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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
176
SG Americas Securities
New York
$372K -$471K -6,052 -56%
TWM
177
Tradition Wealth Management
Minnesota
$371K +$26.4K +339 +8%
LPL Financial
178
LPL Financial
California
$359K -$98.9K -1,272 -22%
SRC
179
Sage Rhino Capital
California
$350K – – –
Truist Financial
180
Truist Financial
North Carolina
$349K +$349K +4,480 New
Balyasny Asset Management
181
Balyasny Asset Management
Illinois
$338K +$338K +4,339 New
Mackenzie Financial
182
Mackenzie Financial
Ontario, Canada
$337K +$3.66K +47 +1%
FG
183
Foster Group
Iowa
$326K +$856 +11 +0.3%
FA
184
FDx Advisors
Illinois
$318K -$466K -5,998 -59%
HFS
185
Hantz Financial Services
Michigan
$318K +$19.8K +255 +7%
CGH
186
Crossmark Global Holdings
Texas
$311K -$10.5K -135 -3%
TPW
187
Transatlantique Private Wealth
New York
$310K +$66.5K +855 +27%
AIP
188
Ameritas Investment Partners
Nebraska
$290K +$12.6K +162 +5%
BCI
189
Brinker Capital Investments
Pennsylvania
$282K +$29.1K +374 +11%
HR
190
Hardy Reed
Mississippi
$279K +$34.4K +443 +14%
SC
191
Steph & Co
Wisconsin
$264K +$9.02K +116 +4%
GC
192
Gilbert & Cook
Iowa
$258K +$33.9K +500 +15%
AWS
193
Atria Wealth Solutions
New York
$241K +$241K +3,094 New
SIMG
194
Sonora Investment Management Group
Arizona
$239K – – –
VCA
195
Verdence Capital Advisors
Maryland
$234K +$234K +3,011 New
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$229K +$229K +2,941 New
Baird Financial Group
197
Baird Financial Group
Wisconsin
$225K -$355K -4,574 -61%
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$224K – – –
PAMS
199
Pictet Asset Management (Switzerland)
Switzerland
$222K +$222K +2,855 New
Jane Street
200
Jane Street
New York
$218K -$166K -2,129 -43%
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