WK icon

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 %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$7.64M 54,226 -3,708 -6%
AllianceBernstein
77
AllianceBernstein
Tennessee
$7.48M 53,080 +600 +1%
GKFF
78
George Kaiser Family Foundation
Oklahoma
$6.47M 45,905 – –
EVM
79
Eaton Vance Management
Massachusetts
$6.39M 45,300 – –
ACM
80
Alamar Capital Management
California
$6.25M 44,333 +2,079 +5%
UBS AM
81
UBS AM
Illinois
$6.22M 44,095 +1,208 +3%
Barclays
82
Barclays
United Kingdom
$6.19M 43,925 +37,068 +541%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$6.13M 43,484 +1,701 +4%
Luther King Capital Management (LKCM)
84
Luther King Capital Management (LKCM)
Texas
$5.94M 42,167 -5,000 -11%
PP
85
PDT Partners
New York
$5.74M 40,700 +37,545 +1,190%
OIA
86
OneDigital Investment Advisors
Kansas
$5.71M 40,512 – –
SBH
87
Segall Bryant & Hamill
Illinois
$5.36M 38,021 -6,195 -14%
US Bancorp
88
US Bancorp
Minnesota
$4.93M 34,959 +13,120 +60%
RJA
89
Raymond James & Associates
Florida
$4.92M 34,911 +3,356 +11%
RSS
90
Rosenblum Silverman Sutton
California
$4.82M 34,189 +2,514 +8%
HighTower Advisors
91
HighTower Advisors
Illinois
$4.81M 34,068 +259 +0.8%
Legal & General Group
92
Legal & General Group
United Kingdom
$4.77M 33,864 +9,691 +40%
AR
93
Advisory Research
Illinois
$4.65M 33,009 -3,219 -9%
CSS
94
Cubist Systematic Strategies
Connecticut
$4.35M 30,822 +1,287 +4%
AACP
95
Advantage Alpha Capital Partners
California
$4.34M 30,812 -23,629 -43%
NC
96
NZS Capital
Colorado
$4.1M 29,048 -2,642 -8%
LIP
97
Liontrust Investment Partners
United Kingdom
$4.09M 29,000 +29,000 New
Assenagon Asset Management
98
Assenagon Asset Management
Luxembourg
$3.62M 25,712 -62,016 -71%
AIG
99
American International Group
New York
$3.3M 23,439 -109 -0.5%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.09M 21,932 -1,791 -8%
2 3
4
5 6