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Workiva
WK

Overview Fund Activity

159 hedge funds and large institutions have $1.19B invested in Workiva in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+19
Holders Change %
+13.57%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
42
Increased
54
Reduced
40
Closed
22
Calls
$3.55M
Puts
$2.31M
Net Calls
+$1.24M
Net Calls Change
+$2.27M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$146M
2
Deutsche Bank
Deutsche Bank
Germany
$33.6M
3
Renaissance Technologies
Renaissance Technologies
New York
$82.9M
4
Millennium Management
Millennium Management
New York
$30.8M
5
RIM
Ranger Investment Management
Texas
$22.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.02M
2
WEO
William E. Oberndorf
$0
3
FAM
Foxhaven Asset Management
Virginia
$0
4
DAM
Dorsey Asset Management
Illinois
$0
5
RP
Riverbridge Partners
Minnesota
$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$9.37M +$9.04M +178,738 +2,754%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$8.88M +$6.89M +135,822 +345%
Fuller & Thaler Asset Management
28
Fuller & Thaler Asset Management
California
$8.33M +$8.33M +164,253 New
Bank of America
29
Bank of America
North Carolina
$7.9M -$37.3K -736 -0.5%
Charles Schwab
30
Charles Schwab
California
$7.77M +$470K +9,279 +6%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$7.73M +$139K +2,735 +2%
MPI
32
Mairs & Power Inc
Minnesota
$7.04M -$2.02M -39,750 -22%
BIM
33
Bogle Investment Management
Massachusetts
$7.01M +$3.77M +74,338 +116%
OCM
34
Orser Capital Management
Texas
$6.89M -$561K -11,060 -8%
RA
35
Royce & Associates
New York
$5.83M +$761K +15,000 +15%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$5.1M +$5.1M +100,616 New
Morgan Stanley
37
Morgan Stanley
New York
$5.02M -$28.5M -562,517 -85%
CCPM
38
Cooper Creek Partners Management
New York
$4.01M +$4.01M +79,078 New
TCM
39
Timpani Capital Management
Wisconsin
$3.98M +$3.98M +78,395 New
CEP
40
Chicago Equity Partners
Illinois
$3.48M +$1.01K +20 +0%
HIM
41
Hillsdale Investment Management
Ontario, Canada
$3.47M +$416K +8,200 +14%
Wells Fargo
42
Wells Fargo
California
$3.19M +$334K +6,588 +12%
SCA
43
Secor Capital Advisors
New York
$3.11M +$3.11M +61,305 New
AAM
44
Arabesque Asset Management
United Kingdom
$3.03M +$2.29M +45,077 +307%
Invesco
45
Invesco
Georgia
$2.99M -$456K -8,987 -13%
PPA
46
Parametric Portfolio Associates
Washington
$2.87M +$753K +14,847 +36%
OAM
47
Oxford Asset Management
United Kingdom
$2.78M +$1.44M +28,467 +108%
CS
48
Credit Suisse
Switzerland
$2.66M +$958K +18,901 +56%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$2.54M +$2.54M +50,002 New
EGM
50
Engineers Gate Manager
New York
$2.43M +$1.1M +21,712 +83%
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