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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$18.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$156M
3
Brown Advisory
Brown Advisory
Maryland
$226M
4
GIM
Granahan Investment Management
Massachusetts
$126M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
176
Hillsdale Investment Management
Ontario, Canada
$796K +$796K +6,100 New
BHCM
177
Boulder Hill Capital Management
New York
$796K +$796K +6,100 New
TI
178
Trexquant Investment
Connecticut
$772K +$145K +1,112 +23%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$750K +$275K +2,110 +58%
Prudential Financial
180
Prudential Financial
New Jersey
$747K -$87.7K -555 -11%
JF
181
Jump Financial
Illinois
$745K +$471K +3,605 +172%
AG
182
Algert Global
California
$741K -$45.7K -350 -6%
SF
183
Synovus Financial
Georgia
$704K +$52.6K +399 +8%
GAM
184
Gotham Asset Management
New York
$699K -$741K -5,678 -51%
AWM
185
AE Wealth Management
Kansas
$667K +$667K +5,112 New
BAM
186
Blueshift Asset Management
New Jersey
$663K +$663K +5,084 New
Walleye Trading
187
Walleye Trading
New York
$655K +$655K +5,023 New
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$653K – – –
FHB
189
First Hawaiian Bank
Hawaii
$640K -$181K -1,390 -22%
LPL Financial
190
LPL Financial
California
$619K -$218K -1,670 -26%
CAM
191
Cresset Asset Management
Illinois
$610K +$7.57K +58 +1%
DT
192
Diversified Trust
Tennessee
$592K – – –
SRC
193
Sage Rhino Capital
California
$588K -$64.8K -496 -10%
MOS
194
MGO One Seven
Ohio
$559K -$6.52K -50 -1%
MML Investors Services
195
MML Investors Services
Massachusetts
$555K +$85.5K +655 +18%
BCM
196
Bayesian Capital Management
New York
$548K +$320K +2,447 +140%
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$544K -$218K -1,672 -29%
FG
198
Foster Group
Iowa
$543K +$652 +5 +0.1%
PP
199
Paloma Partners
Connecticut
$537K -$1.03M -7,919 -66%
HMS
200
Hanseatic Management Services
New Mexico
$526K +$7.31K +56 +1%
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