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Workiva
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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 %
Goldman Sachs
26
Goldman Sachs
New York
$52.9M 448,008 -66,526 -13%
Aberdeen Group
27
Aberdeen Group
United Kingdom
$47.2M 398,710 -5,789 -1%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$45.8M 426,039 +30,447 +8%
AAMU
29
AEGON Asset Management (UK)
United Kingdom
$45.6M 387,297 -50,563 -12%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$45.2M 382,993 +21,892 +6%
GIM
31
Granahan Investment Management
Massachusetts
$44.9M 380,706 -585,366 -61%
Norges Bank
32
Norges Bank
Norway
$44.2M 374,438 +21,183 +6%
Charles Schwab
33
Charles Schwab
California
$43.8M 370,783 +22,201 +6%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$43M 364,611 -26,533 -7%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$37.7M 319,698 -75,385 -19%
SAM
36
Silvercrest Asset Management
New York
$36.1M 305,781 +103,163 +51%
Bank of America
37
Bank of America
North Carolina
$33.6M 285,013 +38,355 +16%
Westfield Capital Management
38
Westfield Capital Management
Massachusetts
$29.3M 248,100 +3,212 +1%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$29M 245,661 +22,972 +10%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$26.6M 225,100 -41,200 -15%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$22.1M 187,147 +12,126 +7%
RI
42
Redwood Investments
Massachusetts
$21.9M 185,759 -671 -0.4%
UBS Group
43
UBS Group
Switzerland
$21.6M 183,259 +2,328 +1%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$19.2M 163,022 -15,884 -9%
Deutsche Bank
45
Deutsche Bank
Germany
$18.7M 158,311 -93,921 -37%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$17.9M 151,408 +59,521 +65%
CS
47
Credit Suisse
Switzerland
$17.7M 150,161 -13,812 -8%
Wells Fargo
48
Wells Fargo
California
$17M 143,979 -960 -0.7%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$16.8M 143,628 +4,939 +4%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$14.9M 126,644 -43,729 -26%
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