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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 Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$513K – – –
SRC
152
Sage Rhino Capital
California
$458K – – –
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$458K – – –
GAM
154
Gotham Asset Management
New York
$426K +$426K +4,651 New
MOS
155
MGO One Seven
Ohio
$420K -$28.9K -316 -6%
FG
156
Foster Group
Iowa
$409K +$409K +4,481 New
ACM
157
AlphaCrest Capital Management
New York
$403K -$714K -7,800 -64%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$400K +$49.5K +540 +14%
Victory Capital Management
159
Victory Capital Management
Texas
$392K +$23.4K +255 +6%
GCP
160
GSA Capital Partners
United Kingdom
$391K +$391K +4,267 New
Prudential Financial
161
Prudential Financial
New Jersey
$386K -$153K -1,669 -28%
DT
162
Diversified Trust
Tennessee
$376K -$302K -3,297 -45%
Asset Management One
163
Asset Management One
Japan
$349K – – –
SEC
164
Seven Eight Capital
New York
$330K +$330K +3,600 New
DCM
165
Dupont Capital Management
Delaware
$328K -$24.5K -268 -7%
E
166
Ergoteles
New York
$321K +$321K +3,500 New
CIP
167
Cornerstone Investment Partners
Georgia
$314K +$314K +3,425 New
AIP
168
Ameritas Investment Partners
Nebraska
$311K – – –
Lazard Asset Management
169
Lazard Asset Management
New York
$305K +$305K +3,336 New
Teacher Retirement System of Texas
170
Teacher Retirement System of Texas
Texas
$290K +$290K +3,163 New
HSBC Holdings
171
HSBC Holdings
United Kingdom
$287K +$287K +3,170 New
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$277K +$277K +3,026 New
PAMU
173
Pictet Asset Management (UK)
United Kingdom
$275K +$275K +3,000 New
DWT
174
Dorsey & Whitney Trust
South Dakota
$270K +$270K +2,950 New
HR
175
Hardy Reed
Mississippi
$257K +$257K +2,801 New
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7
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