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Workiva
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Overview Fund Activity

317 hedge funds and large institutions have $5.52B invested in Workiva in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 27 closing their positions.

Holders
317
Holders Change
+36
Holders Change %
+12.81%
% of All Funds
4.9%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
67
Increased
114
Reduced
98
Closed
27
Calls
$12.8M
Puts
$17.5M
Net Calls
-$4.69M
Net Calls Change
-$11.7M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$139M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$191M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$32M
4
Ameriprise
4
Ameriprise
Minnesota
$168M
5
BlackRock
5
BlackRock
New York
$462M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$18.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$156M
3
Brown Advisory
3
Brown Advisory
Maryland
$226M
4
GIM
4
Granahan Investment Management
Massachusetts
$126M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Man Group
76
Man Group
United Kingdom
$7.6M -$458K -3,508 -6%
OAM
77
Oppenheimer Asset Management
New York
$7.59M -$148K -1,133 -2%
Comerica Bank
78
Comerica Bank
Texas
$7.48M -$7.07M -63,929 -49%
Citigroup
79
Citigroup
New York
$7.44M -$2M -15,338 -21%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$7.31M +$232K +1,781 +3%
ISL
81
Ingalls & Snyder LLC
New York
$7.27M -$18.5K -142 -0.3%
PI
82
Putnam Investments
Massachusetts
$7.06M +$7.06M +54,125 New
AllianceBernstein
83
AllianceBernstein
Tennessee
$6.93M +$7.7K +59 +0.1%
GKFF
84
George Kaiser Family Foundation
Oklahoma
$6.76M +$773K +5,920 +13%
CM
85
Castleark Management
Illinois
$6.29M +$3.94M +30,225 +168%
UBS AM
86
UBS AM
Illinois
$6.03M +$280K +2,144 +5%
EVM
87
Eaton Vance Management
Massachusetts
$5.91M – – –
RhumbLine Advisers
88
RhumbLine Advisers
Massachusetts
$5.64M -$32.4K -248 -0.6%
AACP
89
Advantage Alpha Capital Partners
California
$5.52M +$1.5M +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 +$104K +800 +2%
RSS
92
Rosenblum Silverman Sutton
California
$5.35M +$884K +6,775 +20%
SBH
93
Segall Bryant & Hamill
Illinois
$5.3M +$334K +2,563 +7%
OIA
94
OneDigital Investment Advisors
Kansas
$5.29M – – –
ACM
95
Alamar Capital Management
California
$4.89M -$893K -6,843 -15%
AR
96
Advisory Research
Illinois
$4.8M +$489K +3,746 +11%
RJA
97
Raymond James & Associates
Florida
$4.54M -$13.7K -105 -0.3%
HighTower Advisors
98
HighTower Advisors
Illinois
$4.52M +$77.5K +594 +2%
Legal & General Group
99
Legal & General Group
United Kingdom
$4.46M +$38.1K +292 +0.9%
US Bancorp
100
US Bancorp
Minnesota
$4.36M -$206K -1,576 -5%
2 3
4
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