186 hedge funds and large institutions have $1.83B invested in Workiva in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
3.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
61
Reduced
56
Closed
28
Calls
$3.47M
Puts
$2.53M
Net Calls
+$943K
Net Calls Change
-$889K
Name Market Value Shares Shares
Change
Shares
Change %
AC
151
Athanor Capital
New York
$218K 3,917 -4,222 -52%
DCM
152
Dupont Capital Management
Delaware
$215K 3,850 +3,850 New
Asset Management One
153
Asset Management One
Japan
$215K 3,853 +3,853 New
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$213K 3,822
AIP
155
Ameritas Investment Partners
Nebraska
$189K 3,394
Simplex Trading
156
Simplex Trading
Illinois
$183K 3,294 -2,309 -41%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$95K 1,702 -104 -6%
FMT
158
First Mercantile Trust
Tennessee
$88K 1,300 +1,300 New
TPCW
159
TD Private Client Wealth
New York
$83.2K 1,492 +1,492 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$81K 1,451 -188 -11%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$56K 1,000 +1,000 New
AS
162
Altshuler Shaham
Israel
$53K 943 +804 +578%
FHA
163
First Horizon Advisors
Tennessee
$48K 869 +45 +5%
SO
164
STRS Ohio
Ohio
$44K 800 -300 -27%
Macquarie Group
165
Macquarie Group
Australia
$44K 793
Osaic Holdings
166
Osaic Holdings
Arizona
$42K 732 +47 +7%
Fidelity International
167
Fidelity International
Bermuda
$29K 525
SFS
168
Sowell Financial Services
Arkansas
$28K 499 +139 +39%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.6K 495
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$23K 404
FC
171
FORA Capital
Florida
$21K 369 +369 New
HNB
172
Huntington National Bank
Ohio
$18K 323 +323 New
PCG
173
Private Capital Group
Connecticut
$17K 297
RG
174
Retirement Group
California
$14K 255 +255 New
RWA
175
Ropes Wealth Advisors
Massachusetts
$14K 260 +260 New