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250 hedge funds and large institutions have $4.32B invested in Workiva in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 107 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,011% more call options, than puts

Call options by funds: $9.52M | Put options by funds: $857K

60% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 67

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

32% more capital invested

Capital invested by funds: $3.26B → $4.32B (+$1.06B)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

5% more funds holding

Funds holding: 238250 (+12)

3.23% more ownership

Funds ownership: 88.85%92.08% (+3.2%)

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.35%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
38
Increased
107
Reduced
67
Closed
26
Calls
$9.52M
Puts
$857K
Net Calls
+$8.67M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
51
ArrowMark Colorado Holdings
Colorado
$12.1M -$409K -4,213 -4%
Impax Asset Management Group
52
Impax Asset Management Group
United Kingdom
$10.8M +$662K +6,814 +8%
Invesco
53
Invesco
Georgia
$10.8M +$5.08M +52,343 +118%
Deutsche Bank
54
Deutsche Bank
Germany
$10.7M -$112K -1,158 -1%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$10.2M -$94K -968 -1%
Assenagon Asset Management
56
Assenagon Asset Management
Luxembourg
$9.77M +$8.52M +87,728 New
Swiss National Bank
57
Swiss National Bank
Switzerland
$9.2M +$48.6K +500 +0.6%
Citigroup
58
Citigroup
New York
$8.87M -$296K -3,045 -4%
Comerica Bank
59
Comerica Bank
Texas
$8.63M +$1.68M +17,250 +37%
EAM
60
EULAV Asset Management
Florida
$8.51M
OCM
61
Orser Capital Management
Texas
$7.99M -$14.1K -145 -0.2%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$7.98M +$820K +8,442 +13%
PC
63
Pier Capital
Connecticut
$7.83M -$974K -10,027 -12%
CHM
64
Collaborative Holdings Management
New York
$7.79M
FCM
65
Frontier Capital Management
Massachusetts
$6.96M +$728K +7,495 +14%
OAM
66
Oppenheimer Asset Management
New York
$6.62M +$28K +288 +0.5%
Man Group
67
Man Group
United Kingdom
$6.48M -$3.24M -33,320 -36%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$6.45M -$191K -1,965 -3%
ISL
69
Ingalls & Snyder LLC
New York
$6.42M +$445K +4,583 +9%
PPA
70
Parametric Portfolio Associates
Washington
$6.29M +$779K +8,020 +17%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$6.23M +$825K +8,497 +18%
AACP
72
Advantage Alpha Capital Partners
California
$6.06M +$5.29M +54,441 New
AllianceBernstein
73
AllianceBernstein
Tennessee
$5.84M
SEI Investments
74
SEI Investments
Pennsylvania
$5.78M +$726K +7,472 +17%
Luther King Capital Management (LKCM)
75
Luther King Capital Management (LKCM)
Texas
$5.25M +$621K +6,400 +16%