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Workiva
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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$36.6M 414,868 +70,422 +20%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$33.5M 379,853 -61,989 -14%
Two Sigma Investments
28
Two Sigma Investments
New York
$31.3M 354,654 +225,919 +175%
Wells Fargo
29
Wells Fargo
California
$28.2M 319,112 +86,303 +37%
DDC
30
DF Dent & Co
Maryland
$28M 316,872 +272,840 +620%
Charles Schwab
31
Charles Schwab
California
$24.7M 279,813 -22,317 -7%
Bank of America
32
Bank of America
North Carolina
$24.2M 273,683 +34,445 +14%
Federated Hermes
33
Federated Hermes
Pennsylvania
$24.2M 273,654 +153,026 +127%
SAM
34
Silvercrest Asset Management
New York
$23.9M 271,319 -191,974 -41%
Goldman Sachs
35
Goldman Sachs
New York
$23.7M 268,627 +104,036 +63%
RI
36
Redwood Investments
Massachusetts
$23.6M 267,332 -152,782 -36%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$23M 260,700 +52,800 +25%
Millennium Management
38
Millennium Management
New York
$18.9M 214,077 -75,794 -26%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$16M 181,239 +39,405 +28%
CS
40
Credit Suisse
Switzerland
$16M 180,753 +130,810 +262%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$13.4M 151,906 +14,551 +11%
Fuller & Thaler Asset Management
42
Fuller & Thaler Asset Management
California
$13.2M 149,645 +2,953 +2%
GIPM
43
G2 Investment Partners Management
New York
$13.1M 148,655 -6,500 -4%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$11.1M 128,002 +882 +0.7%
Canada Life
45
Canada Life
Manitoba, Canada
$10.6M 119,605 -7,634 -6%
ACH
46
ArrowMark Colorado Holdings
Colorado
$9.94M 112,593 +664 +0.6%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$9.83M 111,325 -226,279 -67%
Deutsche Bank
48
Deutsche Bank
Germany
$8.55M 96,881 -4,756 -5%
Morgan Stanley
49
Morgan Stanley
New York
$8.25M 93,471 -46,855 -33%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$8.18M 92,632 -8,134 -8%
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