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Workiva
WK

Overview Fund Activity

287 hedge funds and large institutions have $5.11B invested in Workiva in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 65 closing their positions.

Holders
287
Holders Change
-30
Holders Change %
-9.46%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
39
Increased
120
Reduced
93
Closed
65
Calls
$11.4M
Puts
$10.6M
Net Calls
+$831K
Net Calls Change
+$5.52M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$229M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$57.9M
3
RP
3
Riverbridge Partners
Minnesota
$221M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$168M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$290M

Top Sellers

1
GIM
1
Granahan Investment Management
Massachusetts
$44.9M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$115M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$889K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$111M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$3.84M
Name Market Value Shares Shares
Change 		Shares
Change %
FCI
126
Financial Counselors Inc
Kansas
$1.62M 13,710 – –
AG
127
Algert Global
California
$1.59M 13,486 +7,807 +137%
Osaic Holdings
128
Osaic Holdings
Arizona
$1.56M 13,186 +5,426 +70%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$1.5M 12,723 -943 -7%
AAM
130
Advisors Asset Management
Colorado
$1.49M 12,646 +2,189 +21%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$1.46M 12,364 +8,452 +216%
GT
132
Glenmede Trust
Pennsylvania
$1.46M 12,334 +1,540 +14%
IWP
133
Icon Wealth Partners
Texas
$1.4M 11,852 -1,195 -9%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$1.39M 11,762 +1,301 +12%
Los Angeles Capital Management
135
Los Angeles Capital Management
California
$1.37M 11,630 +461 +4%
ACM
136
AlphaCrest Capital Management
New York
$1.36M 11,540 -2,762 -19%
FA
137
FDx Advisors
Illinois
$1.33M 11,269 -1,778 -14%
ASRS
138
Arizona State Retirement System
Arizona
$1.3M 10,985 +566 +5%
TI
139
Trexquant Investment
Connecticut
$1.29M 10,951 +5,037 +85%
ProShare Advisors
140
ProShare Advisors
Maryland
$1.28M 10,892 -2,032 -16%
AQR Capital Management
141
AQR Capital Management
Connecticut
$1.22M 10,307 -7,313 -42%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$1.02M 8,680 +50 +0.6%
AIA
143
Affinity Investment Advisors
California
$1.01M 8,564 – –
LB
144
Legacy Bridge
Iowa
$998K 8,454 – –
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$981K 8,316 +742 +10%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$943K 7,844 -12 -0.2%
Principal Financial Group
147
Principal Financial Group
Iowa
$918K 7,776 +493 +7%
FWM
148
Frontier Wealth Management
Missouri
$914K 8,315 – –
Janus Henderson Group
149
Janus Henderson Group
United Kingdom
$899K 7,628 +15 +0.2%
American Century Companies
150
American Century Companies
Missouri
$898K 7,752 -3,642 -32%
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