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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.

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 %
Man Group
51
Man Group
United Kingdom
$8.08M 91,501 -72,596 -44%
Impax Asset Management Group
52
Impax Asset Management Group
United Kingdom
$7.94M 90,000 – –
PCM
53
Penn Capital Management
Pennsylvania
$7.64M 86,505 +12,354 +17%
Citigroup
54
Citigroup
New York
$7.3M 82,719 -26,454 -24%
Swiss National Bank
55
Swiss National Bank
Switzerland
$7.25M 82,121 +2,200 +3%
PC
56
Pier Capital
Connecticut
$7.09M 80,367 -43,716 -35%
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$6.89M 78,059 -222,694 -74%
Citadel Advisors
58
Citadel Advisors
Florida
$6.78M 76,831 +8,571 +13%
EAM
59
EULAV Asset Management
Florida
$6.74M 76,400 – –
OCM
60
Orser Capital Management
Texas
$6.35M 71,945 -8,855 -11%
CHM
61
Collaborative Holdings Management
New York
$6.18M 70,000 +70,000 New
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$5.58M 63,259 +12,866 +26%
SBH
63
Segall Bryant & Hamill
Illinois
$5.45M 61,803 -25,506 -29%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$5.29M 59,899 -181 -0.3%
OAM
65
Oppenheimer Asset Management
New York
$5.22M 59,133 +3,445 +6%
FCM
66
Frontier Capital Management
Massachusetts
$4.86M 55,057 -4,370 -7%
UBS Group
67
UBS Group
Switzerland
$4.72M 53,434 +31,531 +144%
ISL
68
Ingalls & Snyder LLC
New York
$4.68M 53,051 +776 +1%
AllianceBernstein
69
AllianceBernstein
Tennessee
$4.63M 52,480 +350 +0.7%
Comerica Bank
70
Comerica Bank
Texas
$4.49M 46,730 +33,193 +245%
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$4.43M 50,173 +50,173 New
PPA
72
Parametric Portfolio Associates
Washington
$4.28M 48,504 -11,243 -19%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$4.19M 47,487 +16,031 +51%
EVM
74
Eaton Vance Management
Massachusetts
$4.01M 45,409 +109 +0.2%
SEI Investments
75
SEI Investments
Pennsylvania
$3.96M 44,449 -20,888 -32%
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