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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 %
RJFSA
326
Raymond James Financial Services Advisors
Florida
– – -1,819 Closed
CCIA
327
Campbell & Co Investment Adviser
Maryland
– – -1,750 Closed
PTC
328
Petrus Trust Company
Texas
– – -1,727 Closed
APP
329
Avantax Planning Partners
Iowa
– – -1,650 Closed
Wolverine Trading
330
Wolverine Trading
Illinois
– – -1,620 Closed
CMBA
331
C.M. Bidwell & Associates
Hawaii
– – -1,400 Closed
SG Americas Securities
332
SG Americas Securities
New York
– – -896 Closed
HBT
333
Hills Bank & Trust
Iowa
– – -795 Closed
CWS
334
Confluence Wealth Services
Pennsylvania
– – -205 Closed
AWA
335
Aquire Wealth Advisors
Utah
– – -140 Closed
FGAM
336
Financial Gravity Asset Management
Texas
– – -130 Closed
MIM
337
Macroview Investment Management
Maryland
– – -124 Closed
DFCM
338
Dark Forest Capital Management
Puerto Rico
– – -66 Closed
TCWA
339
Ten Capital Wealth Advisors
Washington
– – -64 Closed
National Bank of Canada
340
National Bank of Canada
Quebec, Canada
– – -59 Closed
EBA
341
Eagle Bay Advisors
New York
– – -41 Closed
ACM
342
Absolute Capital Management
Pennsylvania
– – -22 Closed
MP
343
McDonald Partners
Ohio
– – -22 Closed
HWM
344
HighMark Wealth Management
Minnesota
– – -20 Closed
EW
345
Evoke Wealth
California
– – -18 Closed
PFGIA
346
Patriot Financial Group Insurance Agency
Massachusetts
– – -12 Closed
HNWA
347
Henrickson Nauta Wealth Advisors
Michigan
– – -10 Closed
LF
348
Lee Financial
Texas
– – -10 Closed
JFA
349
JNBA Financial Advisors
Minnesota
– – -4 Closed
AssetMark Inc
350
AssetMark Inc
California
– – -4 Closed
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