250 hedge funds and large institutions have $4.32B invested in Workiva in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 107 increasing their positions, 67 reducing their positions, and 26 closing their positions.

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
38
Increased
107
Reduced
67
Closed
26
Calls
$9.52M
Puts
$857K
Net Calls
+$8.67M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
201
Parkside Financial Bank & Trust
Missouri
$188K +$1.45K +13 +0.8%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$183K +$5.66K +51 +3%
TPCW
203
TD Private Client Wealth
New York
$166K
DZ Bank
204
DZ Bank
Germany
$152K
FMT
205
First Mercantile Trust
Tennessee
$147K +$17.7K +159 +14%
Macquarie Group
206
Macquarie Group
Australia
$133K
Acadian Asset Management
207
Acadian Asset Management
Massachusetts
$125K +$24.5K +219 +24%
CFGS
208
Concourse Financial Group Securities
Alabama
$116K +$34.9K +313 +43%
TRCT
209
Tower Research Capital (TRC)
New York
$115K -$223K -2,012 -66%
GWSG
210
GPS Wealth Strategies Group
Colorado
$100K
SCA
211
Stonebridge Capital Advisors
Minnesota
$93K +$46.5K +469 +100%
FHA
212
First Horizon Advisors
Tennessee
$88K +$441 +4 +0.5%
Asset Management One
213
Asset Management One
Japan
$67K -$361K -3,250 -84%
DFCM
214
Dark Forest Capital Management
Puerto Rico
$67K +$67K +599 New
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$51K +$11.9K +107 +30%
AS
216
Altshuler Shaham
Israel
$47K -$51K -455 -52%
AAM
217
Advisors Asset Management
Colorado
$43K +$43K +387 New
ASN
218
Advisory Services Network
Georgia
$37K +$37K +331 New
PCG
219
Private Capital Group
Connecticut
$33K
CFA
220
Carroll Financial Associates
North Carolina
$24K -$217 -2 -0.9%
MIFH
221
Migdal Insurance & Financial Holdings
Israel
$22K -$9.93K -88 -31%
BCA
222
Berman Capital Advisors
Georgia
$21K +$328 +3 +2%
S
223
SignatureFD
Georgia
$20K -$435 -4 -2%
HNB
224
Huntington National Bank
Ohio
$19K -$13.9K -124 -42%
AAP
225
Arax Advisory Partners
Colorado
$19K +$19K +171 New