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Workiva
WK

38 hedge funds and large institutions have $98.5M invested in Workiva in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 2 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

73% more funds holding

Funds holding: 22 → 38 (+16)

1% less capital invested

Capital invested by funds: $99.5M → $98.5M (-$1.03M)

2.77% less ownership

Funds ownership: 27.41% → 24.64% (-2.8%)

80% less call options, than puts

Call options by funds: $10K | Put options by funds: $49K

83% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 12

Holders
38
Holders Change
+16
Holders Change %
+72.73%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
2
Reduced
12
Closed
6
Calls
$10K
Puts
$49K
Net Calls
-$39K
Net Calls Change
-$39K

Top Buyers

1
CCM
Cadian Capital Management
New York
+$28.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.79M
3
BFA
BlackRock Fund Advisors
California
+$2.75M
4
PAM
Panagora Asset Management
Massachusetts
+$891K
5
BIT
BlackRock Institutional Trust
California
+$781K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.6M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$13.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.9M
4
Millennium Management
Millennium Management
New York
-$1.02M
5
Norges Bank
Norges Bank
Norway
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teachers Advisors
New York
$101K +$97.3K +7,011 New
BA
27
BlackRock Advisors
Delaware
$48K +$46.5K +3,352 New
SO
28
STRS Ohio
Ohio
$34K +$33.3K +2,400 New
NFA
29
Nationwide Fund Advisors
Ohio
$24K +$23.2K +1,669 New
UBS Group
30
UBS Group
Switzerland
$14K +$13.9K +1,000 New
TRCT
31
Tower Research Capital (TRC)
New York
$11K -$138K -9,914 -93%
Wells Fargo
32
Wells Fargo
California
$7K +$6.94K +500 New
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$2.45K +$2.36K +170 New
Barclays
34
Barclays
United Kingdom
$2K -$278 -20 -12%
Simplex Trading
35
Simplex Trading
Illinois
$1K +$1.07K +77 New
Citigroup
36
Citigroup
New York
$1K +$1.36K +98 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1K +$1.39K +100 New
CWAM
38
Columbia Wanger Asset Management
Illinois
– -$13.3M -991,581 Closed
Norges Bank
39
Norges Bank
Norway
– -$1M -75,000 Closed
PC
40
Passport Capital
California
– -$1M -75,000 Closed
Deutsche Bank
41
Deutsche Bank
Germany
– -$925K -66,650 -100%
Ameriprise
42
Ameriprise
Minnesota
– -$313K -23,348 Closed
AH
43
Achievement Holdings
Illinois
– -$268K -20,000 Closed
Bank of America
44
Bank of America
North Carolina
– -$7K -500 Closed
1
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WK Hedge Fund Activity: Q1 2015 in Review

38 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q1 2015, worth a combined $98.5M — down 1% from $99.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WK positions and 6 closed out — a net gain of 16 holders — while 2 added to existing stakes and 12 trimmed.

The largest buyer was Cadian Capital Management, adding an estimated $28.7M. The largest seller was Morgan Stanley, cutting an estimated $13.6M.

  • 38 institutional investors held Workiva (WK) as of Q1 2015, up from 22 in Q4 2014.
  • Funds reported $98.5M of Workiva stock for Q1 2015, down 1% quarter-over-quarter.
  • 22 funds opened new Workiva positions in Q1 2015 and 6 closed out, a net change of +16 holders.
  • The largest Workiva buyer in Q1 2015 was Cadian Capital Management, an estimated $28.7M added.
  • The largest Workiva seller in Q1 2015 was Morgan Stanley, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2015.