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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
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 Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
151
Victory Capital Management
Texas
$229K -$240K -4,493 -51%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$204K +$72.1K +1,351 +55%
AIP
153
Ameritas Investment Partners
Nebraska
$182K +$8.9K +166 +5%
QCG
154
Quadrant Capital Group
Ohio
$103K +$103K +1,917 New
PFBT
155
Parkside Financial Bank & Trust
Missouri
$97K +$92.7K +1,726 +2,158%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$88K – – –
SO
157
STRS Ohio
Ohio
$58K +$58K +1,100 New
SCA
158
Stonebridge Capital Advisors
Minnesota
$53K +$53K +1,000 New
FHA
159
First Horizon Advisors
Tennessee
$44K +$2.51K +47 +6%
Macquarie Group
160
Macquarie Group
Australia
$42K +$42K +793 New
Osaic Holdings
161
Osaic Holdings
Arizona
$37K +$13.8K +256 +60%
Truist Financial
162
Truist Financial
North Carolina
$34K +$34K +634 New
Fidelity International
163
Fidelity International
Bermuda
$28K +$6.67K +125 +31%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.5K – – –
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$22K +$22K +404 New
SFS
166
Sowell Financial Services
Arkansas
$19K +$739 +14 +4%
Federated Hermes
167
Federated Hermes
Pennsylvania
$17K -$1.1K -20 -6%
PA
168
Procyon Advisors
Connecticut
$17K – – –
PCG
169
Private Capital Group
Connecticut
$16K -$6.03K -112 -27%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14K +269 New
CFA
171
Carroll Financial Associates
North Carolina
$12K +$12K +226 New
HFA
172
HC Financial Advisors
California
$7K – – –
AS
173
Altshuler Shaham
Israel
$7K +$7K +139 New
AIM
174
Anchor Investment Management
South Carolina
$6.21K +$6.21K +116 New
AF
175
Advisornet Financial
Minnesota
$5K +$843 +15 +20%
4 5 6
7
8