Workiva
50 hedge funds and large institutions have $138M invested in Workiva in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 7 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 12
34% more capital invested
Capital invested by funds: $103M → $138M (+$35.1M)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
5.03% more ownership
Funds ownership: 26.92% → 31.95% (+5%)
2% more funds holding
Funds holding: 49 → 50 (+1)
Top Buyers
Top Sellers
WK Hedge Fund Activity: Q3 2015 in Review
50 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2015, worth a combined $138M — up 34% from $103M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WK positions and 7 closed out — a net gain of 1 holder — while 23 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Fidelity Investments, cutting an estimated $3.22M.
- 50 institutional investors held Workiva (WK) as of Q3 2015, up from 49 in Q2 2015.
- Funds reported $138M of Workiva stock for Q3 2015, up 34% quarter-over-quarter.
- 8 funds opened new Workiva positions in Q3 2015 and 7 closed out, a net change of +1 holder.
- The largest Workiva buyer in Q3 2015 was Morgan Stanley, an estimated $14.5M added.
- The largest Workiva seller in Q3 2015 was Fidelity Investments, an estimated $3.22M sold.
Based on aggregated 13F filings for Q3 2015.