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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 %
CSS
76
Cubist Systematic Strategies
Connecticut
$2M 35,861 +23,155 +182%
Los Angeles Capital Management
77
Los Angeles Capital Management
California
$1.88M 33,645 -5,690 -14%
UBS AM
78
UBS AM
Illinois
$1.75M 31,389 -1,496 -5%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$1.66M 29,778 -1,225 -4%
GKFF
80
George Kaiser Family Foundation
Oklahoma
$1.64M 29,400 +29,400 New
SG Americas Securities
81
SG Americas Securities
New York
$1.52M 27,195 +11,036 +68%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$1.45M 25,510 +7,301 +40%
CS
83
Credit Suisse
Switzerland
$1.43M 25,598 -28,017 -52%
TRCT
84
Tower Research Capital (TRC)
New York
$1.31M 23,454 +12,140 +107%
AIG
85
American International Group
New York
$1.3M 23,384 -110 -0.5%
WCM
86
Weld Capital Management
New York
$1.27M 22,810 +15,971 +234%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.27M 22,732 -274 -1%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$1.26M 22,574 +120 +0.5%
Voloridge Investment Management
89
Voloridge Investment Management
Florida
$1.22M 21,841 +13,417 +159%
Legal & General Group
90
Legal & General Group
United Kingdom
$1.15M 20,590 -1,128 -5%
US Bancorp
91
US Bancorp
Minnesota
$1.13M 20,285 +510 +3%
UBS Group
92
UBS Group
Switzerland
$1.12M 20,045 -837 -4%
IFAM
93
Institutional & Family Asset Management
Colorado
$1.06M 18,983 – –
WG
94
Winton Group
United Kingdom
$1.06M 18,938 +18,938 New
JCIA
95
Jackson Creek Investment Advisors
Colorado
$1.04M 18,648 +18,648 New
FWM
96
Frontier Wealth Management
Missouri
$1.03M 18,415 – –
Barclays
97
Barclays
United Kingdom
$1M 17,970 -3,494 -16%
MIM
98
MetLife Investment Management
New Jersey
$946K 16,962 – –
FPB
99
First PREMIER Bank
South Dakota
$939K 16,855 – –
Mariner
100
Mariner
Kansas
$931K 16,695 – –
2 3
4
5 6