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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.

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 %
Manulife (Manufacturers Life Insurance)
301
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.83K -$28 -217 -1%
EW
302
Evoke Wealth
California
$2K – – –
NFG
303
Next Financial Group
Texas
$2K – – –
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
MGIM
305
M&G Investment Management
United Kingdom
$1.55K -$610 -4,689 -28%
BWM
306
Baystate Wealth Management
Massachusetts
$1K – – –
BIA
307
Bell Investment Advisors
California
$1K – – –
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
AssetMark Inc
309
AssetMark Inc
California
$1K – – –
Jones Financial Companies
310
Jones Financial Companies
Missouri
$1K +$1K +4 New
JFA
311
JNBA Financial Advisors
Minnesota
$1K +$1K +4 New
GWS
312
Glassman Wealth Services
Virginia
$1K +$1K +5 New
IA
313
IFP Advisors
Florida
$1K +$1K +6 New
LF
314
Lee Financial
Texas
$1K +$1K +10 New
HNWA
315
Henrickson Nauta Wealth Advisors
Michigan
$1K +$1K +10 New
VRS
316
Virginia Retirement Systems
Virginia
$757 +$26 +200 +4%
FGAM
317
Financial Gravity Asset Management
Texas
$14 +$14 +130 New
NC
318
NZS Capital
Colorado
– -$4.1M -29,048 Closed
CA
319
CastleArk Alternatives
Illinois
– -$2.54M -17,990 Closed
Lazard Asset Management
320
Lazard Asset Management
New York
– -$1.65M -11,723 Closed
Acadian Asset Management
321
Acadian Asset Management
Massachusetts
– -$1.58M -11,244 Closed
EGI
322
EAM Global Investors
California
– -$1.43M -10,171 Closed
CS
323
Candriam SCA
Luxembourg
– -$1.41M -10,000 Closed
DTL
324
Dynamic Technology Lab
Singapore
– -$951K -6,750 Closed
OA
325
Oak Associates
Ohio
– -$948K -6,725 Closed
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13
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