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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.

New
Increased
Maintained
Reduced
Closed
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 %
HSBC Holdings
176
HSBC Holdings
United Kingdom
$671K +$166K +1,188 +33%
TRCT
177
Tower Research Capital (TRC)
New York
$664K +$518K +3,672 +354%
CAM
178
Cresset Asset Management
Illinois
$651K +$142K +1,005 +28%
MOS
179
MGO One Seven
Ohio
$649K -$11.2K -75 -2%
DT
180
Diversified Trust
Tennessee
$639K -$65.5K -465 -9%
AAM
181
Advisors Asset Management
Colorado
$593K +$538K +3,821 +987%
FG
182
Foster Group
Iowa
$586K -$125K -884 -18%
Twin Tree Management
183
Twin Tree Management
Texas
$563K +$563K +3,994 New
HMS
184
Hanseatic Management Services
New Mexico
$560K +$560K +3,974 New
Victory Capital Management
185
Victory Capital Management
Texas
$543K -$23.1K -164 -4%
Janus Henderson Group
186
Janus Henderson Group
United Kingdom
$533K +$533K +3,783 New
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$513K +$52.9K +375 +11%
SIM
188
Sonora Investment Management
Arizona
$510K – – –
MML Investors Services
189
MML Investors Services
Massachusetts
$507K +$127K +905 +34%
DWT
190
Dorsey & Whitney Trust
South Dakota
$506K -$5.64K -40 -1%
HR
191
Hardy Reed
Mississippi
$492K – – –
Simplex Trading
192
Simplex Trading
Illinois
$476K – – –
AIP
193
Ameritas Investment Partners
Nebraska
$469K – – –
GC
194
Gilbert & Cook
Iowa
$465K – – –
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$436K -$704 -5 -0.2%
MWM
196
Mission Wealth Management
California
$423K – – –
CWA
197
Cornerstone Wealth Advisors
Minnesota
$386K – – –
QT
198
Quantbot Technologies
New York
$381K +$76.9K +546 +25%
PI
199
PEAK6 Investments
Illinois
$375K +$375K +2,661 New
PAMS
200
Pictet Asset Management (Switzerland)
Switzerland
$371K +$371K +2,635 New
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