WK icon

Workiva
WK

Overview Fund Activity

50 hedge funds and large institutions have $138M invested in Workiva in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
12
Closed
7
Calls
$146K
Puts
–
Net Calls
+$146K
Net Calls Change
+$46K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.2M
3
TAM
3
Telemark Asset Management
Massachusetts
$4.56M
4
WA
4
Wasatch Advisors
Utah
$1.74M
5
HRCM
5
Hood River Capital Management
Florida
$960K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.55M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.53M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$3K
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$6.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
– -$233K -16,839 Closed
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
– -$165K -11,900 Closed
Goldman Sachs
53
Goldman Sachs
New York
– -$151K -10,941 Closed
Invesco
54
Invesco
Georgia
– -$35K -2,534 Closed
TRCT
55
Tower Research Capital (TRC)
New York
– -$15K -1,082 Closed
HR
56
Howe & Rusling
New York
– -$2K -113 Closed
1 2
3