250 hedge funds and large institutions have $2.92B invested in Workiva in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 122 increasing their positions, 79 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-37
Holders Change %
-12.89%
% of All Funds
4.23%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
25
Increased
122
Reduced
79
Closed
59
Calls
$3.39M
Puts
$1.86M
Net Calls
+$1.53M
Net Calls Change
+$696K
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
176
Tradition Wealth Management
Minnesota
$292K +$292K +4,425 New
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$287K +$187K +2,832 +187%
MOS
178
MGO One Seven
Ohio
$283K +$9.62K +146 +4%
Mackenzie Financial
179
Mackenzie Financial
Ontario, Canada
$283K +$64.4K +974 +29%
FG
180
Foster Group
Iowa
$276K +$1.26K +19 +0.5%
CGH
181
Crossmark Global Holdings
Texas
$273K -$46.3K -700 -14%
VAS
182
Vestmark Advisory Solutions
Massachusetts
$256K +$2.18K +33 +0.9%
HFS
183
Hantz Financial Services
Michigan
$253K +$132K +2,005 +110%
Victory Capital Management
184
Victory Capital Management
Texas
$241K -$190K -2,878 -44%
SIMG
185
Sonora Investment Management Group
Arizona
$239K
AIP
186
Ameritas Investment Partners
Nebraska
$235K +$16.4K +250 +8%
Federated Hermes
187
Federated Hermes
Pennsylvania
$220K -$1.93M -29,237 -90%
QC
188
Quadrature Capital
United Kingdom
$220K +$220K +3,339 New
GC
189
Gilbert & Cook
Iowa
$218K
MM
190
MQS Management
New York
$217K +$217K +3,288 New
SC
191
Steph & Co
Wisconsin
$216K +$103K +1,571 +92%
BCI
192
Brinker Capital Investments
Pennsylvania
$215K +$17.8K +270 +9%
HR
193
Hardy Reed
Mississippi
$208K -$1.12K -17 -0.5%
TPW
194
Transatlantique Private Wealth
New York
$206K +$206K +3,129 New
SO
195
STRS Ohio
Ohio
$197K -$893K -13,600 -82%
MLICM
196
Metropolitan Life Insurance Company (MetLife)
New York
$190K +$13.3K +201 +8%
Mitsubishi UFJ Asset Management
197
Mitsubishi UFJ Asset Management
Japan
$156K +$51K +774 +49%
PFBT
198
Parkside Financial Bank & Trust
Missouri
$122K +$4.22K +64 +4%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$108K +$9.69K +147 +10%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$101K -$856 -13 -0.8%