Workiva
281 hedge funds and large institutions have $5.86B invested in Workiva in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 87 reducing their positions, and 16 closing their positions.
219% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 16
54% more call options, than puts
Call options by funds: $20.1M | Put options by funds: $13M
36% more capital invested
Capital invested by funds: $4.32B → $5.86B (+$1.54B)
12% more funds holding
Funds holding: 250 → 281 (+31)
11% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 87
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
4.66% more ownership
Funds ownership: 92.08% → 96.74% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$159M |
| 2 |
BlackRock
New York
|
+$75.3M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$68.1M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
+$64.9M |
| 5 |
Goldman Sachs
New York
|
+$55.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$68.5M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$63M |
| 3 |
Renaissance Technologies
New York
|
-$36.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$23.9M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$19.4M |
WK Hedge Fund Activity: Q3 2021 in Review
281 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2021, worth a combined $5.86B — up 36% from $4.32B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new WK positions and 16 closed out — a net gain of 35 holders — while 97 added to existing stakes and 87 trimmed.
The largest buyer was Invesco, adding an estimated $159M. The largest seller was Fidelity Investments, cutting an estimated $68.5M.
- 281 institutional investors held Workiva (WK) as of Q3 2021, up from 250 in Q2 2021.
- Funds reported $5.86B of Workiva stock for Q3 2021, up 36% quarter-over-quarter.
- 51 funds opened new Workiva positions in Q3 2021 and 16 closed out, a net change of +35 holders.
- The largest Workiva buyer in Q3 2021 was Invesco, an estimated $159M added.
- The largest Workiva seller in Q3 2021 was Fidelity Investments, an estimated $68.5M sold.
Based on aggregated 13F filings for Q3 2021.