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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 %
Fuller & Thaler Asset Management
51
Fuller & Thaler Asset Management
California
$19.3M 136,995 -7,909 -5%
Comerica Bank
52
Comerica Bank
Texas
$18.8M 131,605 +67,625 +106%
GIPM
53
G2 Investment Partners Management
New York
$17.6M 125,000 -28,759 -19%
Millennium Management
54
Millennium Management
New York
$17.1M 121,661 -14,675 -11%
FCM
55
Frontier Capital Management
Massachusetts
$14.7M 104,354 +41,802 +67%
Impax Asset Management Group
56
Impax Asset Management Group
United Kingdom
$13.6M 96,814 – –
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$13.4M 94,767 +3,103 +3%
Canada Life
58
Canada Life
Manitoba, Canada
$11.9M 84,055 -35,407 -30%
Swiss National Bank
59
Swiss National Bank
Switzerland
$11.8M 84,021 +1,400 +2%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$11.6M 82,612 +10,911 +15%
Morgan Stanley
61
Morgan Stanley
New York
$11.6M 82,400 -32,850 -29%
Citadel Advisors
62
Citadel Advisors
Florida
$11.3M 80,138 +43,224 +117%
EAM
63
EULAV Asset Management
Florida
$10.8M 76,400 – –
MAP
64
Moody Aldrich Partners
Massachusetts
$10.7M 76,072 +76,072 New
SEI Investments
65
SEI Investments
Pennsylvania
$10.4M 73,627 +21,706 +42%
OCM
66
Orser Capital Management
Texas
$10.3M 73,165 +1,365 +2%
Citigroup
67
Citigroup
New York
$10.2M 72,370 -7,304 -9%
Squarepoint
68
Squarepoint
New York
$9.92M 70,366 +65,959 +1,497%
PC
69
Pier Capital
Connecticut
$9.69M 68,711 -1,629 -2%
PPA
70
Parametric Portfolio Associates
Washington
$8.86M 62,883 +6,359 +11%
Man Group
71
Man Group
United Kingdom
$8.71M 61,769 +3,588 +6%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$8.68M 61,568 +5,584 +10%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$8.37M 59,671 +51,182 +603%
OAM
74
Oppenheimer Asset Management
New York
$8.36M 59,281 -140 -0.2%
ISL
75
Ingalls & Snyder LLC
New York
$7.87M 55,837 -1,797 -3%
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