WK icon

Workiva
WK

Overview Fund Activity

74 hedge funds and large institutions have $138M invested in Workiva in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
34
Reduced
14
Closed
11
Calls
$149K
Puts
$180K
Net Calls
-$31K
Net Calls Change
-$62K

Top Buyers

1
WEO
1
William E. Oberndorf
$23.3M
2
HRCM
2
Hawk Ridge Capital Management
California
$3.28M
3
PCR
3
Potrero Capital Research
California
$2.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.3M
5
BFA
5
BlackRock Fund Advisors
California
$9.57M

Top Sellers

1
CCM
1
Cadian Capital Management
New York
$11.8M
2
NCGI
2
Next Century Growth Investors
Minnesota
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.12M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPB
51
First PREMIER Bank
South Dakota
$194K – – –
NFA
52
Nationwide Fund Advisors
Ohio
$194K – – –
AllianceBernstein
53
AllianceBernstein
Tennessee
$180K +$27.3K +2,000 +18%
ECM
54
Elgethun Capital Management
South Dakota
$178K +$178K +13,145 New
AIG
55
American International Group
New York
$172K -$463 -34 -0.3%
BA
56
BlackRock Advisors
Delaware
$158K -$5.43K -398 -3%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$142K +$142K +10,417 New
Chevy Chase Trust
58
Chevy Chase Trust
Maryland
$142K +$142K +10,429 New
EMG
59
Ellington Management Group
Connecticut
$139K +$139K +10,200 New
Federated Hermes
60
Federated Hermes
Pennsylvania
$128K +$60.5K +4,422 +90%
Legal & General Group
61
Legal & General Group
United Kingdom
$87K +$42.1K +3,101 +94%
BG
62
BlackRock Group
United Kingdom
$84K +$46.4K +3,401 +124%
AG
63
Advisor Group
Arizona
$78K – – –
PCM
64
Penserra Capital Management
California
$64K +$39.1K +2,884 +157%
BlackRock
65
BlackRock
New York
$46K +$8.2K +600 +22%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$43K -$104K -7,576 -71%
SO
67
STRS Ohio
Ohio
$20K -$337K -25,300 -94%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$16.9K -$3.45K -253 -17%
MFW
69
Mosaic Family Wealth
Missouri
$13K +$13K +982 New
TRCT
70
Tower Research Capital (TRC)
New York
$12K +$12K +845 New
US Bancorp
71
US Bancorp
Minnesota
$8K – – –
Barclays
72
Barclays
United Kingdom
$5K -$1.5K -116 -23%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$3K +$3K +205 New
PMFA
74
Plante Moran Financial Advisors
Michigan
$2K +$613 +42 +44%
NCGI
75
Next Century Growth Investors
Minnesota
– -$12.1M -668,878 Closed
1 2
3
4