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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 %
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$999K – – –
DTL
152
Dynamic Technology Lab
Singapore
$951K +$306K +2,170 +47%
OA
153
Oak Associates
Ohio
$948K – – –
JPMPWA
154
J.P. Morgan Private Wealth Advisors
California
$927K – – –
Verition Fund Management
155
Verition Fund Management
Connecticut
$921K +$921K +6,532 New
Qube Research & Technologies (QRT)
156
Qube Research & Technologies (QRT)
United Kingdom
$911K +$911K +6,462 New
MWNA
157
Marshall Wace North America
New York
$909K +$481K +3,413 +112%
LPL Financial
158
LPL Financial
California
$904K +$73.1K +519 +9%
FHB
159
First Hawaiian Bank
Hawaii
$887K +$3.95K +28 +0.4%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$866K +$220K +1,559 +34%
AG
161
Algert Global
California
$850K +$850K +6,029 New
SEC
162
Seven Eight Capital
New York
$827K +$827K +5,870 New
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$825K +$149K +1,052 +22%
CC
164
Centiva Capital
New York
$816K +$816K +5,786 New
Prudential Financial
165
Prudential Financial
New Jersey
$814K +$84K +545 +12%
DZ Bank
166
DZ Bank
Germany
$804K +$611K +4,332 +316%
Osaic Holdings
167
Osaic Holdings
Arizona
$802K +$189K +1,340 +31%
VRS
168
Virginia Retirement Systems
Virginia
$789K +$789K +5,600 New
William Blair & Company
169
William Blair & Company
Illinois
$748K -$31.3K -222 -4%
SRC
170
Sage Rhino Capital
California
$705K – – –
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$705K – – –
SF
172
Synovus Financial
Georgia
$698K -$94.5K -669 -12%
QCM
173
Quantinno Capital Management
New York
$685K -$198K -1,407 -22%
ACI
174
AMP Capital Investors
Australia
$677K – – –
TI
175
Trexquant Investment
Connecticut
$677K +$42K +298 +7%
5 6
7
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