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Workiva
WK

Overview Fund Activity

238 hedge funds and large institutions have $3.26B invested in Workiva in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+22
Holders Change %
+10.19%
% of All Funds
4.19%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
43
Increased
84
Reduced
84
Closed
19
Calls
$6.35M
Puts
$2.6M
Net Calls
+$3.74M
Net Calls Change
-$10.4M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$104M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$169M
3
Ameriprise
3
Ameriprise
Minnesota
$64.6M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$46.4M
5
DDC
5
DF Dent & Co
Maryland
$28M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$150M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$658K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.83M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$6.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
226
Lindbrook Capital
California
$2K +$2K +22 New
EFSCE
227
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2K +23 New
NFSG
228
Newbridge Financial Services Group
Florida
$1K -$11.3K -34 -92%
FHC
229
First Horizon Corporation
Tennessee
$1K – – –
NFG
230
Next Financial Group
Texas
$1K – – –
MWP
231
Meridian Wealth Partners
Pennsylvania
$1K +$1K +6 New
BWM
232
Baystate Wealth Management
Massachusetts
$1K +$1K +9 New
PA
233
Parallel Advisors
California
$1K +$1K +12 New
MGIM
234
M&G Investment Management
United Kingdom
$365 +$365 +4,145 New
Nisa Investment Advisors
235
Nisa Investment Advisors
Missouri
$141 – – –
Artisan Partners
236
Artisan Partners
Wisconsin
– -$49.3M -538,567 Closed
Canada Pension Plan Investment Board
237
Canada Pension Plan Investment Board
Ontario, Canada
– -$14.9M -162,400 Closed
SSA
238
Schonfeld Strategic Advisors
New York
– -$4.62M -50,473 Closed
Axa
239
Axa
France
– -$1.35M -14,700 Closed
SSC
240
Syverson Strege & Co
Iowa
– -$1.21M -13,240 Closed
JCIA
241
Jackson Creek Investment Advisors
Colorado
– -$1.19M -13,027 Closed
CCFM
242
Clear Creek Financial Management
Washington
– -$1.14M -12,423 Closed
BAM
243
Blueshift Asset Management
New Jersey
– -$1.04M -11,308 Closed
HF
244
HRT Financial
New York
– -$616K -6,731 Closed
E
245
Ergoteles
New York
– -$321K -3,500 Closed
CIP
246
Cornerstone Investment Partners
Georgia
– -$314K -3,425 Closed
Lazard Asset Management
247
Lazard Asset Management
New York
– -$305K -3,336 Closed
HSBC Holdings
248
HSBC Holdings
United Kingdom
– -$287K -3,170 Closed
AIM
249
Aigen Investment Management
New York
– -$255K -2,784 Closed
MIH
250
Meitav Investment House
Israel
– -$241K -2,631 Closed
7 8 9
10
11