287 hedge funds and large institutions have $5.11B invested in Workiva in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 65 closing their positions.

Holders
287
Holders Change
-30
Holders Change %
-9.46%
% of All Funds
4.54%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
120
Reduced
93
Closed
65
Calls
$11.4M
Puts
$10.6M
Net Calls
+$831K
Net Calls Change
+$5.52M
Name Market Value Shares Shares
Change
Shares
Change %
Arrowstreet Capital
151
Arrowstreet Capital
Massachusetts
$889K 7,532 -276,962 -97%
DWT
152
Dorsey & Whitney Trust
South Dakota
$887K 7,520 +3,929 +109%
MML Investors Services
153
MML Investors Services
Massachusetts
$855K 7,246 +2,992 +70%
JF
154
Jump Financial
Illinois
$852K 7,216 +1,511 +26%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$847K 7,178 +90 +1%
AB
156
Amalgamated Bank
New York
$827K 7,011 -526 -7%
AF
157
Amalgamated Financial
New York
$827K 7,011 +7,011 New
Squarepoint
158
Squarepoint
New York
$806K 6,833 -70,494 -91%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$800K 6,788 -399 -6%
JPMPWA
160
J.P. Morgan Private Wealth Advisors
California
$774K 6,563 +27 +0.4%
DT
161
Diversified Trust
Tennessee
$752K 6,375 +1,840 +41%
Creative Planning
162
Creative Planning
Kansas
$742K 6,286 -2,435 -28%
PI
163
PEAK6 Investments
Illinois
$714K 6,055 -15,723 -72%
BB
164
Bell Bank
North Dakota
$691K 5,860 +5,860 New
LPL Financial
165
LPL Financial
California
$660K 5,591 +845 +18%
Jacobs Levy Equity Management
166
Jacobs Levy Equity Management
New Jersey
$645K 5,468 +5,468 New
Prudential Financial
167
Prudential Financial
New Jersey
$632K 5,359 +630 +13%
Victory Capital Management
168
Victory Capital Management
Texas
$631K 6,534 +70 +1%
PAS
169
Park Avenue Securities
New York
$627K 5,312 +3,743 +239%
William Blair & Company
170
William Blair & Company
Illinois
$614K 5,201 -2,333 -31%
Handelsbanken Fonder
171
Handelsbanken Fonder
Sweden
$614K 5,200 -2,200 -30%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$605K 5,127 -620 -11%
VI
173
Versor Investments
New York
$604K 5,117 +2,290 +81%
GAG
174
Goodman Advisory Group
Massachusetts
$601K 5,092 -14,988 -75%
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$590K 5,003