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Workiva
WK

63 hedge funds and large institutions have $160M invested in Workiva in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

26% more funds holding

Funds holding: 50 → 63 (+13)

15% more capital invested

Capital invested by funds: $138M → $160M (+$21.1M)

0.29% less ownership

Funds ownership: 31.95% → 31.65% (-0.29%)

Holders
63
Holders Change
+13
Holders Change %
+26%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
23
Reduced
12
Closed
6
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
-$87K

Top Buyers

Rank Fund Capital Flow
1
RFC
Russell Frank Company
Washington
+$1.46M
2
MPI
Mairs & Power Inc
Minnesota
+$1.44M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.37M
4
TCM
Timpani Capital Management
Wisconsin
+$1.32M
5
EI
EAM Investors
California
+$985K

Top Sellers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
-$3.69M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.89M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$2.01M
4
HRCM
Hood River Capital Management
Florida
-$960K
5
HighTower Advisors
HighTower Advisors
Illinois
-$959K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
BTC Capital Management
Iowa
$796K +$322K +18,619 +70%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$740K +$89K +5,152 +14%
Charles Schwab
28
Charles Schwab
California
$698K +$122K +7,047 +22%
TM
29
Thrax Management
New York
$609K +$599K +34,655 New
SO
30
STRS Ohio
Ohio
$569K +$466K +27,002 +500%
NSIM
31
North Star Investment Management
Illinois
$557K +$547K +31,680 New
Calamos Advisors
32
Calamos Advisors
Illinois
$541K -$98.5K -5,700 -16%
BCM
33
BlueCrest Capital Management
Jersey
$527K +$518K +30,003 New
Swiss National Bank
34
Swiss National Bank
Switzerland
$447K +$439K +25,421 New
BIM
35
BlackRock Investment Management
Delaware
$445K +$7.69K +445 +2%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$440K +$432K +25,034 New
SIM
37
Spark Investment Management
New York
$360K +$354K +20,500 New
UBS Group
38
UBS Group
Switzerland
$310K +$28.5K +1,650 +10%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$238K +$3.46K +200 +1%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$220K +$216K +12,500 New
FAM
41
Fortaleza Asset Management
Illinois
$211K +$207K +12,005 New
Renaissance Technologies
42
Renaissance Technologies
New York
$206K +$202K +11,700 New
FPB
43
First PREMIER Bank
South Dakota
$202K +$199K +11,507 New
TA
44
Teachers Advisors
New York
$185K – – –
Two Sigma Investments
45
Two Sigma Investments
New York
$183K +$180K +10,400 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$116K – – –
Bank of America
47
Bank of America
North Carolina
$116K +$113K +6,570 +25,269%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$109K +$101K +5,835 +1,523%
NFA
49
Nationwide Fund Advisors
Ohio
$82K +$5.13K +297 +7%
AIG
50
American International Group
New York
$75K -$138 -8 -0.2%
1
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WK Hedge Fund Activity: Q4 2015 in Review

63 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2015, worth a combined $160M — up 15% from $138M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WK positions and 6 closed out — a net gain of 13 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Russell Frank Company, opening a new position worth an estimated $1.46M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $3.69M sold.

  • 63 institutional investors held Workiva (WK) as of Q4 2015, up from 50 in Q3 2015.
  • Funds reported $160M of Workiva stock for Q4 2015, up 15% quarter-over-quarter.
  • 19 funds opened new Workiva positions in Q4 2015 and 6 closed out, a net change of +13 holders.
  • The largest Workiva buyer in Q4 2015 was Russell Frank Company, an estimated $1.46M added.
  • The largest Workiva seller in Q4 2015 was Eaton Vance Management, an estimated $3.69M sold.

Based on aggregated 13F filings for Q4 2015.