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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 %
Luther King Capital Management (LKCM)
76
Luther King Capital Management (LKCM)
Texas
$3.8M 41,502 +25,095 +153%
OIA
77
OneDigital Investment Advisors
Kansas
$3.71M 40,500 -1,102 -3%
PP
78
PDT Partners
New York
$3.66M 39,889 -5,750 -13%
ACM
79
Alamar Capital Management
California
$3.6M 39,324 +39,324 New
UBS AM
80
UBS AM
Illinois
$3.55M 38,767 +7,378 +24%
GKFF
81
George Kaiser Family Foundation
Oklahoma
$3.45M 37,604 +8,204 +28%
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$3.42M 37,306 -1,103 -3%
Invesco
83
Invesco
Georgia
$3.35M 36,526 -58,976 -62%
CSS
84
Cubist Systematic Strategies
Connecticut
$3.11M 33,937 -1,924 -5%
Los Angeles Capital Management
85
Los Angeles Capital Management
California
$2.98M 32,480 -1,165 -3%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$2.88M 31,456 +1,678 +6%
FP
87
Foundry Partners
Minnesota
$2.51M 27,336 +27,336 New
RSS
88
Rosenblum Silverman Sutton
California
$2.31M 25,210 +25,210 New
EI
89
EAM Investors
California
$2.3M 25,049 +25,049 New
Acadian Asset Management
90
Acadian Asset Management
Massachusetts
$2.27M 24,741 +24,741 New
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.18M 23,823 +1,091 +5%
Legal & General Group
92
Legal & General Group
United Kingdom
$2.18M 23,771 +3,181 +15%
UBS Group
93
UBS Group
Switzerland
$2.01M 21,903 +1,858 +9%
US Bancorp
94
US Bancorp
Minnesota
$1.9M 20,732 +447 +2%
IFAM
95
Institutional & Family Asset Management
Colorado
$1.74M 18,983 – –
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$1.69M 18,434 -4,140 -18%
FWM
97
Frontier Wealth Management
Missouri
$1.69M 18,415 – –
Stifel Financial
98
Stifel Financial
Missouri
$1.63M 17,767 +1,586 +10%
LIP
99
Liontrust Investment Partners
United Kingdom
$1.6M 17,500 +17,500 New
VOYA Investment Management
100
VOYA Investment Management
Georgia
$1.57M 17,122 +3,818 +29%
2 3
4
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