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318 hedge funds and large institutions have $5.52B invested in Workiva in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

13% more funds holding

Funds holding: 281318 (+37)

2.96% less ownership

Funds ownership: 96.74%93.78% (-3%)

6% less capital invested

Capital invested by funds: $5.86B → $5.52B (-$342M)

27% less call options, than puts

Call options by funds: $12.8M | Put options by funds: $17.5M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
318
Holders Change
+37
Holders Change %
+13.17%
% of All Funds
4.89%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
68
Increased
114
Reduced
98
Closed
27
Calls
$12.8M
Puts
$17.5M
Net Calls
-$4.69M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$18.9M +$20.5M +145,045 New
Wells Fargo
52
Wells Fargo
California
$18.9M -$79.6M -564,224 -80%
Nordea Investment Management
53
Nordea Investment Management
Sweden
$18.4M -$278K -1,974 -1%
Fuller & Thaler Asset Management
54
Fuller & Thaler Asset Management
California
$17.7M -$157K -1,114 -0.8%
FCM
55
Frontier Capital Management
Massachusetts
$13.5M -$126K -890 -0.9%
Impax Asset Management Group
56
Impax Asset Management Group
United Kingdom
$12.6M
Citadel Advisors
57
Citadel Advisors
Florida
$12.5M +$2.24M +15,884 +20%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$12.3M -$70.4K -499 -0.5%
SEI Investments
59
SEI Investments
Pennsylvania
$12.2M +$2.78M +19,727 +27%
Millennium Management
60
Millennium Management
New York
$12.2M -$4.03M -28,548 -23%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$12M +$1.31M +9,275 +11%
GIPM
62
G2 Investment Partners Management
New York
$11.4M -$5.3M -37,600 -30%
Swiss National Bank
63
Swiss National Bank
Switzerland
$11.1M +$169K +1,200 +1%
Canada Life
64
Canada Life
Manitoba, Canada
$11M +$81.1K +575 +0.7%
Morgan Stanley
65
Morgan Stanley
New York
$10.5M -$322K -2,280 -3%
WP
66
Woodline Partners
California
$10.4M +$11.3M +79,959 New
Squarepoint
67
Squarepoint
New York
$10.1M +$982K +6,961 +10%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$10M +$2.16M +15,340 +25%
EAM
69
EULAV Asset Management
Florida
$9.79M
Barclays
70
Barclays
United Kingdom
$9.64M +$4.23M +29,958 +68%
OCM
71
Orser Capital Management
Texas
$9.2M -$381K -2,698 -4%
PC
72
Pier Capital
Connecticut
$8.94M -$33.6K -238 -0.3%
MAP
73
Moody Aldrich Partners
Massachusetts
$8.59M -$1.45M -10,279 -14%
CSS
74
Cubist Systematic Strategies
Connecticut
$8.17M +$4.49M +31,814 +103%
PPA
75
Parametric Portfolio Associates
Washington
$7.93M -$296K -2,100 -3%