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250 hedge funds and large institutions have $4.33B invested in Workiva in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,011% more call options, than puts

Call options by funds: $9.52M | Put options by funds: $857K

58% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 67

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

33% more capital invested

Capital invested by funds: $3.27B → $4.33B (+$1.06B)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

5% more funds holding

Funds holding: 238250 (+12)

3.25% more ownership

Funds ownership: 88.85%92.11% (+3.3%)

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.34%
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
106
Reduced
67
Closed
26
Calls
$9.52M
Puts
$857K
Net Calls
+$8.67M
Net Calls Change
+$4.92M

WK Hedge Fund Activity: Q2 2021 in Review

250 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2021, worth a combined $4.33B — up 33% from $3.27B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WK positions and 26 closed out — a net gain of 12 holders — while 106 added to existing stakes and 67 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $39.2M. The largest seller was Renaissance Technologies, cutting an estimated $18.9M.

  • 250 institutional investors held Workiva (WK) as of Q2 2021, up from 238 in Q1 2021.
  • Funds reported $4.33B of Workiva stock for Q2 2021, up 33% quarter-over-quarter.
  • 38 funds opened new Workiva positions in Q2 2021 and 26 closed out, a net change of +12 holders.
  • The largest Workiva buyer in Q2 2021 was Mirae Asset Global Investments, an estimated $39.2M added.
  • The largest Workiva seller in Q2 2021 was Renaissance Technologies, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2021.