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Workiva
WK

Overview Fund Activity

216 hedge funds and large institutions have $3.25B invested in Workiva in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 75 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
216
Holders Change
+30
Holders Change %
+16.13%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
48
Increased
75
Reduced
67
Closed
17
Calls
$15.7M
Puts
$1.58M
Net Calls
+$14.1M
Net Calls Change
+$13.2M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$108M
2
GIM
2
Granahan Investment Management
Massachusetts
$122M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$35.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$30.9M
5
Millennium Management
5
Millennium Management
New York
$26.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$233M
2
CIP
2
Champlain Investment Partners
Vermont
$65.3M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$11.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$126M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$52.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$9.31M 101,637 -810 -0.8%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$9.23M 100,766 +12,237 +14%
Impax Asset Management Group
53
Impax Asset Management Group
United Kingdom
$8.25M 90,000 – –
SBH
54
Segall Bryant & Hamill
Illinois
$8M 87,309 +4,657 +6%
OCM
55
Orser Capital Management
Texas
$7.4M 80,800 +5,875 +8%
Swiss National Bank
56
Swiss National Bank
Switzerland
$7.32M 79,921 +1,200 +2%
EAM
57
EULAV Asset Management
Florida
$7M 76,400 – –
PCM
58
Penn Capital Management
Pennsylvania
$6.79M 74,151 -15,536 -17%
Citadel Advisors
59
Citadel Advisors
Florida
$6.25M 68,260 -11,255 -14%
SEI Investments
60
SEI Investments
Pennsylvania
$5.99M 65,337 -4,298 -6%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$5.8M 61,326 -9,400 -13%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$5.51M 60,080 +897 +2%
PPA
63
Parametric Portfolio Associates
Washington
$5.47M 59,747 +21,055 +54%
FCM
64
Frontier Capital Management
Massachusetts
$5.45M 59,427 -7,161 -11%
OAM
65
Oppenheimer Asset Management
New York
$5.1M 55,688 +2,805 +5%
ISL
66
Ingalls & Snyder LLC
New York
$4.79M 52,275 +2,043 +4%
AllianceBernstein
67
AllianceBernstein
Tennessee
$4.78M 52,130 +800 +2%
SSA
68
Schonfeld Strategic Advisors
New York
$4.62M 50,473 +50,473 New
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$4.62M 50,393 +7,601 +18%
CS
70
Credit Suisse
Switzerland
$4.58M 49,943 +24,345 +95%
Ameriprise
71
Ameriprise
Minnesota
$4.31M 46,985 +10,135 +28%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$4.3M 46,874 +2,245 +5%
EGM
73
Engineers Gate Manager
New York
$4.19M 45,717 -12,815 -22%
EVM
74
Eaton Vance Management
Massachusetts
$4.15M 45,300 – –
DDC
75
DF Dent & Co
Maryland
$4.03M 44,032 +44,032 New
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