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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
AAMU
26
AEGON Asset Management (UK)
United Kingdom
$57.1M +$16.4M +116,578 +36%
Aberdeen Group
27
Aberdeen Group
United Kingdom
$52.8M -$15.8M -112,380 -22%
MPI
28
Mairs & Power Inc
Minnesota
$52.1M -$2.69M -19,050 -5%
N
29
Nuveen
North Carolina
$51.6M +$2.71M +19,228 +5%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$51.6M -$298K -2,115 -0.5%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$51M -$534K -3,786 -1%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$47.1M -$6.27M -44,447 -11%
Norges Bank
33
Norges Bank
Norway
$46.1M +$6.47M +45,896 +15%
Charles Schwab
34
Charles Schwab
California
$45.5M +$2.39M +16,967 +5%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$37.1M -$33.4M -236,903 -45%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$34.7M +$1.17M +8,300 +3%
Deutsche Bank
37
Deutsche Bank
Germany
$32.9M +$5.09M +36,101 +17%
Bank of America
38
Bank of America
North Carolina
$32.2M -$2.44M -17,272 -7%
Westfield Capital Management
39
Westfield Capital Management
Massachusetts
$32M +$34.5M +244,888 New
Federated Hermes
40
Federated Hermes
Pennsylvania
$30.5M -$8.15M -57,786 -20%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$29.1M +$2.67M +18,929 +9%
SAM
42
Silvercrest Asset Management
New York
$26.4M +$474K +3,361 +2%
RI
43
Redwood Investments
Massachusetts
$24.3M -$4.39M -31,133 -14%
UBS Group
44
UBS Group
Switzerland
$23.6M -$9.94M -70,514 -28%
WHP
45
Washington Harbour Partners
Virginia
$23.5M -$25.7M -182,292 -50%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$23.3M -$2.07M -14,675 -8%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$22.8M +$2.65M +18,805 +12%
Two Sigma Investments
48
Two Sigma Investments
New York
$22.2M -$661K -4,690 -3%
JP Morgan Chase
49
JP Morgan Chase
New York
$22.2M -$816K -5,783 -3%
CS
50
Credit Suisse
Switzerland
$21.4M +$3.42M +24,278 +17%