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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.

New
Increased
Maintained
Reduced
Closed
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
T. Rowe Price Associates
Maryland
$108M
2
GIM
Granahan Investment Management
Massachusetts
$122M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$35.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.9M
5
Millennium Management
Millennium Management
New York
$26.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$233M
2
CIP
Champlain Investment Partners
Vermont
$65.3M
3
Two Sigma Investments
Two Sigma Investments
New York
$11.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$126M
5
First Trust Advisors
First Trust Advisors
Illinois
$52.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
126
Trexquant Investment
Connecticut
$901K +$85.8K +936 +11%
AG
127
Aperio Group
California
$872K +$283K +3,094 +48%
CS
128
Candriam SCA
Luxembourg
$818K – – –
ProShare Advisors
129
ProShare Advisors
Maryland
$806K +$367K +4,004 +84%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$802K +$309K +3,372 +63%
IWP
131
Icon Wealth Partners
Texas
$797K +$178K +1,940 +29%
Voloridge Investment Management
132
Voloridge Investment Management
Florida
$796K -$1.21M -13,153 -60%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$787K – – –
FA
134
FDx Advisors
Illinois
$786K +$162K +1,767 +26%
OA
135
Oak Associates
Ohio
$780K +$223K +2,430 +40%
AQR Capital Management
136
AQR Capital Management
Connecticut
$764K +$764K +8,343 New
Creative Planning
137
Creative Planning
Kansas
$749K +$749K +8,174 New
Jane Street
138
Jane Street
New York
$730K +$730K +7,970 New
American Century Companies
139
American Century Companies
Missouri
$695K – – –
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$664K -$183K -2,000 -22%
QCM
141
Quantinno Capital Management
New York
$618K – – –
HF
142
HRT Financial
New York
$616K +$616K +6,731 New
OQS
143
Occudo Quantitative Strategies
Florida
$612K +$612K +6,677 New
SF
144
Synovus Financial
Georgia
$608K +$18.2K +199 +3%
JPMPWA
145
J.P. Morgan Private Wealth Advisors
California
$607K +$12.2K +133 +2%
MSL
146
Mackay Shields LLC
New York
$577K -$604K -6,600 -51%
AB
147
Amalgamated Bank
New York
$568K +$11.4K +124 +2%
FHB
148
First Hawaiian Bank
Hawaii
$560K -$44K -480 -7%
RJA
149
Raymond James & Associates
Florida
$548K -$27.5K -300 -5%
LPL Financial
150
LPL Financial
California
$534K -$2.47K -27 -0.5%
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