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Workiva
WK

Overview Fund Activity

83 hedge funds and large institutions have $307M invested in Workiva in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
13
Increased
29
Reduced
21
Closed
8
Calls
$593K
Puts
$150K
Net Calls
+$443K
Net Calls Change
+$30K

Top Buyers

1
DAM
1
Dorsey Asset Management
Illinois
$23.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.54M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.9M
4
Millennium Management
4
Millennium Management
New York
$3.74M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$9.11M

Top Sellers

1
FCM
1
Frontier Capital Management
Massachusetts
$8.41M
2
DGI
2
Discovery Group I
Illinois
$27M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.62M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.06M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$656K
Name Market Value Shares Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$2.26M 108,305 +16,200 +18%
EI
27
EAM Investors
California
$2.12M 101,779 +101,779 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.12M 101,597 +5,033 +5%
Charles Schwab
29
Charles Schwab
California
$2.1M 100,693 +18,099 +22%
Two Sigma Investments
30
Two Sigma Investments
New York
$2.06M 98,858 -32,340 -25%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$2.04M 98,010 +47,089 +92%
TA
32
Teachers Advisors
New York
$1.54M 73,880 +2,800 +4%
FAM
33
Foxhaven Asset Management
Virginia
$1.53M 73,424 +73,424 New
IFAM
34
Institutional & Family Asset Management
Colorado
$1.51M 72,203 – –
OCM
35
Osterweis Capital Management
California
$1.43M 68,750 +68,750 New
Bank of America
36
Bank of America
North Carolina
$1.24M 59,595 +13,102 +28%
Wells Fargo
37
Wells Fargo
California
$1.11M 53,198 +10,917 +26%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.09M 52,100 +100 +0.2%
PP
39
PDT Partners
New York
$997K 47,800 – –
OIA
40
OneDigital Investment Advisors
Kansas
$867K 41,602 – –
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$826K 39,601 -4,367 -10%
Swiss National Bank
42
Swiss National Bank
Switzerland
$814K 39,021 – –
SO
43
STRS Ohio
Ohio
$752K 36,100 +14,400 +66%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$656K 31,478 -27,083 -46%
CS
45
Credit Suisse
Switzerland
$571K 27,413 +8,302 +43%
APP
46
Avantax Planning Partners
Iowa
$570K 27,332 – –
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$557K 26,700 – –
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$553K 26,501 +370 +1%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$550K 26,388 – –
Citadel Advisors
50
Citadel Advisors
Florida
$543K 26,029 -23,864 -48%
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