Workiva
140 hedge funds and large institutions have $935M invested in Workiva in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 34 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 42
0.39% more ownership
Funds ownership: 75.08% → 75.47% (+0.39%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less funds holding
Funds holding: 155 → 140 (-15)
22% less capital invested
Capital invested by funds: $1.19B → $935M (-$259M)
22% less call options, than puts
Call options by funds: $565K | Put options by funds: $727K
38% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$82.4M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
+$10.4M |
| 3 |
JP Morgan Chase
New York
|
+$9.81M |
| 4 |
D.E. Shaw & Co
New York
|
+$6.95M |
| 5 |
Millennium Management
New York
|
+$6.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$89.1M |
| 2 |
Renaissance Technologies
New York
|
-$10.4M |
| 3 |
Morgan Stanley
New York
|
-$10.3M |
| 4 |
Two Sigma Investments
New York
|
-$4.67M |
| 5 |
Goldman Sachs
New York
|
-$4.35M |
WK Hedge Fund Activity: Q1 2020 in Review
140 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q1 2020, worth a combined $935M — down 22% from $1.19B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of WK and 21 opened new positions — a net loss of 13 holders — while 42 trimmed existing stakes and 56 added.
The largest buyer was Fidelity Investments, adding an estimated $82.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $89.1M.
- 140 institutional investors held Workiva (WK) as of Q1 2020, down from 155 in Q4 2019.
- Funds reported $935M of Workiva stock for Q1 2020, down 22% quarter-over-quarter.
- 21 funds opened new Workiva positions in Q1 2020 and 34 closed out, a net change of -13 holders.
- The largest Workiva buyer in Q1 2020 was Fidelity Investments, an estimated $82.4M added.
- The largest Workiva seller in Q1 2020 was T. Rowe Price Associates, an estimated $89.1M sold.
Based on aggregated 13F filings for Q1 2020.