250 hedge funds and large institutions have $4.32B invested in Workiva in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 107 increasing their positions, 67 reducing their positions, and 26 closing their positions.

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
38
Increased
107
Reduced
67
Closed
26
Calls
$9.52M
Puts
$857K
Net Calls
+$8.67M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$972K -$3.41M -29,790 -78%
Handelsbanken Fonder
127
Handelsbanken Fonder
Sweden
$946K
FWM
128
Frontier Wealth Management
Missouri
$926K -$1.12M -10,100 -55%
Creative Planning
129
Creative Planning
Kansas
$910K
AB
130
Amalgamated Bank
New York
$884K +$254K +2,281 +40%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$789K -$17.9K -161 -2%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$787K
Barclays
133
Barclays
United Kingdom
$764K -$3.11M -27,904 -80%
OA
134
Oak Associates
Ohio
$749K
Principal Financial Group
135
Principal Financial Group
Iowa
$748K -$195K -1,753 -21%
JPMPWA
136
J.P. Morgan Private Wealth Advisors
California
$732K +$424K +3,811 +138%
QCM
137
Quantinno Capital Management
New York
$698K -$52.4K -471 -7%
FHB
138
First Hawaiian Bank
Hawaii
$698K +$5.01K +45 +0.7%
LPL Financial
139
LPL Financial
California
$657K +$4.9K +44 +0.8%
SF
140
Synovus Financial
Georgia
$624K +$139K +1,252 +29%
William Blair & Company
141
William Blair & Company
Illinois
$615K
American Century Companies
142
American Century Companies
Missouri
$611K
FG
143
Foster Group
Iowa
$561K +$98.4K +884 +21%
Public Employees Retirement Association of Colorado
144
Public Employees Retirement Association of Colorado
Colorado
$557K
SRC
145
Sage Rhino Capital
California
$557K
DT
146
Diversified Trust
Tennessee
$557K +$66.8K +600 +14%
ACI
147
AMP Capital Investors
Australia
$534K
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$533K -$111 -1 -0%
Prudential Financial
149
Prudential Financial
New Jersey
$528K +$41K +368 +8%
DTL
150
Dynamic Technology Lab
Singapore
$510K -$509K -4,568 -50%