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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 %
SBH
51
Segall Bryant & Hamill
Illinois
$4.61M 82,652 +20,535 +33%
Citadel Advisors
52
Citadel Advisors
Florida
$4.43M 79,515 +13,399 +20%
Swiss National Bank
53
Swiss National Bank
Switzerland
$4.39M 78,721 +1,800 +2%
Citigroup
54
Citigroup
New York
$4.27M 76,515 -65,689 -46%
EAM
55
EULAV Asset Management
Florida
$4.26M 76,400 – –
OCM
56
Orser Capital Management
Texas
$4.18M 74,925 -3,080 -4%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$4.07M 70,726 -2,190 -3%
SEI Investments
58
SEI Investments
Pennsylvania
$3.88M 69,635 +10,223 +17%
FCM
59
Frontier Capital Management
Massachusetts
$3.71M 66,588 +66,588 New
PAM
60
Panagora Asset Management
Massachusetts
$3.55M 63,674 +5,435 +9%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$3.3M 59,183 +1,263 +2%
EGM
62
Engineers Gate Manager
New York
$3.26M 58,532 +22,507 +62%
OAM
63
Oppenheimer Asset Management
New York
$2.95M 52,883 +1,178 +2%
HighTower Advisors
64
HighTower Advisors
Illinois
$2.94M 52,764 -1,655 -3%
AllianceBernstein
65
AllianceBernstein
Tennessee
$2.86M 51,330 -5,250 -9%
ISL
66
Ingalls & Snyder LLC
New York
$2.8M 50,232 -4,563 -8%
PP
67
PDT Partners
New York
$2.55M 45,639 -6,936 -13%
EVM
68
Eaton Vance Management
Massachusetts
$2.53M 45,300 – –
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$2.49M 44,629 -11,035 -20%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$2.39M 42,792 +9,834 +30%
OIA
71
OneDigital Investment Advisors
Kansas
$2.32M 41,602 – –
Morgan Stanley
72
Morgan Stanley
New York
$2.32M 41,550 -63,152 -60%
PPA
73
Parametric Portfolio Associates
Washington
$2.16M 38,692 +2,064 +6%
State of New Jersey Common Pension Fund D
74
State of New Jersey Common Pension Fund D
New Jersey
$2.14M 38,409 -9,832 -20%
Ameriprise
75
Ameriprise
Minnesota
$2.05M 36,850 -24 -0.1%
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