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Workiva
WK

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
RP
1
Riverbridge Partners
Minnesota
$174M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$45.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$70.6M
4
CIP
4
Champlain Investment Partners
Vermont
$122M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$102M

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 %
Goldman Sachs
51
Goldman Sachs
New York
$11M 141,022 -246,282 -64%
AACP
52
Advantage Alpha Capital Partners
California
$10.6M 135,624 +14,136 +12%
SBH
53
Segall Bryant & Hamill
Illinois
$10.2M 130,985 -9,260 -7%
Morgan Stanley
54
Morgan Stanley
New York
$9.53M 122,506 -10,803 -8%
Axa
55
Axa
France
$9.32M 119,731 +18,319 +18%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$8.97M 115,294 +10,644 +10%
Impax Asset Management Group
57
Impax Asset Management Group
United Kingdom
$8.89M 114,314 – –
Deutsche Bank
58
Deutsche Bank
Germany
$8.87M 114,040 -73,816 -39%
Swiss National Bank
59
Swiss National Bank
Switzerland
$8.44M 108,521 +900 +0.8%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$8.43M 108,415 -7,437 -6%
SW
61
SVB Wealth
Massachusetts
$7.88M 101,220 +101,220 New
GIPM
62
G2 Investment Partners Management
New York
$7.7M 98,910 +31,410 +47%
OAM
63
Oppenheimer Asset Management
New York
$7.48M 96,193 +17,931 +23%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$7.35M 94,466 – –
Two Sigma Investments
65
Two Sigma Investments
New York
$6.78M 87,080 +67,828 +352%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$6.29M 80,902 +63,089 +354%
Canada Life
67
Canada Life
Manitoba, Canada
$6.08M 78,145 +15,130 +24%
EAM
68
EULAV Asset Management
Florida
$5.94M 76,400 – –
Comerica Bank
69
Comerica Bank
Texas
$5.51M 73,412 +40 +0.1%
Marshall Wace
70
Marshall Wace
United Kingdom
$5.42M 69,654 +69,654 New
Bessemer Group
71
Bessemer Group
New Jersey
$5.09M 65,475 +20,289 +45%
MAP
72
Moody Aldrich Partners
Massachusetts
$4.98M 64,015 +1,100 +2%
OCM
73
Orser Capital Management
Texas
$4.79M 61,517 -1,625 -3%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$4.74M 60,874 +5,138 +9%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$4.62M 59,434 -2,938 -5%
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