Workiva
317 hedge funds and large institutions have $5.53B 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.
148% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 27
24% more capital inflows, than outflows
Capital inflows: $566M | Capital outflows: $457M
16% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 98
13% more funds holding
Funds holding: 281 → 317 (+36)
2.9% less ownership
Funds ownership: 96.74% → 93.84% (-2.9%)
27% less call options, than puts
Call options by funds: $12.8M | Put options by funds: $17.5M
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$68.2M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$46.4M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$34.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$26.6M |
| 5 |
BlackRock
New York
|
+$24.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$79.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$46.5M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$43.7M |
| 4 |
Granahan Investment Management
Waltham,
Massachusetts
|
-$40M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$33.4M |
WK Hedge Fund Activity: Q4 2021 in Review
317 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2021, worth a combined $5.53B — down 5.7% from $5.86B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new WK positions and 27 closed out — a net gain of 40 holders — while 114 added to existing stakes and 98 trimmed.
The largest buyer was Artisan Partners, adding an estimated $68.2M. The largest seller was Wells Fargo, cutting an estimated $79.6M.
- 317 institutional investors held Workiva (WK) as of Q4 2021, up from 281 in Q3 2021.
- Funds reported $5.53B of Workiva stock for Q4 2021, down 5.7% quarter-over-quarter.
- 67 funds opened new Workiva positions in Q4 2021 and 27 closed out, a net change of +40 holders.
- The largest Workiva buyer in Q4 2021 was Artisan Partners, an estimated $68.2M added.
- The largest Workiva seller in Q4 2021 was Wells Fargo, an estimated $79.6M sold.
Based on aggregated 13F filings for Q4 2021.