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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 %
PAM
101
Panagora Asset Management
Massachusetts
$1.56M 17,022 -46,652 -73%
Mariner
102
Mariner
Kansas
$1.53M 16,695 – –
FPB
103
First PREMIER Bank
South Dakota
$1.45M 15,855 -1,000 -6%
MIM
104
MetLife Investment Management
New Jersey
$1.41M 15,372 -1,590 -9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
105
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.37M 15,000 +15,000 New
Axa
106
Axa
France
$1.35M 14,700 -1,300 -8%
Comerica Bank
107
Comerica Bank
Texas
$1.35M 13,537 +13,537 New
AR
108
Advisory Research
Illinois
$1.26M 13,732 +13,732 New
QI
109
QS Investors
New York
$1.21M 13,250 – –
SSC
110
Syverson Strege & Co
Iowa
$1.21M 13,240 +13,240 New
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$1.21M 13,237 -526 -4%
JCIA
112
Jackson Creek Investment Advisors
Colorado
$1.19M 13,027 -5,621 -30%
FCI
113
Financial Counselors Inc
Kansas
$1.19M 13,000 +13,000 New
Barclays
114
Barclays
United Kingdom
$1.18M 12,854 -5,116 -28%
CCFM
115
Clear Creek Financial Management
Washington
$1.14M 12,423 +12,423 New
Simplex Trading
116
Simplex Trading
Illinois
$1.1M 11,967 +8,673 +263%
TD Asset Management
117
TD Asset Management
Ontario, Canada
$1.08M 11,800 +11,800 New
BAM
118
Blueshift Asset Management
New Jersey
$1.04M 11,308 +11,308 New
AIA
119
Affinity Investment Advisors
California
$1.03M 11,283 -1,530 -12%
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$1.03M 11,232 – –
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$1M 10,930 -1,256 -10%
LB
122
Legacy Bridge
Iowa
$979K 10,687 -154 -1%
ASRS
123
Arizona State Retirement System
Arizona
$939K 10,252 -226 -2%
Principal Financial Group
124
Principal Financial Group
Iowa
$926K 10,107 +4,201 +71%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$906K 9,887 +1,428 +17%
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