Workiva
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.
144% more call options, than puts
Call options by funds: $6.35M | Put options by funds: $2.6M
126% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 19
10% more funds holding
Funds holding: 216 → 238 (+22)
0% more capital invested
Capital invested by funds: $3.25B → $3.26B (+$9.12M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 84
0.22% less ownership
Funds ownership: 89.07% → 88.85% (-0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$116M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$72.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$67.8M |
| 4 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$52M |
| 5 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$83.1M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$49.3M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$44.7M |
| 4 |
JP Morgan Chase
New York
|
-$22.4M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$22M |
WK Hedge Fund Activity: Q1 2021 in Review
238 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q1 2021, worth a combined $3.26B — up 0.28% from $3.25B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new WK positions and 19 closed out — a net gain of 24 holders — while 84 added to existing stakes and 84 trimmed.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $116M. The largest seller was Fidelity Investments, cutting an estimated $83.1M.
- 238 institutional investors held Workiva (WK) as of Q1 2021, up from 216 in Q4 2020.
- Funds reported $3.26B of Workiva stock for Q1 2021, up 0.28% quarter-over-quarter.
- 43 funds opened new Workiva positions in Q1 2021 and 19 closed out, a net change of +24 holders.
- The largest Workiva buyer in Q1 2021 was William Blair Investment Management, an estimated $116M added.
- The largest Workiva seller in Q1 2021 was Fidelity Investments, an estimated $83.1M sold.
Based on aggregated 13F filings for Q1 2021.