K
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$1K
JFA
311
JNBA Financial Advisors
Minnesota
$1K +$564 +4 New
Jones Financial Companies
312
Jones Financial Companies
Missouri
$1K +$564 +4 New
GWS
313
Glassman Wealth Services
Virginia
$1K +$705 +5 New
IA
314
IFP Advisors
Florida
$1K +$846 +6 New
HNWA
315
Henrickson Nauta Wealth Advisors
Michigan
$1K +$1.41K +10 New
LF
316
Lee Financial
Texas
$1K +$1.41K +10 New
VRS
317
Virginia Retirement Systems
Virginia
$757 +$28.2K +200 +4%
FGAM
318
Financial Gravity Asset Management
Texas
$14 +$18.3K +130 New
NC
319
NZS Capital
Colorado
-$4.09M -29,048 Closed
CA
320
CastleArk Alternatives
Illinois
-$2.54M -17,990 Closed
Lazard Asset Management
321
Lazard Asset Management
New York
-$1.65M -11,723 Closed
Acadian Asset Management
322
Acadian Asset Management
Massachusetts
-$1.58M -11,244 Closed
EGI
323
EAM Global Investors
California
-$1.43M -10,171 Closed
CS
324
Candriam SCA
Luxembourg
-$1.41M -10,000 Closed
DTL
325
Dynamic Technology Lab
Singapore
-$951K -6,750 Closed