WK icon

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 Holding Trade Value Shares
Change 		Shares
Change %
Invesco
76
Invesco
Georgia
$3.91M +$684K +7,745 +21%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$3.76M -$381K -4,317 -9%
ACM
78
Alamar Capital Management
California
$3.69M +$221K +2,500 +6%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$3.63M -$2.19M -23,047 -38%
Luther King Capital Management (LKCM)
80
Luther King Capital Management (LKCM)
Texas
$3.6M -$64.9K -735 -2%
UBS AM
81
UBS AM
Illinois
$3.59M +$167K +1,890 +5%
OIA
82
OneDigital Investment Advisors
Kansas
$3.58M – – –
GKFF
83
George Kaiser Family Foundation
Oklahoma
$3.43M +$115K +1,305 +3%
CSS
84
Cubist Systematic Strategies
Connecticut
$3.31M +$314K +3,556 +10%
HighTower Advisors
85
HighTower Advisors
Illinois
$3.29M +$3.29M +37,228 New
Barclays
86
Barclays
United Kingdom
$3.07M +$1.93M +21,907 +170%
EGM
87
Engineers Gate Manager
New York
$2.92M -$1.12M -12,651 -28%
RSS
88
Rosenblum Silverman Sutton
California
$2.39M +$163K +1,845 +7%
Legal & General Group
89
Legal & General Group
United Kingdom
$2.12M +$23.7K +269 +1%
RJA
90
Raymond James & Associates
Florida
$2.09M +$1.56M +17,657 +295%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$2.01M -$1.29M -14,586 -39%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.98M -$125K -1,419 -6%
US Bancorp
93
US Bancorp
Minnesota
$1.92M +$94.7K +1,073 +5%
ACM
94
AlphaCrest Capital Management
New York
$1.89M +$1.5M +17,000 +386%
DA
95
Duality Advisers
Florida
$1.71M +$1.71M +19,313 New
IFAM
96
Institutional & Family Asset Management
Colorado
$1.68M – – –
EI
97
EAM Investors
California
$1.66M -$546K -6,190 -25%
FP
98
Foundry Partners
Minnesota
$1.65M -$759K -8,596 -31%
FWM
99
Frontier Wealth Management
Missouri
$1.63M – – –
VOYA Investment Management
100
VOYA Investment Management
Georgia
$1.54M +$28K +317 +2%
2 3
4
5 6