WK icon

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 %
SI
251
Stephens Inc
Arkansas
– -$213K -2,327 Closed
Fidelity International
252
Fidelity International
Bermuda
– -$48K -525 Closed
ASN
253
Advisory Services Network
Georgia
– -$24K -266 Closed
Group One Trading
254
Group One Trading
Illinois
– -$9K -99 Closed
7 8 9 10
11