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Workiva
WK

Overview Fund Activity

178 hedge funds and large institutions have $1.68B invested in Workiva in 2020 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
178
Holders Change
+38
Holders Change %
+27.14%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
53
Increased
66
Reduced
41
Closed
15
Calls
$4.24M
Puts
$2.41M
Net Calls
+$1.83M
Net Calls Change
+$1.99M

Top Buyers

1
PIMC
1
Praesidium Investment Management Company
New York
$34.4M
2
CIP
2
Champlain Investment Partners
Vermont
$31.9M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$29.2M
4
RP
4
Riverbridge Partners
Minnesota
$76.8M
5
GIM
5
Granahan Investment Management
Massachusetts
$23.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$20.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$157M
3
HRCM
3
Hawk Ridge Capital Management
California
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$974K
Name Market Value Shares Shares
Change 		Shares
Change %
MWNA
76
Marshall Wace North America
New York
$1.92M 35,929 +32,822 +1,056%
Marshall Wace
77
Marshall Wace
United Kingdom
$1.87M 35,030 +35,030 New
MMA
78
Miracle Mile Advisors
California
$1.87M 35,000 +35,000 New
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$1.76M 32,958 +16,814 +104%
UBS AM
80
UBS AM
Illinois
$1.76M 32,885 -3,237 -9%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$1.66M 31,003 +19,748 +175%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$1.35M 25,147 +12,163 +94%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.26M 23,006 -585 -2%
AIG
84
American International Group
New York
$1.26M 23,494 +1,741 +8%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$1.2M 22,454 -860 -4%
Legal & General Group
86
Legal & General Group
United Kingdom
$1.16M 21,718 +3,448 +19%
Barclays
87
Barclays
United Kingdom
$1.15M 21,464 +383 +2%
UBS Group
88
UBS Group
Switzerland
$1.12M 20,882 +2,615 +14%
Invesco
89
Invesco
Georgia
$1.11M 20,756 -66,883 -76%
US Bancorp
90
US Bancorp
Minnesota
$1.06M 19,775 +4,780 +32%
IFAM
91
Institutional & Family Asset Management
Colorado
$1.02M 18,983 – –
3C
92
361 Capital
Colorado
$998K 18,661 +18,661 New
FWM
93
Frontier Wealth Management
Missouri
$985K 18,415 – –
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$974K 18,209 -235,754 -93%
Holocene Advisors
95
Holocene Advisors
New York
$912K 17,045 +17,045 New
MIM
96
MetLife Investment Management
New Jersey
$907K 16,962 +1,341 +9%
FPB
97
First PREMIER Bank
South Dakota
$901K 16,855 – –
Mariner
98
Mariner
Kansas
$893K 16,695 +400 +2%
SG Americas Securities
99
SG Americas Securities
New York
$864K 16,159 +2,100 +15%
Luther King Capital Management (LKCM)
100
Luther King Capital Management (LKCM)
Texas
$802K 15,000 +15,000 New
2 3
4
5 6