Workiva
216 hedge funds and large institutions have $3.25B invested in Workiva in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 75 increasing their positions, 67 reducing their positions, and 17 closing their positions.
891% more call options, than puts
Call options by funds: $15.7M | Put options by funds: $1.58M
182% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 17
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
77% more capital invested
Capital invested by funds: $1.83B → $3.25B (+$1.42B)
16% more funds holding
Funds holding: 186 → 216 (+30)
12% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 67
5.35% more ownership
Funds ownership: 83.72% → 89.07% (+5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$56.4M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$52.1M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$27.4M |
| 4 |
JP Morgan Chase
New York
|
+$21.9M |
| 5 |
Millennium Management
New York
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$43.9M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$22.2M |
| 3 |
Two Sigma Investments
New York
|
-$9.48M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.49M |
| 5 |
Renaissance Technologies
New York
|
-$6.9M |
WK Hedge Fund Activity: Q4 2020 in Review
216 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2020, worth a combined $3.25B — up 77% from $1.83B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new WK positions and 17 closed out — a net gain of 31 holders — while 75 added to existing stakes and 67 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $56.4M. The largest seller was Fidelity Investments, cutting an estimated $43.9M.
- 216 institutional investors held Workiva (WK) as of Q4 2020, up from 186 in Q3 2020.
- Funds reported $3.25B of Workiva stock for Q4 2020, up 77% quarter-over-quarter.
- 48 funds opened new Workiva positions in Q4 2020 and 17 closed out, a net change of +31 holders.
- The largest Workiva buyer in Q4 2020 was T. Rowe Price Associates, an estimated $56.4M added.
- The largest Workiva seller in Q4 2020 was Fidelity Investments, an estimated $43.9M sold.
Based on aggregated 13F filings for Q4 2020.