WK icon

Workiva
WK

Overview Fund Activity

79 hedge funds and large institutions have $257M invested in Workiva in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
13
Increased
33
Reduced
21
Closed
4
Calls
$417K
Puts
$4K
Net Calls
+$413K
Net Calls Change
-$26K

Top Buyers

1
DGI
1
Discovery Group I
Illinois
$25.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.01M
3
SIM
3
Spark Investment Management
New York
$4.49M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.02M

Top Sellers

1
CCM
1
Cadian Capital Management
New York
$0
2
HRCM
2
Hawk Ridge Capital Management
California
$10.9M
3
CS
3
Credit Suisse
Switzerland
$364K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.55M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$1.76M 92,105 +7,614 +9%
Charles Schwab
27
Charles Schwab
California
$1.57M 82,594 +10,518 +15%
IFAM
28
Institutional & Family Asset Management
Colorado
$1.38M 72,203 – –
TA
29
Teachers Advisors
New York
$1.35M 71,080 -1,814 -2%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.12M 58,561 -33,390 -36%
Millennium Management
31
Millennium Management
New York
$1.09M 57,126 +17,011 +42%
HighTower Advisors
32
HighTower Advisors
Illinois
$991K 52,000 -5,732 -10%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$970K 50,921 +10,280 +25%
Citadel Advisors
34
Citadel Advisors
Florida
$950K 49,893 +31,534 +172%
PP
35
PDT Partners
New York
$911K 47,800 +47,800 New
Bank of America
36
Bank of America
North Carolina
$886K 46,493 -19,288 -29%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$838K 43,968 +700 +2%
Wells Fargo
38
Wells Fargo
California
$805K 42,281 +387 +0.9%
OIA
39
OneDigital Investment Advisors
Kansas
$793K 41,602 +41,602 New
Swiss National Bank
40
Swiss National Bank
Switzerland
$743K 39,021 +4,500 +13%
APP
41
Avantax Planning Partners
Iowa
$521K 27,332 – –
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$509K 26,700 +5,299 +25%
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$503K 26,388 +26,388 New
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$498K 26,131 +3,055 +13%
HHC
45
Hutchin Hill Capital
New York
$446K 23,400 -6,400 -21%
SO
46
STRS Ohio
Ohio
$413K 21,700 +20,200 +1,347%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$406K 21,300 -1,900 -8%
CS
48
Credit Suisse
Switzerland
$364K 19,111 -166,013 -90%
TC
49
Telemus Capital
Michigan
$343K 18,000 – –
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$316K 16,594 – –
1
2
3 4