178 hedge funds and large institutions have $1.52B invested in Workiva in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 77 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
178
Holders Change
+19
Holders Change %
+11.95%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
38
Increased
77
Reduced
38
Closed
16
Calls
$7.27M
Puts
$1.06M
Net Calls
+$6.21M
Net Calls Change
+$4.97M
Name Market Value Shares Shares
Change
Shares
Change %
OAM
101
Oppenheimer Asset Management
New York
$712K 12,258 -468 -4%
LCM
102
Laurion Capital Management
New York
$709K 12,205 +12,205 New
HWM
103
Highwater Wealth Management
Colorado
$663K 11,415
OA
104
Oak Associates
Ohio
$637K 10,970
LB
105
Legacy Bridge
Iowa
$630K 10,841 -44 -0.4%
LPL Financial
106
LPL Financial
California
$621K 10,694 +10,694 New
CANY
107
Caxton Associates (New York)
New York
$604K 10,413 +1,875 +22%
SRAM
108
Stone Ridge Asset Management
New York
$595K 10,242
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$542K 9,335 +542 +6%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$520K 8,955 +3,920 +78%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$499K 8,606 +300 +4%
AIA
112
Affinity Investment Advisors
California
$497K 8,553 -1,104 -11%
Sumitomo Mitsui Trust Group
113
Sumitomo Mitsui Trust Group
Japan
$491K 8,453 +8,453 New
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$455K 7,842 -4,213 -35%
RWP
115
RWA Wealth Partners
Massachusetts
$428K 7,375 -3,625 -33%
WCM
116
Weld Capital Management
New York
$414K 7,123 +7,123 New
USAA
117
United Services Automobile Association
Texas
$401K 6,904 +479 +7%
Legal & General Group
118
Legal & General Group
United Kingdom
$389K 6,704 +1,147 +21%
FHB
119
First Hawaiian Bank
Hawaii
$383K 6,590
MOS
120
MGO One Seven
Ohio
$373K 6,430 -450 -7%
MIH
121
Meitav Investment House
Israel
$371K 6,474 +6,474 New
Ameriprise
122
Ameriprise
Minnesota
$367K 6,307 +2,288 +57%
AB
123
Amalgamated Bank
New York
$365K 6,276 +1,869 +42%
CEP
124
Chicago Equity Partners
Illinois
$346K 5,950 -62,620 -91%
JPMPWA
125
J.P. Morgan Private Wealth Advisors
California
$343K 5,909