Workiva
251 hedge funds and large institutions have $2.92B invested in Workiva in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 122 increasing their positions, 80 reducing their positions, and 59 closing their positions.
82% more call options, than puts
Call options by funds: $3.39M | Put options by funds: $1.86M
53% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 80
0.5% less ownership
Funds ownership: 92.24% → 91.74% (-0.5%)
13% less funds holding
Funds holding: 288 → 251 (-37)
43% less capital invested
Capital invested by funds: $5.11B → $2.92B (-$2.19B)
58% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 59
71% less funds holding in top 10
Funds holding in top 10: 7 → 2 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$47M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$25.8M |
| 3 |
ClearBridge Investments
New York
|
+$19.2M |
| 4 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
+$19M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
-$29.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.6M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$20.4M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$19.3M |
| 5 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$19M |
WK Hedge Fund Activity: Q2 2022 in Review
251 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2022, worth a combined $2.92B — down 43% from $5.11B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of WK and 25 opened new positions — a net loss of 34 holders — while 80 trimmed existing stakes and 122 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $47M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $29.3M sold.
- 251 institutional investors held Workiva (WK) as of Q2 2022, down from 288 in Q1 2022.
- Funds reported $2.92B of Workiva stock for Q2 2022, down 43% quarter-over-quarter.
- 25 funds opened new Workiva positions in Q2 2022 and 59 closed out, a net change of -34 holders.
- The largest Workiva buyer in Q2 2022 was T. Rowe Price Associates, an estimated $47M added.
- The largest Workiva seller in Q2 2022 was Westfield Capital Management, an estimated $29.3M sold.
Based on aggregated 13F filings for Q2 2022.