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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.

New
Increased
Maintained
Reduced
Closed

10,325% more call options, than puts

Call options by funds: $417K | Put options by funds: $4K

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

35% more capital invested

Capital invested by funds: $190M → $257M (+$66.7M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more funds holding

Funds holding: 7079 (+9)

4.2% more ownership

Funds ownership: 39.95%44.15% (+4.2%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$1.75M +$135K +7,614 +9%
Charles Schwab
27
Charles Schwab
California
$1.57M +$186K +10,518 +15%
IFAM
28
Institutional & Family Asset Management
Colorado
$1.38M
TA
29
Teachers Advisors
New York
$1.35M -$32.1K -1,814 -2%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.12M -$590K -33,390 -36%
Millennium Management
31
Millennium Management
New York
$1.09M +$301K +17,011 +42%
HighTower Advisors
32
HighTower Advisors
Illinois
$991K -$101K -5,732 -10%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$970K +$182K +10,280 +25%
Citadel Advisors
34
Citadel Advisors
Florida
$950K +$558K +31,534 +172%
PP
35
PDT Partners
New York
$911K +$845K +47,800 New
Bank of America
36
Bank of America
North Carolina
$886K -$341K -19,288 -29%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$838K +$12.4K +700 +2%
Wells Fargo
38
Wells Fargo
California
$805K +$6.84K +387 +0.9%
OIA
39
OneDigital Investment Advisors
Kansas
$793K +$736K +41,602 New
Swiss National Bank
40
Swiss National Bank
Switzerland
$743K +$79.6K +4,500 +13%
APP
41
Avantax Planning Partners
Iowa
$521K
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$509K +$93.7K +5,299 +25%
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$503K +$467K +26,388 New
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$498K +$54K +3,055 +13%
HHC
45
Hutchin Hill Capital
New York
$446K -$113K -6,400 -21%
SO
46
STRS Ohio
Ohio
$413K +$357K +20,200 +1,347%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$406K -$33.6K -1,900 -8%
CS
48
Credit Suisse
Switzerland
$364K -$2.94M -166,013 -90%
TC
49
Telemus Capital
Michigan
$343K
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$316K