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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
AQR Capital Management
126
AQR Capital Management
Connecticut
$1.75M +$1.15M +8,514 +218%
PP
127
Paloma Partners
Connecticut
$1.7M +$1.63M +12,033 New
Lazard Asset Management
128
Lazard Asset Management
New York
$1.65M +$1.59M +11,723 New
American Century Companies
129
American Century Companies
Missouri
$1.61M +$800K +5,904 +108%
Jane Street
130
Jane Street
New York
$1.6M +$136K +1,006 +10%
Acadian Asset Management
131
Acadian Asset Management
Massachusetts
$1.58M +$1.37M +10,125 +905%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$1.58M -$27.1K -200 -2%
GAM
133
Gotham Asset Management
New York
$1.55M +$965K +7,126 +182%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$1.5M -$372K -2,748 -20%
AIA
135
Affinity Investment Advisors
California
$1.48M -$1.08K -8 -0.1%
GT
136
Glenmede Trust
Pennsylvania
$1.48M +$1.04M +7,648 +271%
ASRS
137
Arizona State Retirement System
Arizona
$1.46M +$21.8K +161 +2%
Los Angeles Capital Management
138
Los Angeles Capital Management
California
$1.46M – – –
EGI
139
EAM Global Investors
California
$1.43M +$1.38M +10,171 New
ACM
140
AlphaCrest Capital Management
New York
$1.43M -$100K -740 -7%
CS
141
Candriam SCA
Luxembourg
$1.41M – – –
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$1.36M +$820K +6,050 +169%
LB
143
Legacy Bridge
Iowa
$1.28M -$72.2K -533 -6%
Principal Financial Group
144
Principal Financial Group
Iowa
$1.27M +$307K +2,266 +34%
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$1.2M – – –
FWM
146
Frontier Wealth Management
Missouri
$1.17M – – –
Creative Planning
147
Creative Planning
Kansas
$1.15M – – –
ProShare Advisors
148
ProShare Advisors
Maryland
$1.11M -$418K -3,083 -28%
AB
149
Amalgamated Bank
New York
$1.07M -$43.1K -318 -4%
SO
150
STRS Ohio
Ohio
$1M +$488K +3,600 +103%
4 5
6
7 8

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.