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Workiva
WK

Overview Fund Activity

70 hedge funds and large institutions have $190M invested in Workiva in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.75%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
13
Increased
26
Reduced
21
Closed
10
Calls
$439K
Puts
–
Net Calls
+$439K
Net Calls Change
+$470K

Top Buyers

1
BlackRock
1
BlackRock
New York
$20.4M
2
HWM
2
Highwater Wealth Management
Colorado
$11.7M
3
WEO
3
William E. Oberndorf
$37.1M
4
DAM
4
Dorsey Asset Management
Illinois
$10.1M
5
HRCM
5
Hawk Ridge Capital Management
California
$13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.91M
2
CCM
2
Cadian Capital Management
New York
$9.39M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$363K
4
WA
4
Wasatch Advisors
Utah
$0
5
Millennium Management
5
Millennium Management
New York
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
51
Elgethun Capital Management
South Dakota
$206K – – –
NFA
52
Nationwide Fund Advisors
Ohio
$198K -$24.4K -1,555 -11%
UBS Group
53
UBS Group
Switzerland
$193K -$202K -12,833 -51%
FPB
54
First PREMIER Bank
South Dakota
$186K -$36.2K -2,308 -16%
Deutsche Bank
55
Deutsche Bank
Germany
$142K -$254K -16,565 -64%
Legal & General Group
56
Legal & General Group
United Kingdom
$100K – – –
AG
57
Advisor Group
Arizona
$89K – – –
UBS AM
58
UBS AM
Illinois
$75.2K -$562K -35,900 -88%
Zurich Cantonal Bank
59
Zurich Cantonal Bank
Switzerland
$59K +$59K +3,742 New
AIM
60
Acrospire Investment Management
Illinois
$46K +$46K +2,941 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$40K -$8.25K -538 -17%
AIP
62
Ameritas Investment Partners
Nebraska
$27K +$27K +1,712 New
SO
63
STRS Ohio
Ohio
$23K – – –
MFW
64
Mosaic Family Wealth
Missouri
$15K – – –
MAM
65
Meeder Asset Management
Ohio
$12K +$12K +747 New
Barclays
66
Barclays
United Kingdom
$11K +$4.93K +314 +81%
US Bancorp
67
US Bancorp
Minnesota
$10K – – –
Citigroup
68
Citigroup
New York
$8K -$214K -14,169 -96%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$2.38K -$17K -1,083 -88%
TRCT
70
Tower Research Capital (TRC)
New York
$1K -$16.2K -796 -94%
WA
71
Wasatch Advisors
Utah
– -$2.04M -149,653 Closed
Alyeska Investment Group
72
Alyeska Investment Group
Illinois
– -$1.81M -132,380 Closed
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– -$511K -37,427 Closed
NSIM
74
North Star Investment Management
Illinois
– -$432K -31,680 Closed
GCM
75
Glaxis Capital Management
Florida
– -$362K -26,500 Closed
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