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Workiva
WK

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.

New
Increased
Maintained
Reduced
Closed
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 %
TD Asset Management
101
TD Asset Management
Ontario, Canada
$4.16M +$2.34M +17,935 +128%
LIP
102
Liontrust Investment Partners
United Kingdom
$3.91M +$130K +1,000 +3%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$3.75M +$2.49M +19,100 +198%
DZ Bank
104
DZ Bank
Germany
$3.71M +$2.96M +22,361 +392%
Axa
105
Axa
France
$3.59M +$3.59M +27,470 New
Dimensional Fund Advisors
106
Dimensional Fund Advisors
Texas
$3.23M +$608K +4,657 +23%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$3M +$151K +1,156 +5%
Jane Street
108
Jane Street
New York
$2.99M +$1.5M +11,500 +101%
AIG
109
American International Group
New York
$2.97M -$88.9K -681 -3%
OQS
110
Occudo Quantitative Strategies
Florida
$2.95M +$1.06M +8,129 +56%
PI
111
PEAK6 Investments
Illinois
$2.84M +$2.49M +19,117 +718%
GAG
112
Goodman Advisory Group
Massachusetts
$2.62M +$2.62M +20,080 New
N
113
Natixis
France
$2.53M +$2.53M +19,417 New
IFAM
114
Institutional & Family Asset Management
Colorado
$2.48M – – –
Capital Fund Management (CFM)
115
Capital Fund Management (CFM)
France
$2.44M +$2.44M +18,668 New
KOCAA
116
Knights of Columbus Asset Advisors
Connecticut
$2.39M +$41.9K +321 +2%
AQR Capital Management
117
AQR Capital Management
Connecticut
$2.3M +$678K +5,200 +42%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$2.2M +$143K +1,099 +7%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$2.16M +$25.8K +198 +1%
Assenagon Asset Management
120
Assenagon Asset Management
Luxembourg
$2.13M -$1.22M -9,384 -36%
TC
121
TwinBeech Capital
New York
$2.12M +$2.12M +16,225 New
Franklin Resources
122
Franklin Resources
California
$2.04M +$38.2K +293 +2%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$2.01M +$360K +2,758 +22%
Mariner
124
Mariner
Kansas
$1.98M -$79.6K -610 -4%
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
$1.98M +$1.98M +15,157 New
3 4
5
6 7