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250 hedge funds and large institutions have $4.32B invested in Workiva in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 107 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,011% more call options, than puts

Call options by funds: $9.52M | Put options by funds: $857K

60% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 67

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

32% more capital invested

Capital invested by funds: $3.26B → $4.32B (+$1.06B)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

5% more funds holding

Funds holding: 238250 (+12)

3.23% more ownership

Funds ownership: 88.85%92.08% (+3.2%)

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.35%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
38
Increased
107
Reduced
67
Closed
26
Calls
$9.52M
Puts
$857K
Net Calls
+$8.67M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$510K +$68.3K +703 +18%
TI
152
Trexquant Investment
Connecticut
$501K -$53.1K -547 -11%
QC
153
Quadrature Capital
United Kingdom
$492K +$429K +4,419 New
MOS
154
MGO One Seven
Ohio
$491K +$3.88K +40 +0.9%
Squarepoint
155
Squarepoint
New York
$491K +$428K +4,407 New
Osaic Holdings
156
Osaic Holdings
Arizona
$483K +$65.6K +676 +18%
Simplex Trading
157
Simplex Trading
Illinois
$469K +$179K +1,843 +78%
Victory Capital Management
158
Victory Capital Management
Texas
$447K -$9.03K -93 -2%
AQR Capital Management
159
AQR Capital Management
Connecticut
$435K -$392K -4,035 -51%
GAM
160
Gotham Asset Management
New York
$435K -$165K -1,700 -30%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$406K +$351K +3,618 New
DWT
162
Dorsey & Whitney Trust
South Dakota
$404K +$66.1K +681 +23%
SIM
163
Sonora Investment Management
Arizona
$403K +$351K +3,619 New
CAM
164
Cresset Asset Management
Illinois
$402K +$129K +1,329 +58%
BNP Paribas Financial Markets
165
BNP Paribas Financial Markets
France
$398K -$424K -4,364 -55%
HR
166
Hardy Reed
Mississippi
$389K +$19.4K +200 +6%
SO
167
STRS Ohio
Ohio
$389K +$126K +1,300 +59%
AIP
168
Ameritas Investment Partners
Nebraska
$370K +$9.22K +95 +3%
GC
169
Gilbert & Cook
Iowa
$367K
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$367K
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$363K +$22.6K +233 +8%
Franklin Resources
172
Franklin Resources
California
$355K +$94.8K +976 +44%
VF
173
Virtu Financial
New York
$355K +$310K +3,190 New
PP
174
PDT Partners
New York
$351K -$595K -6,123 -66%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$345K +$1.36K +14 +0.5%