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Workiva
WK

Overview Fund Activity

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.

Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
4.94%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
51
Increased
97
Reduced
87
Closed
16
Calls
$20.1M
Puts
$13M
Net Calls
+$7.02M
Net Calls Change
-$1.65M

Top Buyers

1
Invesco
1
Invesco
Georgia
$179M
2
BlackRock
2
BlackRock
New York
$475M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$135M
4
TCM
4
TimesSquare Capital Management
New York
$67.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$97M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$215M
2
Brown Advisory
2
Brown Advisory
Maryland
$287M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$126M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$577M
5
CIP
5
Champlain Investment Partners
Vermont
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
26
TimesSquare Capital Management
New York
$67.6M 479,235 +479,235 New
MPI
27
Mairs & Power Inc
Minnesota
$59M 418,481 -36,269 -8%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$57.2M 405,548 -82,819 -17%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$56M 397,198 -25,375 -6%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$55.7M 394,930 -16,416 -4%
DDC
31
DF Dent & Co
Maryland
$54.1M 383,687 +40,211 +12%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$53.1M 376,364 +42,263 +13%
WHP
33
Washington Harbour Partners
Virginia
$51M 362,105 -108,754 -23%
Charles Schwab
34
Charles Schwab
California
$46.7M 331,615 +23,371 +8%
AAMU
35
AEGON Asset Management (UK)
United Kingdom
$45.3M 321,282 +321,282 New
Norges Bank
36
Norges Bank
Norway
$43.3M 307,359 -65,021 -17%
Federated Hermes
37
Federated Hermes
Pennsylvania
$41.1M 291,709 +16,723 +6%
Bank of America
38
Bank of America
North Carolina
$37.2M 263,930 -21,489 -8%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$36.4M 258,000 -600 -0.2%
UBS Group
40
UBS Group
Switzerland
$35.4M 251,445 +88,921 +55%
RI
41
Redwood Investments
Massachusetts
$30.7M 217,563 -47,973 -18%
Deutsche Bank
42
Deutsche Bank
Germany
$30.5M 216,131 +120,408 +126%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$28.7M 203,760 +203,760 New
SAM
44
Silvercrest Asset Management
New York
$28.1M 199,257 -77,520 -28%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$27.3M 193,581 +8,452 +5%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$24.8M 176,156 +17,093 +11%
Two Sigma Investments
47
Two Sigma Investments
New York
$24.7M 175,122 -91,576 -34%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$22M 156,216 +34,280 +28%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$19.7M 140,663 +213 +0.2%
CS
50
Credit Suisse
Switzerland
$19.7M 139,695 -41,328 -23%
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