WK icon

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 %
PAMU
176
Pictet Asset Management (UK)
United Kingdom
$265K – – –
DWT
177
Dorsey & Whitney Trust
South Dakota
$260K – – –
M&T Bank
178
M&T Bank
New York
$253K +$253K +2,859 New
JPMPWA
179
J.P. Morgan Private Wealth Advisors
California
$244K -$340K -3,853 -58%
CWA
180
Cornerstone Wealth Advisors
Minnesota
$241K +$241K +2,735 New
BPA
181
Beacon Pointe Advisors
California
$226K +$226K +2,555 New
PTC
182
Petrus Trust Company
Texas
$223K -$20.8K -236 -9%
DCM
183
Dupont Capital Management
Delaware
$216K -$101K -1,139 -32%
GCP
184
GSA Capital Partners
United Kingdom
$214K -$162K -1,839 -43%
NA
185
NewEdge Advisors
Louisiana
$210K +$4.33K +49 +2%
Simplex Trading
186
Simplex Trading
Illinois
$209K -$846K -9,596 -80%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
187
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$203K -$1.12M -12,700 -85%
CAM
188
Cresset Asset Management
Illinois
$202K +$202K +2,285 New
Franklin Resources
189
Franklin Resources
California
$195K +$163K +1,849 +514%
SO
190
STRS Ohio
Ohio
$194K – – –
ST
191
Sageworth Trust
Pennsylvania
$162K +$162K +1,833 New
PFBT
192
Parkside Financial Bank & Trust
Missouri
$148K -$11.6K -131 -7%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$141K +$12.9K +146 +10%
PHK
194
Point72 Hong Kong
Hong Kong
$132K +$132K +1,490 New
TPCW
195
TD Private Client Wealth
New York
$132K – – –
DZ Bank
196
DZ Bank
Germany
$121K +$121K +1,369 New
PAM
197
Panagora Asset Management
Massachusetts
$108K -$1.39M -15,795 -93%
Macquarie Group
198
Macquarie Group
Australia
$105K +$35.2K +400 +50%
FMT
199
First Mercantile Trust
Tennessee
$102K -$3.7K -42 -3%
FC
200
FORA Capital
Florida
$96K +$21.4K +242 +29%
6 7
8
9 10