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Workiva
WK

Overview Fund Activity

96 hedge funds and large institutions have $341M invested in Workiva in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+13
Holders Change %
+15.66%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
20
Increased
32
Reduced
22
Closed
6
Calls
$319K
Puts
$1.31M
Net Calls
-$986K
Net Calls Change
-$1.43M

Top Buyers

1
FAM
1
Foxhaven Asset Management
Virginia
$15.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$16.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$4.26M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.6M

Top Sellers

1
MC
1
Menta Capital
California
$689K
2
OCM
2
Osterweis Capital Management
California
$0
3
EI
3
EAM Investors
California
$922K
4
IFAM
4
Institutional & Family Asset Management
Colorado
$571K
5
Chevy Chase Trust
5
Chevy Chase Trust
Maryland
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$2.96M 138,205 +29,900 +28%
Morgan Stanley
27
Morgan Stanley
New York
$2.91M 135,763 +10,248 +8%
Charles Schwab
28
Charles Schwab
California
$2.43M 113,579 +12,886 +13%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.23M 104,073 +2,476 +2%
OCM
30
Orser Capital Management
Texas
$2.05M 94,160 +94,160 New
Chevy Chase Trust
31
Chevy Chase Trust
Maryland
$1.72M 80,244 -43,435 -35%
TA
32
Teachers Advisors
New York
$1.58M 73,880 – –
PP
33
PDT Partners
New York
$1.29M 60,200 +12,400 +26%
Wells Fargo
34
Wells Fargo
California
$1.16M 54,375 +1,177 +2%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.11M 52,100 – –
Citadel Advisors
36
Citadel Advisors
Florida
$1.06M 49,333 +23,304 +90%
UBS Group
37
UBS Group
Switzerland
$1.05M 48,849 +35,672 +271%
EGI
38
EAM Global Investors
California
$1.04M 48,573 +48,573 New
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$1.03M 48,086 +16,608 +53%
EI
40
EAM Investors
California
$922K 43,070 -58,709 -58%
OIA
41
OneDigital Investment Advisors
Kansas
$890K 41,602 – –
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$861K 40,244 +643 +2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$835K 39,021 – –
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$770K 35,970 +15,819 +79%
SO
45
STRS Ohio
Ohio
$759K 35,500 -600 -2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$690K 32,256 +32,256 New
MC
47
Menta Capital
California
$689K 32,176 -102,047 -76%
Grantham, Mayo, Van Otterloo & Co (GMO)
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$661K 30,900 +30,900 New
GCP
49
GSA Capital Partners
United Kingdom
$605K 28,291 +17,530 +163%
Mariner
50
Mariner
Kansas
$585K 27,332 +27,332 New
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