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Workiva
WK

Overview Fund Activity

317 hedge funds and large institutions have $5.52B invested in Workiva in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+36
Holders Change %
+12.81%
% of All Funds
4.9%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
67
Increased
114
Reduced
98
Closed
27
Calls
$12.8M
Puts
$17.5M
Net Calls
-$4.69M
Net Calls Change
-$11.7M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$139M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$191M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$32M
4
Ameriprise
4
Ameriprise
Minnesota
$168M
5
BlackRock
5
BlackRock
New York
$462M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$18.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$156M
3
Brown Advisory
3
Brown Advisory
Maryland
$226M
4
GIM
4
Granahan Investment Management
Massachusetts
$126M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
151
Arizona State Retirement System
Arizona
$1.36M +$9.27K +71 +0.7%
OMC
152
Old Mission Capital
Illinois
$1.3M +$1.3M +9,992 New
Walleye Capital
153
Walleye Capital
New York
$1.29M +$979K +7,505 +312%
EI
154
EAM Investors
California
$1.25M -$1.4M -10,723 -53%
Balyasny Asset Management
155
Balyasny Asset Management
Illinois
$1.24M +$1.24M +9,480 New
Creative Planning
156
Creative Planning
Kansas
$1.14M +$71.4K +547 +7%
HF
157
HRT Financial
New York
$1.13M +$1.13M +8,697 New
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$1.13M +$1.13M +8,630 New
AIA
159
Affinity Investment Advisors
California
$1.12M -$257K -1,967 -19%
LB
160
Legacy Bridge
Iowa
$1.1M -$84.8K -650 -7%
FWM
161
Frontier Wealth Management
Missouri
$1.09M – – –
HSBC Holdings
162
HSBC Holdings
United Kingdom
$1.07M +$437K +3,348 +70%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$1.06M -$7M -51,815 -87%
QT
164
Quantbot Technologies
New York
$1.01M +$660K +5,062 +187%
Osaic Holdings
165
Osaic Holdings
Arizona
$1.01M +$269K +2,066 +36%
Janus Henderson Group
166
Janus Henderson Group
United Kingdom
$994K +$500K +3,830 +101%
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$988K +$187K +1,433 +23%
AB
168
Amalgamated Bank
New York
$984K -$10.6K -81 -1%
William Blair & Company
169
William Blair & Company
Illinois
$983K +$291K +2,229 +42%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$966K -$144K -1,100 -13%
Principal Financial Group
171
Principal Financial Group
Iowa
$950K -$222K -1,702 -19%
Commonwealth Equity Services
172
Commonwealth Equity Services
Massachusetts
$937K +$12.3K +94 +1%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$925K +$925K +7,088 New
JPMPWA
174
J.P. Morgan Private Wealth Advisors
California
$853K -$5.48K -42 -0.6%
Victory Capital Management
175
Victory Capital Management
Texas
$843K +$341K +2,611 +68%
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