WK icon

Workiva
WK

Overview Fund Activity

71 hedge funds and large institutions have $195M invested in Workiva in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
17
Increased
23
Reduced
21
Closed
5
Calls
$31K
Puts
–
Net Calls
+$31K
Net Calls Change
+$19K

Top Buyers

1
NCGI
1
Next Century Growth Investors
Minnesota
$12.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$16M
3
Millennium Management
3
Millennium Management
New York
$2.09M
4
EGM
4
Espalier Global Management
New York
$1.81M
5
WSA
5
Wall Street Associates
California
$1.79M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$4.08M
2
Bank of America
2
Bank of America
North Carolina
$19K
3
WA
3
Wasatch Advisors
Utah
$2.71M
4
Morgan Stanley
4
Morgan Stanley
New York
$29M
5
CCM
5
Cadian Capital Management
New York
$44.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$1.18M 64,926 +2,866 +5%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.01M 55,662 -7,445 -12%
Two Sigma Investments
28
Two Sigma Investments
New York
$993K 54,769 +54,769 New
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$842K 46,468 +400 +0.9%
BCM
30
BTC Capital Management
Iowa
$821K 45,300 – –
Ameriprise
31
Ameriprise
Minnesota
$751K 41,415 -22,200 -35%
TA
32
Teachers Advisors
New York
$686K 37,865 +2,629 +7%
Goldman Sachs
33
Goldman Sachs
New York
$684K 37,751 +37,751 New
Renaissance Technologies
34
Renaissance Technologies
New York
$674K 37,200 -20,600 -36%
UBS AM
35
UBS AM
Illinois
$578K 31,893 +31,893 New
NSIM
36
North Star Investment Management
Illinois
$574K 31,680 – –
Swiss National Bank
37
Swiss National Bank
Switzerland
$571K 31,521 – –
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$567K 31,259 – –
Wells Fargo
39
Wells Fargo
California
$540K 29,814 -4,861 -14%
SO
40
STRS Ohio
Ohio
$485K 26,800 -8,300 -24%
MC
41
Menta Capital
California
$484K 26,684 -26,832 -50%
UBS Group
42
UBS Group
Switzerland
$399K 21,993 +5,993 +37%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$373K 20,600 +4,453 +28%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$334K 18,400 +11,800 +179%
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$301K 16,594 – –
NFA
46
Nationwide Fund Advisors
Ohio
$257K 14,188 – –
FPB
47
First PREMIER Bank
South Dakota
$257K 14,177 +2,670 +23%
EA
48
Emerald Acquisition
Washington
$254K 14,027 +14,027 New
VKH
49
Virtu KCG Holdings
New York
$231K 12,763 +12,763 New
AIG
50
American International Group
New York
$230K 12,666 +19 +0.2%
1
2
3 4