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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 %
HNB
201
Huntington National Bank
Ohio
$30K – – –
ASN
202
Advisory Services Network
Georgia
$24K +$5.96K +66 +33%
RG
203
Retirement Group
California
$23K -$182 -2 -0.8%
CFA
204
Carroll Financial Associates
North Carolina
$20K -$269 -3 -1%
S
205
SignatureFD
Georgia
$16K +$9.41K +100 +143%
HFA
206
HC Financial Advisors
California
$12K – – –
Group One Trading
207
Group One Trading
Illinois
$9K +$9K +99 New
IAIM
208
International Assets Investment Management
Florida
$8K +$8K +84 New
AF
209
Advisornet Financial
Minnesota
$7K -$975 -11 -12%
PCG
210
Private Capital Group
Connecticut
$6K -$22.7K -235 -79%
IHWM
211
Iron Horse Wealth Management
Iowa
$5K +$5K +50 New
NFSG
212
Newbridge Financial Services Group
Florida
$3K +$243 +3 +9%
AIG
213
American International Group
New York
$2.12K -$27 -293 -1%
FHC
214
First Horizon Corporation
Tennessee
$1K – – –
NFG
215
Next Financial Group
Texas
$1K – – –
Balyasny Asset Management
216
Balyasny Asset Management
Illinois
– -$7.49M -134,401 Closed
Assenagon Asset Management
217
Assenagon Asset Management
Luxembourg
– -$5.19M -92,984 Closed
JGC
218
J. Goldman & Co
New York
– -$4.86M -87,203 Closed
HighTower Advisors
219
HighTower Advisors
Illinois
– -$2.94M -52,764 Closed
SG Americas Securities
220
SG Americas Securities
New York
– -$1.52M -27,195 Closed
WCM
221
Weld Capital Management
New York
– -$1.27M -22,810 Closed
BIM
222
Bogle Investment Management
Massachusetts
– -$825K -14,793 Closed
DTL
223
Dynamic Technology Lab
Singapore
– -$641K -11,497 Closed
DA
224
Duality Advisers
Florida
– -$480K -8,600 Closed
OR
225
Olympiad Research
Connecticut
– -$410K -7,358 Closed
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