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Workiva
WK

Overview Fund Activity

186 hedge funds and large institutions have $1.83B invested in Workiva in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
3.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
37
Increased
61
Reduced
56
Closed
28
Calls
$3.47M
Puts
$2.53M
Net Calls
+$943K
Net Calls Change
-$889K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$31.1M
2
CIP
2
Champlain Investment Partners
Vermont
$57.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$176M
4
PIMC
4
Praesidium Investment Management Company
New York
$46.6M
5
GIM
5
Granahan Investment Management
Massachusetts
$33.2M

Top Sellers

1
VEPM
1
Vista Equity Partners Management
California
$0
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$7.48M
3
SSA
3
Schonfeld Strategic Advisors
New York
$0
4
HCM
4
Harspring Capital Management
New York
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$219M
Name Market Value Shares Shares
Change 		Shares
Change %
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$18.3M 328,586 -65,628 -17%
Charles Schwab
27
Charles Schwab
California
$16.8M 302,086 +651 +0.2%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$16.7M 299,901 -52,669 -15%
Two Sigma Investments
29
Two Sigma Investments
New York
$14.7M 263,724 +156,013 +145%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$14.6M 262,713 +32,413 +14%
Bank of America
31
Bank of America
North Carolina
$10.6M 189,947 +37,248 +24%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$10.3M 185,512 -6,583 -3%
Man Group
33
Man Group
United Kingdom
$9.08M 162,749 -16,531 -9%
PC
34
Pier Capital
Connecticut
$8.22M 147,484 -5,896 -4%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$7.49M 134,401 +134,401 New
Nordea Investment Management
36
Nordea Investment Management
Sweden
$7.48M 129,922 -128,230 -50%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$7.27M 130,356 +6,685 +5%
ACH
38
ArrowMark Colorado Holdings
Colorado
$6.48M 116,145 -4,984 -4%
Federated Hermes
39
Federated Hermes
Pennsylvania
$6.3M 112,997 +112,688 +36,469%
GIPM
40
G2 Investment Partners Management
New York
$5.95M 106,773 +37,573 +54%
Wells Fargo
41
Wells Fargo
California
$5.87M 105,233 -13,012 -11%
Deutsche Bank
42
Deutsche Bank
Germany
$5.71M 102,447 +20,576 +25%
Goldman Sachs
43
Goldman Sachs
New York
$5.71M 102,380 -38,293 -27%
Invesco
44
Invesco
Georgia
$5.33M 95,502 +74,746 +360%
Assenagon Asset Management
45
Assenagon Asset Management
Luxembourg
$5.19M 92,984 +92,984 New
Impax Asset Management Group
46
Impax Asset Management Group
United Kingdom
$5.02M 90,000 – –
PCM
47
Penn Capital Management
Pennsylvania
$5.01M 89,687 -3,369 -4%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$4.94M 88,529 +10,829 +14%
Canada Life
49
Canada Life
Manitoba, Canada
$4.88M 87,586 +41,288 +89%
JGC
50
J. Goldman & Co
New York
$4.86M 87,203 +87,203 New
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