We are live on ! Find out more

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
GKFF
76
George Kaiser Family Foundation
Oklahoma
$5.11M +$679K +6,996 +18%
EVM
77
Eaton Vance Management
Massachusetts
$5.04M -$10.6K -109 -0.2%
SBH
78
Segall Bryant & Hamill
Illinois
$4.92M -$1.71M -17,587 -28%
UBS AM
79
UBS AM
Illinois
$4.77M +$217K +2,230 +5%
ACM
80
Alamar Capital Management
California
$4.7M +$41.8K +430 +1%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$4.65M -$75.2K -774 -2%
SG Americas Securities
82
SG Americas Securities
New York
$4.64M +$3.42M +35,175 +542%
OIA
83
OneDigital Investment Advisors
Kansas
$4.51M +$1.17K +12 +0%
Citadel Advisors
84
Citadel Advisors
Florida
$4.11M -$3.88M -39,917 -52%
AR
85
Advisory Research
Illinois
$4.03M +$2.04M +20,977 +138%
HighTower Advisors
86
HighTower Advisors
Illinois
$3.76M -$332K -3,419 -9%
NC
87
NZS Capital
Colorado
$3.53M +$3.08M +31,690 New
RSS
88
Rosenblum Silverman Sutton
California
$3.53M +$449K +4,620 +17%
RJA
89
Raymond James & Associates
Florida
$3.51M +$769K +7,918 +33%
CSS
90
Cubist Systematic Strategies
Connecticut
$3.29M -$773K -7,958 -21%
DCM
91
Driehaus Capital Management
Illinois
$3.25M +$2.84M +29,200 New
OQS
92
Occudo Quantitative Strategies
Florida
$3.08M +$1.18M +12,134 +78%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$3.06M +$461K +4,750 +21%
KOCAA
94
Knights of Columbus Asset Advisors
Connecticut
$3.04M +$2.65M +27,321 New
Legal & General Group
95
Legal & General Group
United Kingdom
$2.69M +$12.9K +133 +0.6%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.64M +$128K +1,319 +6%
EGM
97
Engineers Gate Manager
New York
$2.5M -$1.03M -10,579 -32%
EI
98
EAM Investors
California
$2.47M +$323K +3,322 +18%
US Bancorp
99
US Bancorp
Minnesota
$2.43M +$3.3K +34 +0.2%
IFAM
100
Institutional & Family Asset Management
Colorado
$2.11M