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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 %
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$442K – – –
SRC
152
Sage Rhino Capital
California
$441K – – –
ACI
153
AMP Capital Investors
Australia
$424K +$424K +4,800 New
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$423K +$195K +2,204 +85%
DT
155
Diversified Trust
Tennessee
$388K +$26.4K +299 +7%
Prudential Financial
156
Prudential Financial
New Jersey
$386K +$14.7K +166 +4%
MOS
157
MGO One Seven
Ohio
$385K -$19K -216 -5%
SF
158
Synovus Financial
Georgia
$383K -$199K -2,270 -34%
TC
159
TwinBeech Capital
New York
$372K +$372K +4,220 New
GTCM
160
Gyon Technologies Capital Management
New Jersey
$368K +$368K +4,175 New
FG
161
Foster Group
Iowa
$367K -$28.5K -323 -7%
Victory Capital Management
162
Victory Capital Management
Texas
$363K -$14.9K -169 -4%
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$342K +$63.1K +716 +23%
Asset Management One
164
Asset Management One
Japan
$340K – – –
SEC
165
Seven Eight Capital
New York
$330K – – –
Osaic Holdings
166
Osaic Holdings
Arizona
$325K +$254K +2,876 +359%
WG
167
Winton Group
United Kingdom
$300K +$85.7K +970 +40%
GC
168
Gilbert & Cook
Iowa
$291K +$291K +3,300 New
State of Wisconsin Investment Board
169
State of Wisconsin Investment Board
Wisconsin
$291K +$291K +3,300 New
HR
170
Hardy Reed
Mississippi
$290K +$43.2K +490 +17%
AIP
171
Ameritas Investment Partners
Nebraska
$285K -$14.4K -163 -5%
QT
172
Quantbot Technologies
New York
$283K +$283K +3,216 New
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$272K +$5.29K +60 +2%
TRCT
174
Tower Research Capital (TRC)
New York
$269K +$142K +1,608 +112%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$267K -$118K -1,333 -31%
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