WK icon

Workiva
WK

Overview Fund Activity

178 hedge funds and large institutions have $1.52B invested in Workiva in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 77 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
178
Holders Change
+19
Holders Change %
+11.95%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
38
Increased
77
Reduced
38
Closed
16
Calls
$7.27M
Puts
$1.06M
Net Calls
+$6.21M
Net Calls Change
+$4.97M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$204M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$32.8M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$23.6M
5
BlackRock
5
BlackRock
New York
$155M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.3M
2
Millennium Management
2
Millennium Management
New York
$15.3M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$5.31M
4
American Century Companies
4
American Century Companies
Missouri
$4.48M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$13.1M 228,518 +209,937 +1,130%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$11.9M 204,411 +29,221 +17%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$10.2M 176,003 -9,225 -5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$9.66M 166,286 +13,777 +9%
Bank of America
30
Bank of America
North Carolina
$9.62M 165,546 +9,664 +6%
Fuller & Thaler Asset Management
31
Fuller & Thaler Asset Management
California
$9.57M 164,777 +524 +0.3%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$7.86M 135,324 +135,324 New
OCM
33
Orser Capital Management
Texas
$7.73M 129,256 -6,724 -5%
RA
34
Royce & Associates
New York
$7.44M 128,000 +13,000 +11%
Calamos Advisors
35
Calamos Advisors
Illinois
$7.22M 124,240 +124,240 New
MPI
36
Mairs & Power Inc
Minnesota
$6.84M 117,733 -21,080 -15%
BIM
37
Bogle Investment Management
Massachusetts
$6.58M 113,209 -25,131 -18%
Morgan Stanley
38
Morgan Stanley
New York
$6.35M 109,352 +10,342 +10%
Citadel Advisors
39
Citadel Advisors
Florida
$6.3M 108,409 -423,888 -80%
Norges Bank
40
Norges Bank
Norway
$5.42M 93,210 +93,210 New
Two Sigma Investments
41
Two Sigma Investments
New York
$5.31M 91,387 -155,167 -63%
OIA
42
OneDigital Investment Advisors
Kansas
$4.83M 83,204 +41,602 +100%
American Century Companies
43
American Century Companies
Missouri
$4.48M 77,087 -130,255 -63%
Wells Fargo
44
Wells Fargo
California
$4.31M 74,104 +11,179 +18%
QI
45
QS Investors
New York
$4.01M 68,960 +68,960 New
HIM
46
Hillsdale Investment Management
Ontario, Canada
$3.78M 65,000 -3,400 -5%
PPA
47
Parametric Portfolio Associates
Washington
$3.74M 64,309 +7,733 +14%
OAM
48
Oxford Asset Management
United Kingdom
$3.7M 63,684 +8,940 +16%
SBH
49
Segall Bryant & Hamill
Illinois
$3.35M 57,666 +57,666 New
AQR Capital Management
50
AQR Capital Management
Connecticut
$3.34M 57,497 +13,310 +30%
1
2
3 4 5