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Workiva
WK

Overview Fund Activity

174 hedge funds and large institutions have $1.23B invested in Workiva in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 44 reducing their positions, and 29 closing their positions.

Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
79
Reduced
44
Closed
29
Calls
$5.7M
Puts
$1.68M
Net Calls
+$4.02M
Net Calls Change
-$2.19M

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$77.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$57.4M
3
Norges Bank
3
Norges Bank
Norway
$24.1M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$150M
5
RIM
5
Ranger Investment Management
Texas
$32.6M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$18.5M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$2.16M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$729K
5
Millennium Management
5
Millennium Management
New York
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$7.5M 171,184 +4,898 +3%
Goldman Sachs
27
Goldman Sachs
New York
$7.37M 168,138 -85,995 -34%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$7.3M 166,787 -9,216 -5%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$6.95M 158,508 +23,184 +17%
Bank of America
30
Bank of America
North Carolina
$5.52M 125,840 -39,706 -24%
MPI
31
Mairs & Power Inc
Minnesota
$5.49M 125,243 +7,510 +6%
Morgan Stanley
32
Morgan Stanley
New York
$5.32M 121,266 +11,914 +11%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$4.55M 103,703 +58,765 +131%
Citadel Advisors
34
Citadel Advisors
Florida
$3.93M 89,625 -18,784 -17%
Calamos Advisors
35
Calamos Advisors
Illinois
$3.92M 89,500 -34,740 -28%
OCM
36
Orser Capital Management
Texas
$3.67M 91,460 -37,796 -29%
HIM
37
Hillsdale Investment Management
Ontario, Canada
$3.44M 78,500 +13,500 +21%
Wells Fargo
38
Wells Fargo
California
$3.4M 77,577 +3,473 +5%
SBH
39
Segall Bryant & Hamill
Illinois
$3.39M 77,255 +19,589 +34%
EAM
40
EULAV Asset Management
Florida
$3.35M 76,400 +47,500 +164%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$3.33M 77,048 +77,048 New
Squarepoint
42
Squarepoint
New York
$3.33M 75,866 +48,066 +173%
EGM
43
Engineers Gate Manager
New York
$3.3M 75,239 +61,538 +449%
QI
44
QS Investors
New York
$3.02M 68,960 – –
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$2.9M 66,046 +61,438 +1,333%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$2.83M 64,626 +12,625 +24%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$2.81M 64,071 +26,599 +71%
OCM
48
Osterweis Capital Management
California
$2.81M 64,015 +64,015 New
NIP
49
Nicholas Investment Partners
California
$2.54M 57,862 +16,019 +38%
Millennium Management
50
Millennium Management
New York
$2.52M 57,570 -205,512 -78%
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