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Workiva
WK

Overview Fund Activity

317 hedge funds and large institutions have $5.52B invested in Workiva in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+36
Holders Change %
+12.81%
% of All Funds
4.9%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
67
Increased
114
Reduced
98
Closed
27
Calls
$12.8M
Puts
$17.5M
Net Calls
-$4.69M
Net Calls Change
-$11.7M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
$139M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$191M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$32M
4
Ameriprise
Ameriprise
Minnesota
$168M
5
BlackRock
BlackRock
New York
$462M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$18.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$156M
3
Brown Advisory
Brown Advisory
Maryland
$226M
4
GIM
Granahan Investment Management
Massachusetts
$126M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$510K +$107K +817 +26%
SIMG
202
Sonora Investment Management Group
Arizona
$472K +$472K +3,619 New
DWT
203
Dorsey & Whitney Trust
South Dakota
$469K – – –
BCI
204
Brinker Capital Investments
Pennsylvania
$456K +$456K +3,495 New
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$437K +$116K +891 +36%
AIP
206
Ameritas Investment Partners
Nebraska
$434K – – –
CANY
207
Caxton Associates (New York)
New York
$433K +$166K +1,274 +62%
GC
208
Gilbert & Cook
Iowa
$431K – – –
DA
209
Duality Advisers
Florida
$420K +$420K +3,217 New
HR
210
Hardy Reed
Mississippi
$395K -$60.5K -464 -13%
DF
211
Donoghue Forlines
Massachusetts
$372K +$372K +2,853 New
CGH
212
Crossmark Global Holdings
Texas
$371K +$371K +2,844 New
VI
213
Versor Investments
New York
$369K +$135K +1,031 +57%
QCM
214
Quantinno Capital Management
New York
$350K -$285K -2,181 -45%
Tudor Investment Corp
215
Tudor Investment Corp
Connecticut
$348K +$348K +2,669 New
PAMS
216
Pictet Asset Management (Switzerland)
Switzerland
$346K +$1.83K +14 +0.5%
ECM
217
ExodusPoint Capital Management
New York
$343K +$343K +2,630 New
NA
218
NewEdge Advisors
Louisiana
$333K -$1.31K -10 -0.4%
MF
219
Magnetar Financial
Illinois
$333K +$333K +2,555 New
AAM
220
Azzad Asset Management
Virginia
$323K +$133K +1,016 +70%
Twin Tree Management
221
Twin Tree Management
Texas
$322K -$199K -1,526 -38%
CWA
222
Cornerstone Wealth Advisors
Minnesota
$320K -$37.2K -285 -10%
CP
223
CenterBook Partners
Connecticut
$316K +$316K +2,421 New
FRM
224
Fox Run Management
Connecticut
$304K +$304K +2,327 New
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$301K +$37.6K +288 +14%
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