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
Name Holding Trade Value Shares
Change
Shares
Change %
SO
201
STRS Ohio
Ohio
$217K -$15.5K -200 -7%
X
202
Xponance
Pennsylvania
$208K +$208K +2,674 New
AT
203
American Trust
Kentucky
$208K +$208K +2,674 New
Mitsubishi UFJ Asset Management
204
Mitsubishi UFJ Asset Management
Japan
$203K +$18.8K +241 +10%
CC
205
Centiva Capital
New York
$203K +$203K +2,600 New
AR
206
Advisory Research
Illinois
$200K -$783K -10,071 -80%
PFBT
207
Parkside Financial Bank & Trust
Missouri
$153K +$9.24K +119 +6%
SOW
208
State of Wyoming
Wyoming
$152K +$152K +1,960 New
HWMA
209
Heritage Wealth Management (Arizona)
Arizona
$150K +$68.6K +881 +84%
Acadian Asset Management
210
Acadian Asset Management
Massachusetts
$146K +$146K +1,877 New
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$143K +$24K +309 +20%
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$130K +$2.49K +32 +2%
SCA
213
Stonebridge Capital Advisors
Minnesota
$124K +$26K +335 +27%
TRCT
214
Tower Research Capital (TRC)
New York
$121K -$329K -4,228 -73%
CSB
215
City State Bank
Iowa
$107K
Canada Pension Plan Investment Board
216
Canada Pension Plan Investment Board
Ontario, Canada
$101K
S
217
SignatureFD
Georgia
$71K +$11.1K +143 +19%
GWSG
218
GPS Wealth Strategies Group
Colorado
$70K
HIA
219
Harbor Investment Advisory
Maryland
$68K
BEI
220
Benjamin Edwards Inc
Missouri
$62K +$26.7K +343 +76%
FHA
221
First Horizon Advisors
Tennessee
$51K +$537 +7 +1%
AAP
222
Arax Advisory Partners
Colorado
$46K -$1.25K -16 -3%
AWM
223
Abound Wealth Management
Tennessee
$38.9K +$38.9K +500 New
ST
224
Sageworth Trust
Pennsylvania
$33K
CAM
225
CenterStar Asset Management
Illinois
$33K