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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.

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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$20.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$157M
3
HRCM
Hawk Ridge Capital Management
California
$0
4
Millennium Management
Millennium Management
New York
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$974K
Name Holding Trade Value Shares
Change 		Shares
Change %
Skandinaviska Enskilda Banken (SEB)
126
Skandinaviska Enskilda Banken (SEB)
Sweden
$348K – – –
Principal Financial Group
127
Principal Financial Group
Iowa
$339K +$339K +6,343 New
RJA
128
Raymond James & Associates
Florida
$336K +$336K +6,280 New
JPMPWA
129
J.P. Morgan Private Wealth Advisors
California
$331K +$331K +6,187 New
AB
130
Amalgamated Bank
New York
$329K -$20.9K -390 -6%
OA
131
Oak Associates
Ohio
$325K +$325K +6,080 New
Prudential Financial
132
Prudential Financial
New Jersey
$317K +$317K +5,926 New
Squarepoint
133
Squarepoint
New York
$313K +$313K +5,854 New
Baird Financial Group
134
Baird Financial Group
Wisconsin
$312K +$312K +5,839 New
PTC
135
Petrus Trust Company
Texas
$307K +$307K +5,735 New
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$300K +$300K +5,600 New
Simplex Trading
137
Simplex Trading
Illinois
$299K +$44.1K +827 +17%
QC
138
Quadrature Capital
United Kingdom
$298K +$298K +5,551 New
BFM
139
Boothbay Fund Management
New York
$286K +$286K +5,355 New
SF
140
Synovus Financial
Georgia
$280K -$178K -3,334 -39%
MOS
141
MGO One Seven
Ohio
$280K +$280K +5,232 New
ProShare Advisors
142
ProShare Advisors
Maryland
$279K +$279K +5,221 New
DT
143
Diversified Trust
Tennessee
$277K +$277K +5,173 New
Public Employees Retirement Association of Colorado
144
Public Employees Retirement Association of Colorado
Colorado
$268K – – –
SRC
145
Sage Rhino Capital
California
$267K +$267K +5,000 New
SRAM
146
Stone Ridge Asset Management
New York
$248K -$299K -5,600 -55%
GAM
147
Gotham Asset Management
New York
$247K +$247K +4,623 New
ECM
148
ETrade Capital Management
Virginia
$237K +$237K +4,426 New
Jane Street
149
Jane Street
New York
$236K -$329K -6,143 -58%
AG
150
Aperio Group
California
$236K +$236K +4,408 New
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