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Workiva
WK

Overview Fund Activity

261 hedge funds and large institutions have $3.41B invested in Workiva in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 75 reducing their positions, and 31 closing their positions.

Holders
261
Holders Change
+11
Holders Change %
+4.4%
% of All Funds
4.51%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
46
Increased
110
Reduced
75
Closed
31
Calls
$5.05M
Puts
$3.49M
Net Calls
+$1.56M
Net Calls Change
+$35K

Top Buyers

1
RP
1
Riverbridge Partners
Minnesota
$174M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$45.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$70.6M
4
CIP
4
Champlain Investment Partners
Vermont
$122M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$102M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$69.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$14.3M
3
Ameriprise
3
Ameriprise
Minnesota
$114M
4
Invesco
4
Invesco
Georgia
$56.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
HM
151
Harvest Management
New York
$622K 8,000 +8,000 New
Schroder Investment Management Group
152
Schroder Investment Management Group
United Kingdom
$610K 8,013 +8,013 New
AB
153
Amalgamated Bank
New York
$600K 7,715 +183 +2%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$552K 7,094 -196 -3%
ProShare Advisors
155
ProShare Advisors
Maryland
$549K 7,063 -438 -6%
IWA
156
Icon Wealth Advisors
Texas
$545K 7,000 +7,000 New
Principal Financial Group
157
Principal Financial Group
Iowa
$538K 6,920 -457 -6%
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
$537K 6,900 – –
VAS
159
Vestmark Advisory Solutions
Massachusetts
$516K 6,636 +2,760 +71%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$510K 6,549 -706 -10%
JPMPWA
161
J.P. Morgan Private Wealth Advisors
California
$502K 6,454 -71 -1%
QT
162
Quantbot Technologies
New York
$501K 6,445 +6,445 New
VRS
163
Virginia Retirement Systems
Virginia
$490K 6,300 +6,300 New
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$469K 6,031 – –
GCP
165
GSA Capital Partners
United Kingdom
$441K 5,670 +5,670 New
TI
166
Trexquant Investment
Connecticut
$431K 5,535 +989 +22%
Franklin Resources
167
Franklin Resources
California
$426K 5,482 -942 -15%
Voloridge Investment Management
168
Voloridge Investment Management
Florida
$417K 5,356 -1,111 -17%
QT
169
Quantamental Technologies
New York
$417K 5,361 +5,361 New
Victory Capital Management
170
Victory Capital Management
Texas
$407K 5,227 +1,571 +43%
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$389K 5,003 – –
SPM
172
Symmetry Peak Management
Pennsylvania
$389K 5,000 +5,000 New
CP
173
CenterBook Partners
Connecticut
$380K 4,888 -4,610 -49%
FHB
174
First Hawaiian Bank
Hawaii
$379K 4,861 – –
ACM
175
AlphaCrest Capital Management
New York
$378K 4,862 -2,107 -30%
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7
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