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Workiva
WK

Overview Fund Activity

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

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$229M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$57.9M
3
RP
3
Riverbridge Partners
Minnesota
$221M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$168M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$290M

Top Sellers

1
GIM
1
Granahan Investment Management
Massachusetts
$44.9M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$115M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$889K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$111M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$3.84M
Name Market Value Shares Shares
Change 		Shares
Change %
FHB
176
First Hawaiian Bank
Hawaii
$571K 4,834 -72 -1%
CGH
177
Crossmark Global Holdings
Texas
$570K 4,830 +1,986 +70%
SF
178
Synovus Financial
Georgia
$569K 4,855 -488 -9%
BNP Paribas Financial Markets
179
BNP Paribas Financial Markets
France
$536K 4,542 -24,184 -84%
SRC
180
Sage Rhino Capital
California
$532K 4,510 +6 +0.1%
VFA
181
Voya Financial Advisors
Connecticut
$527K 4,548 +4,548 New
JM
182
Jeneq Management
New York
$507K 4,300 +4,300 New
FG
183
Foster Group
Iowa
$491K 4,158 -5 -0.1%
MOS
184
MGO One Seven
Ohio
$490K 4,149 -138 -3%
CC
185
Corton Capital
Ontario, Canada
$476K 4,030 +4,030 New
Walleye Trading
186
Walleye Trading
New York
$457K 3,875 -1,148 -23%
VAS
187
Vestmark Advisory Solutions
Massachusetts
$453K 3,843 +3,843 New
EGM
188
Engineers Gate Manager
New York
$444K 3,766 -9,549 -72%
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$430K 3,645 -527 -13%
SIMG
190
Sonora Investment Management Group
Arizona
$427K 3,619 – –
VRS
191
Virginia Retirement Systems
Virginia
$425K 3,600 -2,200 -38%
E
192
Ergoteles
New York
$420K 3,558 -7,325 -67%
AIP
193
Ameritas Investment Partners
Nebraska
$392K 3,326 – –
Mackenzie Financial
194
Mackenzie Financial
Ontario, Canada
$390K 3,309 -39 -1%
GC
195
Gilbert & Cook
Iowa
$389K 3,300 – –
HR
196
Hardy Reed
Mississippi
$373K 3,162 +135 +4%
BPA
197
Beacon Pointe Advisors
California
$368K 3,115 +1,115 +56%
CP
198
CenterBook Partners
Connecticut
$365K 3,092 +671 +28%
BCI
199
Brinker Capital Investments
Pennsylvania
$352K 2,984 -511 -15%
DU
200
Delphia (USA)
Ontario, Canada
$334K 2,827 +2,827 New
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