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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
OA
326
Oak Associates
Ohio
-$948K -6,725 Closed
Verition Fund Management
327
Verition Fund Management
Connecticut
-$921K -6,532 Closed
Qube Research & Technologies (QRT)
328
Qube Research & Technologies (QRT)
United Kingdom
-$911K -6,462 Closed
SEC
329
Seven Eight Capital
New York
-$827K -5,870 Closed
CC
330
Centiva Capital
New York
-$816K -5,786 Closed
ACI
331
AMP Capital Investors
Australia
-$677K -4,800 Closed
Simplex Trading
332
Simplex Trading
Illinois
-$594K -4,214 Closed
YIH
333
Y-Intercept (HK)
Hong Kong
-$352K -2,498 Closed
CIP
334
Convergence Investment Partners
Florida
-$347K -2,459 Closed
WAM
335
Wolverine Asset Management
Illinois
-$322K -2,291 Closed
AG
336
AlphaSimPlex Group
Massachusetts
-$292K -2,072 Closed
PCM
337
Prelude Capital Management
New York
-$253K -1,792 Closed
CM
338
Capula Management
Cayman Islands
-$226K -1,601 Closed
OR
339
Olympiad Research
Connecticut
-$220K -1,561 Closed
AFA
340
Arlington Financial Advisors
California
-$211K -1,500 Closed
MAM
341
Meeder Asset Management
Ohio
-$117K -837 Closed
AS
342
Altshuler Shaham
Israel
-$103K -730 Closed
Asset Management One
343
Asset Management One
Japan
-$84K -603 Closed
CFB
344
Cullen/Frost Bankers
Texas
-$12K -83 Closed
M1FG
345
Mach-1 Financial Group
Arkansas
+$564 +4 New