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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 %
TD Asset Management
101
TD Asset Management
Ontario, Canada
$1.54M 17,431 +5,631 +48%
Mariner
102
Mariner
Kansas
$1.5M 17,011 +316 +2%
ECM
103
ExodusPoint Capital Management
New York
$1.41M 15,986 +15,986 New
FPB
104
First PREMIER Bank
South Dakota
$1.38M 15,630 -225 -1%
OQS
105
Occudo Quantitative Strategies
Florida
$1.37M 15,554 +8,877 +133%
Voloridge Investment Management
106
Voloridge Investment Management
Florida
$1.37M 15,532 +6,844 +79%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$1.37M 15,524 +6,771 +77%
MIM
108
MetLife Investment Management
New Jersey
$1.36M 15,372 – –
AR
109
Advisory Research
Illinois
$1.35M 15,251 +1,519 +11%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$1.31M 14,874 -3,560 -19%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$1.27M 14,328 +1,091 +8%
NIPH
112
NN Investment Partners Holdings
Netherlands
$1.21M 13,700 +13,700 New
QI
113
QS Investors
New York
$1.17M 13,250 – –
Jane Street
114
Jane Street
New York
$1.16M 13,134 +5,164 +65%
FCI
115
Financial Counselors Inc
Kansas
$1.15M 13,000 – –
Los Angeles Capital Management
116
Los Angeles Capital Management
California
$1.09M 12,380 -20,100 -62%
IWP
117
Icon Wealth Partners
Texas
$982K 11,130 +2,436 +28%
Mitsubishi UFJ Trust & Banking
118
Mitsubishi UFJ Trust & Banking
Japan
$953K 10,798 +10,798 New
AIA
119
Affinity Investment Advisors
California
$949K 10,749 -534 -5%
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$946K 10,714 -518 -5%
ProShare Advisors
121
ProShare Advisors
Maryland
$942K 10,675 +1,877 +21%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$933K 10,566 +679 +7%
FA
123
FDx Advisors
Illinois
$927K 10,500 +1,922 +22%
ASRS
124
Arizona State Retirement System
Arizona
$923K 10,453 +201 +2%
LB
125
Legacy Bridge
Iowa
$851K 9,637 -1,050 -10%
3 4
5
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