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Workiva
WK

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.

New
Increased
Maintained
Reduced
Closed

219% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 16

54% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $13M

36% more capital invested

Capital invested by funds: $4.32B → $5.86B (+$1.54B)

12% more funds holding

Funds holding: 250 → 281 (+31)

11% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 87

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

4.66% more ownership

Funds ownership: 92.08% → 96.74% (+4.7%)

Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
4.92%
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

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$159M
2
BlackRock
BlackRock
New York
+$75.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$68.1M
4
TCM
TimesSquare Capital Management
New York
+$64.9M
5
Goldman Sachs
Goldman Sachs
New York
+$55.2M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.5M
2
Brown Advisory
Brown Advisory
Maryland
-$63M
3
Renaissance Technologies
Renaissance Technologies
New York
-$36.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$23.9M
5
CIP
Champlain Investment Partners
Vermont
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fuller & Thaler Asset Management
51
Fuller & Thaler Asset Management
California
$19.3M -$1.07M -7,909 -5%
Comerica Bank
52
Comerica Bank
Texas
$18.8M +$9.16M +67,625 +106%
GIPM
53
G2 Investment Partners Management
New York
$17.6M -$3.9M -28,759 -19%
Millennium Management
54
Millennium Management
New York
$17.1M -$1.99M -14,675 -11%
FCM
55
Frontier Capital Management
Massachusetts
$14.7M +$5.66M +41,802 +67%
Impax Asset Management Group
56
Impax Asset Management Group
United Kingdom
$13.6M – – –
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$13.4M +$420K +3,103 +3%
Canada Life
58
Canada Life
Manitoba, Canada
$11.9M -$4.8M -35,407 -30%
Swiss National Bank
59
Swiss National Bank
Switzerland
$11.8M +$190K +1,400 +2%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$11.6M +$1.48M +10,911 +15%
Morgan Stanley
61
Morgan Stanley
New York
$11.6M -$4.45M -32,850 -29%
Citadel Advisors
62
Citadel Advisors
Florida
$11.3M +$5.86M +43,224 +117%
EAM
63
EULAV Asset Management
Florida
$10.8M – – –
MAP
64
Moody Aldrich Partners
Massachusetts
$10.7M +$10.3M +76,072 New
SEI Investments
65
SEI Investments
Pennsylvania
$10.4M +$2.94M +21,706 +42%
OCM
66
Orser Capital Management
Texas
$10.3M +$185K +1,365 +2%
Citigroup
67
Citigroup
New York
$10.2M -$990K -7,304 -9%
Squarepoint
68
Squarepoint
New York
$9.92M +$8.94M +65,959 +1,497%
PC
69
Pier Capital
Connecticut
$9.69M -$221K -1,629 -2%
PPA
70
Parametric Portfolio Associates
Washington
$8.86M +$862K +6,359 +11%
Man Group
71
Man Group
United Kingdom
$8.71M +$486K +3,588 +6%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$8.68M +$757K +5,584 +10%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$8.37M +$6.93M +51,182 +603%
OAM
74
Oppenheimer Asset Management
New York
$8.36M -$19K -140 -0.2%
ISL
75
Ingalls & Snyder LLC
New York
$7.87M -$243K -1,797 -3%
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WK Hedge Fund Activity: Q3 2021 in Review

281 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2021, worth a combined $5.86B — up 36% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WK positions and 16 closed out — a net gain of 35 holders — while 97 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $159M. The largest seller was Fidelity Investments, cutting an estimated $68.5M.

  • 281 institutional investors held Workiva (WK) as of Q3 2021, up from 250 in Q2 2021.
  • Funds reported $5.86B of Workiva stock for Q3 2021, up 36% quarter-over-quarter.
  • 51 funds opened new Workiva positions in Q3 2021 and 16 closed out, a net change of +35 holders.
  • The largest Workiva buyer in Q3 2021 was Invesco, an estimated $159M added.
  • The largest Workiva seller in Q3 2021 was Fidelity Investments, an estimated $68.5M sold.

Based on aggregated 13F filings for Q3 2021.