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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.

New
Increased
Maintained
Reduced
Closed
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 %
PP
126
PDT Partners
New York
$819K -$2.7M -30,611 -77%
Stifel Financial
127
Stifel Financial
Missouri
$815K -$752K -8,528 -48%
DTL
128
Dynamic Technology Lab
Singapore
$807K +$807K +9,148 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$787K – – –
CS
130
Candriam SCA
Luxembourg
$785K – – –
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$750K +$256K +2,900 +52%
Principal Financial Group
132
Principal Financial Group
Iowa
$748K -$144K -1,635 -16%
Creative Planning
133
Creative Planning
Kansas
$721K – – –
AQR Capital Management
134
AQR Capital Management
Connecticut
$701K -$35.5K -402 -5%
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$701K -$264K -2,990 -27%
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
$658K -$39.9M -452,073 -98%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$640K +$529 +6 +0.1%
AC
138
Athanor Capital
New York
$621K +$621K +7,037 New
QCM
139
Quantinno Capital Management
New York
$595K – – –
OA
140
Oak Associates
Ohio
$594K -$158K -1,785 -21%
SG Americas Securities
141
SG Americas Securities
New York
$572K +$572K +6,485 New
FHB
142
First Hawaiian Bank
Hawaii
$549K +$9.97K +113 +2%
MSL
143
Mackay Shields LLC
New York
$521K -$35.3K -400 -6%
LPL Financial
144
LPL Financial
California
$517K +$2.3K +26 +0.4%
AB
145
Amalgamated Bank
New York
$499K -$48.4K -549 -9%
GAM
146
Gotham Asset Management
New York
$495K +$84.4K +956 +21%
William Blair & Company
147
William Blair & Company
Illinois
$488K +$488K +5,527 New
American Century Companies
148
American Century Companies
Missouri
$485K -$185K -2,092 -28%
JF
149
Jump Financial
Illinois
$470K +$470K +5,324 New
TI
150
Trexquant Investment
Connecticut
$446K -$422K -4,780 -49%
4 5
6
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