Workiva
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.
37% more call options, than puts
Call options by funds: $3.47M | Put options by funds: $2.52M
32% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 28
9% more capital invested
Capital invested by funds: $1.68B → $1.83B (+$157M)
4% more funds holding
Funds holding: 178 → 186 (+8)
2.51% more ownership
Funds ownership: 81.22% → 83.72% (+2.5%)
9% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 56
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$31M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$24.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.4M |
| 4 |
PIMC
Praesidium Investment Management Company
New York
|
+$10.8M |
| 5 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$8.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VEPM
Vista Equity Partners Management
San Francisco,
California
|
-$13.2M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$7.14M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$6.15M |
| 4 |
HCM
Harspring Capital Management
New York
|
-$5.62M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.06M |
WK Hedge Fund Activity: Q3 2020 in Review
186 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2020, worth a combined $1.83B — up 9.4% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new WK positions and 28 closed out — a net gain of 9 holders — while 61 added to existing stakes and 56 trimmed.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $31M. The largest seller was Vista Equity Partners Management, exiting entirely with an estimated $13.2M sold.
- 186 institutional investors held Workiva (WK) as of Q3 2020, up from 178 in Q2 2020.
- Funds reported $1.83B of Workiva stock for Q3 2020, up 9.4% quarter-over-quarter.
- 37 funds opened new Workiva positions in Q3 2020 and 28 closed out, a net change of +9 holders.
- The largest Workiva buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $31M added.
- The largest Workiva seller in Q3 2020 was Vista Equity Partners Management, an estimated $13.2M sold.
Based on aggregated 13F filings for Q3 2020.