We are live on ! Find out more

63 hedge funds and large institutions have $160M invested in Workiva in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

26% more funds holding

Funds holding: 5063 (+13)

15% more capital invested

Capital invested by funds: $138M → $160M (+$21.1M)

0.29% less ownership

Funds ownership: 31.95%31.65% (-0.29%)

Holders
63
Holders Change
+13
Holders Change %
+26%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
23
Reduced
12
Closed
6
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
-$87K

WK Hedge Fund Activity: Q4 2015 in Review

63 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2015, worth a combined $160M — up 15% from $138M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WK positions and 6 closed out — a net gain of 13 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Russell Frank Company, opening a new position worth an estimated $1.46M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $3.69M sold.

  • 63 institutional investors held Workiva (WK) as of Q4 2015, up from 50 in Q3 2015.
  • Funds reported $160M of Workiva stock for Q4 2015, up 15% quarter-over-quarter.
  • 19 funds opened new Workiva positions in Q4 2015 and 6 closed out, a net change of +13 holders.
  • The largest Workiva buyer in Q4 2015 was Russell Frank Company, an estimated $1.46M added.
  • The largest Workiva seller in Q4 2015 was Eaton Vance Management, an estimated $3.69M sold.

Based on aggregated 13F filings for Q4 2015.