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250 hedge funds and large institutions have $4.32B invested in Workiva in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 107 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,011% more call options, than puts

Call options by funds: $9.52M | Put options by funds: $857K

60% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 67

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

32% more capital invested

Capital invested by funds: $3.26B → $4.32B (+$1.06B)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

5% more funds holding

Funds holding: 238250 (+12)

3.23% more ownership

Funds ownership: 88.85%92.08% (+3.2%)

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.35%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
38
Increased
107
Reduced
67
Closed
26
Calls
$9.52M
Puts
$857K
Net Calls
+$8.67M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$45.8M +$39.2M +403,896 +5,421%
Wells Fargo
27
Wells Fargo
California
$43.6M +$7.02M +72,276 +23%
Norges Bank
28
Norges Bank
Norway
$41.5M -$11.7M -120,085 -24%
DDC
29
DF Dent & Co
Maryland
$38.2M +$2.58M +26,604 +8%
N
30
Nuveen
North Carolina
$37.2M -$4.44M -45,752 -12%
Artisan Partners
31
Artisan Partners
Wisconsin
$36.3M +$31.7M +326,151 New
Charles Schwab
32
Charles Schwab
California
$34.3M +$2.76M +28,431 +10%
Bank of America
33
Bank of America
North Carolina
$31.8M +$1.14M +11,736 +4%
Goldman Sachs
34
Goldman Sachs
New York
$31.3M +$1.18M +12,122 +5%
SAM
35
Silvercrest Asset Management
New York
$30.8M +$530K +5,458 +2%
Federated Hermes
36
Federated Hermes
Pennsylvania
$30.6M +$129K +1,332 +0.5%
Two Sigma Investments
37
Two Sigma Investments
New York
$29.7M -$8.54M -87,956 -25%
RI
38
Redwood Investments
Massachusetts
$29.6M -$174K -1,796 -0.7%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$28.8M -$204K -2,100 -0.8%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$20.6M +$378K +3,890 +2%
CS
41
Credit Suisse
Switzerland
$20.5M +$26.2K +270 +0.1%
UBS Group
42
UBS Group
Switzerland
$18.1M +$10.6M +109,090 +204%
JP Morgan Chase
43
JP Morgan Chase
New York
$17.7M +$4.64M +47,738 +43%
GIPM
44
G2 Investment Partners Management
New York
$17.1M +$496K +5,104 +3%
Fuller & Thaler Asset Management
45
Fuller & Thaler Asset Management
California
$16.1M -$460K -4,741 -3%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$15.6M +$1.21M +12,448 +10%
Millennium Management
47
Millennium Management
New York
$15.2M -$7.55M -77,741 -36%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$13.6M -$2.91M -29,970 -20%
Canada Life
49
Canada Life
Manitoba, Canada
$13.3M -$13.9K -143 -0.1%
Morgan Stanley
50
Morgan Stanley
New York
$12.8M +$2.11M +21,779 +23%