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Workiva
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Overview Fund Activity

261 hedge funds and large institutions have $3.41B invested in Workiva in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 75 reducing their positions, and 31 closing their positions.

Holders
261
Holders Change
+11
Holders Change %
+4.4%
% of All Funds
4.51%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
46
Increased
110
Reduced
75
Closed
31
Calls
$5.05M
Puts
$3.49M
Net Calls
+$1.56M
Net Calls Change
+$35K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$137M
2
RP
2
Riverbridge Partners
Minnesota
$174M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$45.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$70.6M
5
CIP
5
Champlain Investment Partners
Vermont
$122M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$69.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$14.3M
3
Ameriprise
3
Ameriprise
Minnesota
$114M
4
Invesco
4
Invesco
Georgia
$56.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
26
TimesSquare Capital Management
New York
$42.6M 547,293 +3,300 +0.6%
Aberdeen Group
27
Aberdeen Group
United Kingdom
$36.5M 468,703 +26,998 +6%
Norges Bank
28
Norges Bank
Norway
$35.5M 456,777 +15,419 +3%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$33.1M 425,549 -226,828 -35%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$32.3M 414,885 +82,292 +25%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$31.5M 404,904 -13,173 -3%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$30.8M 395,427 -71,793 -15%
Charles Schwab
33
Charles Schwab
California
$28.3M 363,803 -18,787 -5%
RIM
34
Ranger Investment Management
Texas
$28M 360,521 -57,628 -14%
AAMU
35
AEGON Asset Management (UK)
United Kingdom
$27.4M 352,150 +21,892 +7%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$25.7M 330,860 +3,062 +0.9%
Bank of America
37
Bank of America
North Carolina
$22.1M 284,017 +18,471 +7%
SAM
38
Silvercrest Asset Management
New York
$21.9M 281,287 -17,343 -6%
UBS Group
39
UBS Group
Switzerland
$21.1M 271,739 -40,309 -13%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$19.1M 245,571 -3,976 -2%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$17.1M 219,700 +29,600 +16%
SEI Investments
42
SEI Investments
Pennsylvania
$16.6M 213,932 +7,827 +4%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$16.6M 212,945 +16,636 +8%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$15.7M 201,552 +45,506 +29%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$15.5M 199,837 +63,070 +46%
RI
46
Redwood Investments
Massachusetts
$14.8M 190,060 +44,820 +31%
Nordea Investment Management
47
Nordea Investment Management
Sweden
$14.3M 181,560 -1,660 -0.9%
William Blair Investment Management
48
William Blair Investment Management
Illinois
$14.3M 183,341 -776,014 -81%
CS
49
Credit Suisse
Switzerland
$11.4M 146,920 -10,611 -7%
FCM
50
Frontier Capital Management
Massachusetts
$11.1M 142,359 -63,616 -31%
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