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Workiva
WK

Overview Fund Activity

140 hedge funds and large institutions have $772M invested in Workiva in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
23
Increased
47
Reduced
45
Closed
16
Calls
$2.3M
Puts
$3.34M
Net Calls
-$1.03M
Net Calls Change
-$2.52M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$109M
2
Brown Advisory
Brown Advisory
Maryland
$40.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
$11.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
$79.6M
5
TA
Teachers Advisors
New York
$12.1M

Top Sellers

1
HWM
Highwater Wealth Management
Colorado
$410K
2
DAM
Dorsey Asset Management
Illinois
$8.52M
3
WEO
William E. Oberndorf
$25.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.25M
5
SIM
Spark Investment Management
New York
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPI
26
Mairs & Power Inc
Minnesota
$6.41M +$5.03K +140 +0.1%
Bank of America
27
Bank of America
North Carolina
$5.62M -$2.33M -65,011 -29%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$5.38M +$815K +22,696 +18%
Charles Schwab
29
Charles Schwab
California
$5.17M +$12.9K +358 +0.2%
OCM
30
Orser Capital Management
Texas
$5M – – –
Goldman Sachs
31
Goldman Sachs
New York
$4.93M +$2.51M +69,830 +103%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$4.63M +$345K +9,598 +8%
SP
33
StackLine Partners
New York
$4.39M +$4.39M +122,400 New
RA
34
Royce & Associates
New York
$3.59M – – –
IECM
35
Intrinsic Edge Capital Management
Illinois
$3.22M +$3.22M +89,765 New
Deutsche Bank
36
Deutsche Bank
Germany
$3M -$3.01M -83,837 -50%
CEP
37
Chicago Equity Partners
Illinois
$2.46M +$422K +11,771 +21%
Invesco
38
Invesco
Georgia
$2.44M +$2.44M +67,956 New
NIP
39
Nicholas Investment Partners
California
$2.42M -$34.1K -950 -1%
BIM
40
Bogle Investment Management
Massachusetts
$2.3M -$1.24M -34,529 -35%
HIM
41
Hillsdale Investment Management
Ontario, Canada
$2.16M +$449K +12,500 +26%
Wells Fargo
42
Wells Fargo
California
$2.02M +$337K +9,389 +20%
Chevy Chase Trust
43
Chevy Chase Trust
Maryland
$1.91M – – –
SIM
44
Spark Investment Management
New York
$1.85M -$5.17M -144,200 -74%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.84M – – –
AQR Capital Management
46
AQR Capital Management
Connecticut
$1.74M +$163K +4,552 +10%
EI
47
EAM Investors
California
$1.62M +$1.62M +45,135 New
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.6M +$37.2K +1,037 +2%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.59M +$64.6K +1,800 +4%
PPA
50
Parametric Portfolio Associates
Washington
$1.5M +$1.01M +28,193 +208%
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