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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
Man Group
76
Man Group
United Kingdom
$7.6M -$495K -3,508 -6%
OAM
77
Oppenheimer Asset Management
New York
$7.59M -$160K -1,133 -2%
Comerica Bank
78
Comerica Bank
Texas
$7.48M -$9.02M -63,929 -49%
Citigroup
79
Citigroup
New York
$7.44M -$2.16M -15,338 -21%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$7.31M +$251K +1,781 +3%
ISL
81
Ingalls & Snyder LLC
New York
$7.27M -$20K -142 -0.3%
PI
82
Putnam Investments
Massachusetts
$7.06M +$7.63M +54,125 New
AllianceBernstein
83
AllianceBernstein
Tennessee
$6.93M +$8.32K +59 +0.1%
GKFF
84
George Kaiser Family Foundation
Oklahoma
$6.76M +$835K +5,920 +13%
CM
85
Castleark Management
Illinois
$6.29M +$4.26M +30,225 +168%
UBS AM
86
UBS AM
Illinois
$6.03M +$302K +2,144 +5%
EVM
87
Eaton Vance Management
Massachusetts
$5.91M
RhumbLine Advisers
88
RhumbLine Advisers
Massachusetts
$5.64M -$35K -248 -0.6%
AACP
89
Advantage Alpha Capital Partners
California
$5.52M +$1.62M +11,457 +37%
Luther King Capital Management (LKCM)
90
Luther King Capital Management (LKCM)
Texas
$5.5M
PP
91
PDT Partners
New York
$5.42M +$113K +800 +2%
RSS
92
Rosenblum Silverman Sutton
California
$5.34M +$956K +6,775 +20%
SBH
93
Segall Bryant & Hamill
Illinois
$5.3M +$361K +2,563 +7%
OIA
94
OneDigital Investment Advisors
Kansas
$5.29M
ACM
95
Alamar Capital Management
California
$4.89M -$965K -6,843 -15%
AR
96
Advisory Research
Illinois
$4.8M +$528K +3,746 +11%
RJA
97
Raymond James & Associates
Florida
$4.54M -$14.8K -105 -0.3%
HighTower Advisors
98
HighTower Advisors
Illinois
$4.52M +$83.8K +594 +2%
Legal & General Group
99
Legal & General Group
United Kingdom
$4.46M +$41.2K +292 +0.9%
US Bancorp
100
US Bancorp
Minnesota
$4.36M -$222K -1,576 -5%