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Workiva
WK

Overview Fund Activity

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.

Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
4.94%
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

1
Invesco
1
Invesco
Georgia
$179M
2
BlackRock
2
BlackRock
New York
$475M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$135M
4
TCM
4
TimesSquare Capital Management
New York
$67.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$97M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$215M
2
Brown Advisory
2
Brown Advisory
Maryland
$287M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$126M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$577M
5
CIP
5
Champlain Investment Partners
Vermont
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
126
AQR Capital Management
Connecticut
$1.75M +$1.2M +8,514 +218%
PP
127
Paloma Partners
Connecticut
$1.7M +$1.7M +12,033 New
Lazard Asset Management
128
Lazard Asset Management
New York
$1.65M +$1.65M +11,723 New
American Century Companies
129
American Century Companies
Missouri
$1.61M +$832K +5,904 +108%
Jane Street
130
Jane Street
New York
$1.61M +$142K +1,006 +10%
Acadian Asset Management
131
Acadian Asset Management
Massachusetts
$1.58M +$1.43M +10,125 +905%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$1.58M -$28.2K -200 -2%
GAM
133
Gotham Asset Management
New York
$1.56M +$1M +7,126 +182%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$1.5M -$387K -2,748 -20%
AIA
135
Affinity Investment Advisors
California
$1.48M -$1.13K -8 -0.1%
GT
136
Glenmede Trust
Pennsylvania
$1.48M +$1.08M +7,648 +271%
ASRS
137
Arizona State Retirement System
Arizona
$1.46M +$22.7K +161 +2%
Los Angeles Capital Management
138
Los Angeles Capital Management
California
$1.46M – – –
EGI
139
EAM Global Investors
California
$1.43M +$1.43M +10,171 New
ACM
140
AlphaCrest Capital Management
New York
$1.43M -$104K -740 -7%
CS
141
Candriam SCA
Luxembourg
$1.41M – – –
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$1.36M +$853K +6,050 +169%
LB
143
Legacy Bridge
Iowa
$1.28M -$75.1K -533 -6%
Principal Financial Group
144
Principal Financial Group
Iowa
$1.27M +$320K +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 -$435K -3,083 -28%
AB
149
Amalgamated Bank
New York
$1.07M -$44.8K -318 -4%
SO
150
STRS Ohio
Ohio
$1M +$507K +3,600 +103%
4 5
6
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