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Workiva
WK

Overview Fund Activity

74 hedge funds and large institutions have $138M invested in Workiva in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
34
Reduced
14
Closed
11
Calls
$149K
Puts
$180K
Net Calls
-$31K
Net Calls Change
-$62K

Top Buyers

1
WEO
1
William E. Oberndorf
$23.3M
2
HRCM
2
Hawk Ridge Capital Management
California
$3.28M
3
PCR
3
Potrero Capital Research
California
$2.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.3M
5
BFA
5
BlackRock Fund Advisors
California
$9.57M

Top Sellers

1
CCM
1
Cadian Capital Management
New York
$11.8M
2
NCGI
2
Next Century Growth Investors
Minnesota
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.12M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
26
Teachers Advisors
New York
$972K +$455K +33,349 +88%
Charles Schwab
27
Charles Schwab
California
$933K +$46.3K +3,388 +5%
Renaissance Technologies
28
Renaissance Technologies
New York
$833K +$325K +23,800 +64%
HighTower Advisors
29
HighTower Advisors
Illinois
$775K +$16K +1,170 +2%
WSA
30
Wall Street Associates
California
$703K -$642K -47,000 -48%
SIM
31
Spark Investment Management
New York
$678K -$250K -18,300 -27%
Bank of America
32
Bank of America
North Carolina
$657K +$643K +47,133 +4,541%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$618K -$16.4K -1,200 -3%
Wells Fargo
34
Wells Fargo
California
$581K +$174K +12,783 +43%
UBS AM
35
UBS AM
Illinois
$556K +$120K +8,810 +28%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$534K +$108K +7,882 +25%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$511K +$511K +37,427 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$438K +$438K +32,115 New
NSIM
39
North Star Investment Management
Illinois
$432K – – –
Swiss National Bank
40
Swiss National Bank
Switzerland
$430K – – –
Citadel Advisors
41
Citadel Advisors
Florida
$390K +$390K +28,576 New
APP
42
Avantax Planning Partners
Iowa
$373K +$373K +27,332 New
GCM
43
Glaxis Capital Management
Florida
$362K +$362K +26,500 New
Deutsche Bank
44
Deutsche Bank
Germany
$351K +$289K +21,233 +463%
TI
45
Trexquant Investment
Connecticut
$348K +$348K +25,495 New
UBS Group
46
UBS Group
Switzerland
$343K +$42.6K +3,121 +14%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$304K +$22.7K +1,666 +8%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$251K – – –
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$227K – – –
Citigroup
50
Citigroup
New York
$201K +$175K +12,761 +659%
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