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Workiva
WK

Overview Fund Activity

261 hedge funds and large institutions have $3.41B invested in Workiva in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 75 reducing their positions, and 31 closing their positions.

Holders
261
Holders Change
+11
Holders Change %
+4.4%
% of All Funds
4.51%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
46
Increased
110
Reduced
75
Closed
31
Calls
$5.05M
Puts
$3.49M
Net Calls
+$1.56M
Net Calls Change
+$35K

Top Buyers

1
RP
1
Riverbridge Partners
Minnesota
$174M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$45.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$70.6M
4
CIP
4
Champlain Investment Partners
Vermont
$122M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$102M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$69.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$14.3M
3
Ameriprise
3
Ameriprise
Minnesota
$114M
4
Invesco
4
Invesco
Georgia
$56.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
126
Azzad Asset Management
Virginia
$1.11M 14,275 +104 +0.7%
DT
127
Diversified Trust
Tennessee
$1.09M 13,956 +5,556 +66%
CM
128
Crestline Management
Texas
$1.04M 13,417 +13,417 New
FCI
129
Financial Counselors Inc
Kansas
$1.01M 13,000 – –
MNBTD
130
Moody National Bank Trust Division
Texas
$992K 12,754 +4,804 +60%
ASRS
131
Arizona State Retirement System
Arizona
$968K 12,440 +65 +0.5%
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$963K 12,380 +3,140 +34%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$949K 12,204 +7,861 +181%
GT
134
Glenmede Trust
Pennsylvania
$922K 11,858 -230 -2%
AAM
135
Advisors Asset Management
Colorado
$919K 11,814 -699 -6%
BB
136
Bell Bank
North Dakota
$914K 11,742 +5,522 +89%
CSS
137
Cubist Systematic Strategies
Connecticut
$903K 11,603 -27,995 -71%
Vontobel Holding
138
Vontobel Holding
Switzerland
$842K 10,819 +5,180 +92%
MML Investors Services
139
MML Investors Services
Massachusetts
$803K 10,327 +1,827 +21%
Prudential Financial
140
Prudential Financial
New Jersey
$790K 10,219 +227 +2%
HSBC Holdings
141
HSBC Holdings
United Kingdom
$786K 9,900 +4,465 +82%
SSG
142
Summit Securities Group
New York
$778K 10,000 +10,000 New
Janus Henderson Group
143
Janus Henderson Group
United Kingdom
$708K 9,100 -13 -0.1%
WP
144
Woodline Partners
California
$702K 9,026 +9,026 New
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$665K 8,560 -260 -3%
LB
146
Legacy Bridge
Iowa
$658K 8,454 – –
VFA
147
Voya Financial Advisors
Connecticut
$658K 8,568 +4,031 +89%
PAS
148
Park Avenue Securities
New York
$646K 8,298 +2,585 +45%
AIA
149
Affinity Investment Advisors
California
$643K 8,262 – –
Verition Fund Management
150
Verition Fund Management
Connecticut
$623K 8,013 +8,013 New
4 5
6
7 8