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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 %
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$3.07M 21,808 -5,662 -21%
EI
102
EAM Investors
California
$2.87M 20,335 -1,846 -8%
Dimensional Fund Advisors
103
Dimensional Fund Advisors
Texas
$2.83M 20,073 +20,073 New
IFAM
104
Institutional & Family Asset Management
Colorado
$2.68M 18,983 – –
Canada Pension Plan Investment Board
105
Canada Pension Plan Investment Board
Ontario, Canada
$2.58M 18,300 +18,300 New
CM
106
Castleark Management
Illinois
$2.54M 17,990 +17,990 New
CA
107
CastleArk Alternatives
Illinois
$2.54M 17,990 +17,990 New
KOCAA
108
Knights of Columbus Asset Advisors
Connecticut
$2.53M 17,959 -9,362 -34%
Stifel Financial
109
Stifel Financial
Missouri
$2.33M 16,551 +1,819 +12%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$2.31M 16,387 +108 +0.7%
Mariner
111
Mariner
Kansas
$2.23M 15,809 -1,144 -7%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$2.22M 15,781 +240 +2%
Franklin Resources
113
Franklin Resources
California
$2.16M 15,312 +12,127 +381%
MIM
114
MetLife Investment Management
New Jersey
$2.09M 14,808 -564 -4%
OQS
115
Occudo Quantitative Strategies
Florida
$2.04M 14,442 -13,246 -48%
FPB
116
First PREMIER Bank
South Dakota
$2.02M 14,319 -537 -4%
SG Americas Securities
117
SG Americas Securities
New York
$1.97M 13,973 -27,687 -66%
TD Asset Management
118
TD Asset Management
Ontario, Canada
$1.97M 13,973 -556 -4%
EGM
119
Engineers Gate Manager
New York
$1.89M 13,422 -9,065 -40%
FA
120
FDx Advisors
Illinois
$1.87M 13,295 +619 +5%
IWP
121
Icon Wealth Partners
Texas
$1.87M 13,295 +619 +5%
FCI
122
Financial Counselors Inc
Kansas
$1.83M 13,000 – –
Baird Financial Group
123
Baird Financial Group
Wisconsin
$1.79M 12,706 +1,926 +18%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$1.78M 12,638 -2,063 -14%
EF
125
Empowered Funds
Pennsylvania
$1.76M 12,504 +12,504 New
3 4
5
6 7