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Workiva
WK

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.

New
Increased
Maintained
Reduced
Closed

219% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 16

54% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $13M

36% more capital invested

Capital invested by funds: $4.32B → $5.86B (+$1.54B)

12% more funds holding

Funds holding: 250 → 281 (+31)

11% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 87

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

4.66% more ownership

Funds ownership: 92.08% → 96.74% (+4.7%)

Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
4.92%
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

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$159M
2
BlackRock
BlackRock
New York
+$75.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$68.1M
4
TCM
TimesSquare Capital Management
New York
+$64.9M
5
Goldman Sachs
Goldman Sachs
New York
+$55.2M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.5M
2
Brown Advisory
Brown Advisory
Maryland
-$63M
3
Renaissance Technologies
Renaissance Technologies
New York
-$36.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$23.9M
5
CIP
Champlain Investment Partners
Vermont
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$3.07M -$767K -5,662 -21%
EI
102
EAM Investors
California
$2.87M -$250K -1,846 -8%
Dimensional Fund Advisors
103
Dimensional Fund Advisors
Texas
$2.83M +$2.72M +20,073 New
IFAM
104
Institutional & Family Asset Management
Colorado
$2.68M – – –
Canada Pension Plan Investment Board
105
Canada Pension Plan Investment Board
Ontario, Canada
$2.58M +$2.48M +18,300 New
CA
106
CastleArk Alternatives
Illinois
$2.54M +$2.44M +17,990 New
CM
107
Castleark Management
Illinois
$2.54M +$2.44M +17,990 New
KOCAA
108
Knights of Columbus Asset Advisors
Connecticut
$2.53M -$1.27M -9,362 -34%
Stifel Financial
109
Stifel Financial
Missouri
$2.33M +$246K +1,819 +12%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$2.31M +$14.6K +108 +0.7%
Mariner
111
Mariner
Kansas
$2.23M -$155K -1,144 -7%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$2.22M +$32.5K +240 +2%
Franklin Resources
113
Franklin Resources
California
$2.16M +$1.64M +12,127 +381%
MIM
114
MetLife Investment Management
New Jersey
$2.09M -$76.4K -564 -4%
OQS
115
Occudo Quantitative Strategies
Florida
$2.04M -$1.79M -13,246 -48%
FPB
116
First PREMIER Bank
South Dakota
$2.02M -$72.8K -537 -4%
SG Americas Securities
117
SG Americas Securities
New York
$1.97M -$3.75M -27,687 -66%
TD Asset Management
118
TD Asset Management
Ontario, Canada
$1.97M -$75.3K -556 -4%
EGM
119
Engineers Gate Manager
New York
$1.89M -$1.23M -9,065 -40%
FA
120
FDx Advisors
Illinois
$1.87M +$83.9K +619 +5%
IWP
121
Icon Wealth Partners
Texas
$1.87M +$83.9K +619 +5%
FCI
122
Financial Counselors Inc
Kansas
$1.83M – – –
Baird Financial Group
123
Baird Financial Group
Wisconsin
$1.79M +$261K +1,926 +18%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$1.78M -$280K -2,063 -14%
EF
125
Empowered Funds
Pennsylvania
$1.76M +$1.69M +12,504 New
3 4
5
6 7

WK Hedge Fund Activity: Q3 2021 in Review

281 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2021, worth a combined $5.86B — up 36% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WK positions and 16 closed out — a net gain of 35 holders — while 97 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $159M. The largest seller was Fidelity Investments, cutting an estimated $68.5M.

  • 281 institutional investors held Workiva (WK) as of Q3 2021, up from 250 in Q2 2021.
  • Funds reported $5.86B of Workiva stock for Q3 2021, up 36% quarter-over-quarter.
  • 51 funds opened new Workiva positions in Q3 2021 and 16 closed out, a net change of +35 holders.
  • The largest Workiva buyer in Q3 2021 was Invesco, an estimated $159M added.
  • The largest Workiva seller in Q3 2021 was Fidelity Investments, an estimated $68.5M sold.

Based on aggregated 13F filings for Q3 2021.