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Workiva
WK

Overview Fund Activity

281 hedge funds and large institutions have $5.86B invested in Workiva in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
4.94%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
51
Increased
97
Reduced
87
Closed
16
Calls
$20.1M
Puts
$13M
Net Calls
+$7.02M
Net Calls Change
-$1.65M

Top Buyers

1
Invesco
1
Invesco
Georgia
$179M
2
BlackRock
2
BlackRock
New York
$475M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$135M
4
TCM
4
TimesSquare Capital Management
New York
$67.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$97M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$215M
2
Brown Advisory
2
Brown Advisory
Maryland
$287M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$126M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$577M
5
CIP
5
Champlain Investment Partners
Vermont
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
201
NewEdge Advisors
Louisiana
$361K +$9.16K +65 +3%
BPA
202
Beacon Pointe Advisors
California
$360K – – –
YIH
203
Y-Intercept (HK)
Hong Kong
$352K +$352K +2,498 New
CIP
204
Convergence Investment Partners
Florida
$347K +$347K +2,459 New
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$346K +$346K +2,457 New
E
206
Ergoteles
New York
$337K +$337K +2,390 New
WAM
207
Wolverine Asset Management
Illinois
$322K +$322K +2,291 New
MAP
208
Milestone Advisory Partners
North Carolina
$311K – – –
State of Wisconsin Investment Board
209
State of Wisconsin Investment Board
Wisconsin
$310K -$155K -1,100 -33%
CMBA
210
C.M. Bidwell & Associates
Hawaii
$300K +$44.8K +318 +18%
JF
211
Jump Financial
Illinois
$296K +$296K +2,100 New
AG
212
AlphaSimPlex Group
Massachusetts
$292K +$292K +2,072 New
CANY
213
Caxton Associates (New York)
New York
$288K +$288K +2,044 New
X
214
Xponance
Pennsylvania
$285K -$38.8K -276 -12%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$285K -$3.39K -24 -1%
FMT
216
First Mercantile Trust
Tennessee
$282K +$96.3K +683 +52%
SOW
217
State of Wyoming
Wyoming
$279K +$18.3K +130 +7%
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$279K +$279K +1,976 New
Neuberger Berman Group
219
Neuberger Berman Group
New York
$276K +$564 +4 +0.2%
ST
220
Sageworth Trust
Pennsylvania
$258K – – –
MYIA
221
Mount Yale Investment Advisors
Colorado
$258K +$258K +1,830 New
PCM
222
Prelude Capital Management
New York
$253K -$176K -1,250 -41%
VI
223
Versor Investments
New York
$253K -$72.5K -515 -22%
BCM
224
Bayesian Capital Management
New York
$247K -$51.7K -366 -17%
PFBT
225
Parkside Financial Bank & Trust
Missouri
$241K +$2.82K +20 +1%
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9
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