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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 %
Acadian Asset Management
201
Acadian Asset Management
Massachusetts
$79K -$2.09M -23,841 -96%
GWSG
202
GPS Wealth Strategies Group
Colorado
$79K +$79K +900 New
AS
203
Altshuler Shaham
Israel
$77K -$264 -3 -0.3%
FHA
204
First Horizon Advisors
Tennessee
$70K -$6.61K -75 -9%
CFGS
205
Concourse Financial Group Securities
Alabama
$64K +$32.5K +369 +103%
SCA
206
Stonebridge Capital Advisors
Minnesota
$41K +$41K +469 New
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$31K -$1.93K -22 -6%
SFS
208
Sowell Financial Services
Arkansas
$29K -$13.8K -160 -32%
HNB
209
Huntington National Bank
Ohio
$26K -$2.66K -30 -9%
PCG
210
Private Capital Group
Connecticut
$26K +$20.6K +235 +379%
MIFH
211
Migdal Insurance & Financial Holdings
Israel
$25K -$10.2K -115 -29%
RG
212
Retirement Group
California
$20K -$2.49K -28 -11%
CFA
213
Carroll Financial Associates
North Carolina
$19K – – –
S
214
SignatureFD
Georgia
$17K +$1.63K +18 +11%
IAIM
215
International Assets Investment Management
Florida
$16K +$8.19K +88 +105%
BCA
216
Berman Capital Advisors
Georgia
$16K +$16K +189 New
HFA
217
HC Financial Advisors
California
$11K – – –
SWM
218
Spire Wealth Management
Virginia
$5K +$5K +53 New
QCG
219
Quadrant Capital Group
Ohio
$5K +$5K +58 New
IHWM
220
Iron Horse Wealth Management
Iowa
$4K – – –
TWA
221
TCI Wealth Advisors
Arizona
$4K +$4K +44 New
AF
222
Advisornet Financial
Minnesota
$3K -$3.41K -42 -53%
ADIM
223
Alpha DNA Investment Management
Maryland
$3K +$3K +34 New
AIG
224
American International Group
New York
$2.04K +$5 +60 +0.3%
EW
225
Evoke Wealth
California
$2K +$2K +18 New
7 8
9
10 11