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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
Mariner
101
Mariner
Kansas
$1.89M -$5.63K -58 -0.3%
TD Asset Management
102
TD Asset Management
Ontario, Canada
$1.89M -$282K -2,902 -17%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$1.81M -$113K -1,160 -7%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$1.73M +$64.8K +667 +4%
MIM
105
MetLife Investment Management
New Jersey
$1.71M
FPB
106
First PREMIER Bank
South Dakota
$1.65M -$75.2K -774 -5%
Stifel Financial
107
Stifel Financial
Missouri
$1.64M +$533K +5,493 +59%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$1.64M +$36.2K +373 +3%
KWILP
109
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.6M +$1.39M +14,366 New
NIPH
110
NN Investment Partners Holdings
Netherlands
$1.53M
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$1.49M -$204K -2,103 -14%
QI
112
QS Investors
New York
$1.47M -$4.86K -50 -0.4%
FCI
113
Financial Counselors Inc
Kansas
$1.45M
IWP
114
Icon Wealth Partners
Texas
$1.41M +$150K +1,546 +14%
FA
115
FDx Advisors
Illinois
$1.41M +$211K +2,176 +21%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$1.27M +$68.8K +709 +7%
ProShare Advisors
117
ProShare Advisors
Maryland
$1.22M +$28.2K +290 +3%
ACM
118
AlphaCrest Capital Management
New York
$1.21M -$1.02M -10,500 -49%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$1.2M +$20.8K +214 +2%
AIA
120
Affinity Investment Advisors
California
$1.17M -$20.4K -210 -2%
Jane Street
121
Jane Street
New York
$1.16M -$268K -2,756 -21%
Los Angeles Capital Management
122
Los Angeles Capital Management
California
$1.15M -$200K -2,060 -17%
ASRS
123
Arizona State Retirement System
Arizona
$1.13M -$25.8K -266 -3%
CS
124
Candriam SCA
Luxembourg
$1.11M +$100K +1,030 +11%
LB
125
Legacy Bridge
Iowa
$1.07M