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Workiva
WK

Overview Fund Activity

106 hedge funds and large institutions have $450M invested in Workiva in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+10
Holders Change %
+10.42%
% of All Funds
2.43%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
24
Increased
32
Reduced
27
Closed
14
Calls
$1.19M
Puts
$246K
Net Calls
+$947K
Net Calls Change
+$1.93M

Top Buyers

1
RP
Riverbridge Partners
Minnesota
$31M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$25.1M
3
Morgan Stanley
Morgan Stanley
New York
$14.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$26M
5
FAM
Foxhaven Asset Management
Virginia
$24M

Top Sellers

1
WEO
William E. Oberndorf
$41.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$12M
3
DAM
Dorsey Asset Management
Illinois
$23.8M
4
Millennium Management
Millennium Management
New York
$0
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$3.58M -$422K -17,800 -11%
TCIM
27
TIAA CREF Investment Management
New York
$3.49M +$216K +9,133 +7%
Charles Schwab
28
Charles Schwab
California
$2.84M +$145K +6,101 +5%
Deutsche Bank
29
Deutsche Bank
Germany
$2.8M -$1.37M -57,636 -33%
Bank of America
30
Bank of America
North Carolina
$2.72M +$2.08M +87,562 +322%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.48M +$10.7K +451 +0.4%
OAM
32
Oxford Asset Management
United Kingdom
$2.45M -$1.33M -56,025 -35%
RA
33
Royce & Associates
New York
$2.37M +$2.37M +100,000 New
TA
34
Teachers Advisors
New York
$2.01M +$259K +10,923 +15%
Chevy Chase Trust
35
Chevy Chase Trust
Maryland
$1.9M – – –
Citadel Advisors
36
Citadel Advisors
Florida
$1.74M +$575K +24,274 +49%
Barclays
37
Barclays
United Kingdom
$1.44M +$1.31M +55,430 +1,011%
Jane Street
38
Jane Street
New York
$1.44M +$1.44M +60,685 New
Wells Fargo
39
Wells Fargo
California
$1.24M -$45.6K -1,923 -4%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.21M -$23.7K -1,000 -2%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$1.16M +$18.8K +793 +2%
PP
42
PDT Partners
New York
$1.11M -$320K -13,505 -22%
OIA
43
OneDigital Investment Advisors
Kansas
$986K – – –
Swiss National Bank
44
Swiss National Bank
Switzerland
$965K +$40.3K +1,700 +4%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$921K -$32.3K -1,363 -3%
SO
46
STRS Ohio
Ohio
$793K -$47.3K -2,000 -6%
Man Group
47
Man Group
United Kingdom
$770K +$770K +32,500 New
Grantham, Mayo, Van Otterloo & Co (GMO)
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$732K – – –
AIM
49
Assured Investment Management
New York
$709K +$709K +29,906 New
BIM
50
Bogle Investment Management
Massachusetts
$694K +$694K +29,293 New
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