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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
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 %
AIM
176
Aigen Investment Management
New York
$255K -$498K -5,434 -66%
PTC
177
Petrus Trust Company
Texas
$253K +$253K +2,761 New
MIH
178
Meitav Investment House
Israel
$241K +$241K +2,631 New
OSAM
179
O'Shaughnessy Asset Management
Connecticut
$237K +$237K +2,589 New
WG
180
Winton Group
United Kingdom
$222K -$1.51M -16,514 -87%
SI
181
Stephens Inc
Arkansas
$213K +$213K +2,327 New
NA
182
NewEdge Advisors
Louisiana
$213K +$213K +2,330 New
SO
183
STRS Ohio
Ohio
$201K +$128K +1,400 +175%
PFBT
184
Parkside Financial Bank & Trust
Missouri
$166K +$9.73K +106 +6%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$147K +$55.1K +600 +60%
TPCW
186
TD Private Client Wealth
New York
$137K – – –
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$133K – – –
TRCT
188
Tower Research Capital (TRC)
New York
$132K -$2.02M -22,013 -94%
FMT
189
First Mercantile Trust
Tennessee
$110K -$9.07K -99 -8%
AS
190
Altshuler Shaham
Israel
$80K -$6.02K -66 -7%
FHA
191
First Horizon Advisors
Tennessee
$79K – – –
FC
192
FORA Capital
Florida
$78K +$44K +477 +129%
Macquarie Group
193
Macquarie Group
Australia
$73K – – –
Osaic Holdings
194
Osaic Holdings
Arizona
$73K +$6.37K +70 +10%
Fidelity International
195
Fidelity International
Bermuda
$48K – – –
SFS
196
Sowell Financial Services
Arkansas
$46K -$185 -2 -0.4%
MIFH
197
Migdal Insurance & Financial Holdings
Israel
$36K -$1.11M -12,323 -97%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$34K -$2.63K -29 -7%
CFGS
199
Concourse Financial Group Securities
Alabama
$33K +$24.2K +262 +276%
Franklin Resources
200
Franklin Resources
California
$33K +$33K +360 New
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8
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