186 hedge funds and large institutions have $1.83B invested in Workiva in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
3.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
61
Reduced
56
Closed
28
Calls
$3.47M
Puts
$2.53M
Net Calls
+$943K
Net Calls Change
-$889K
Name Market Value Shares Shares
Change
Shares
Change %
OR
126
Olympiad Research
Connecticut
$410K 7,358 +7,358 New
FA
127
FDx Advisors
Illinois
$380K 6,811 +6,811 New
IWP
128
Icon Wealth Partners
Texas
$377K 6,754 +6,754 New
QCM
129
Quantinno Capital Management
New York
$376K 6,741
SM
130
Sciencast Management
New Jersey
$375K 6,134 +6,134 New
FHB
131
First Hawaiian Bank
Hawaii
$367K 6,590
JPMPWA
132
J.P. Morgan Private Wealth Advisors
California
$362K 6,487 +300 +5%
AG
133
Aperio Group
California
$358K 6,428 +2,020 +46%
SF
134
Synovus Financial
Georgia
$357K 6,432 +1,185 +23%
RJA
135
Raymond James & Associates
Florida
$350K 6,280
AB
136
Amalgamated Bank
New York
$339K 6,080 -64 -1%
OA
137
Oak Associates
Ohio
$339K 6,080
Principal Financial Group
138
Principal Financial Group
Iowa
$329K 5,906 -437 -7%
Prudential Financial
139
Prudential Financial
New Jersey
$328K 5,874 -52 -0.9%
LPL Financial
140
LPL Financial
California
$326K 5,854 +5,854 New
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$312K 5,600
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$300K 5,381 -19,766 -79%
JF
143
Jump Financial
Illinois
$284K 5,090 +5,090 New
SRC
144
Sage Rhino Capital
California
$279K 5,000
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$279K 5,003
MOS
146
MGO One Seven
Ohio
$273K 4,904 -328 -6%
ProShare Advisors
147
ProShare Advisors
Maryland
$267K 4,794 -427 -8%
PP
148
Paloma Partners
Connecticut
$256K 4,605 +4,605 New
ECM
149
ETrade Capital Management
Virginia
$238K 4,255 -171 -4%
Victory Capital Management
150
Victory Capital Management
Texas
$224K 4,024 -257 -6%