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79 hedge funds and large institutions have $257M invested in Workiva in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,325% more call options, than puts

Call options by funds: $417K | Put options by funds: $4K

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

35% more capital invested

Capital invested by funds: $190M → $257M (+$66.7M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more funds holding

Funds holding: 7079 (+9)

4.2% more ownership

Funds ownership: 39.95%44.15% (+4.2%)

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
13
Increased
33
Reduced
21
Closed
4
Calls
$417K
Puts
$4K
Net Calls
+$413K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$312K +$56.6K +3,200 +24%
BFM
52
Boothbay Fund Management
New York
$310K -$45.2K -2,558 -14%
AIG
53
American International Group
New York
$294K +$33.4K +1,887 +14%
DTL
54
Dynamic Technology Lab
Singapore
$289K +$268K +15,156 New
VKH
55
Virtu KCG Holdings
New York
$285K +$265K +14,960 New
NFA
56
Nationwide Fund Advisors
Ohio
$268K +$25.6K +1,448 +11%
FPB
57
First PREMIER Bank
South Dakota
$261K +$32.8K +1,855 +16%
EMG
58
Ellington Management Group
Connecticut
$255K +$237K +13,400 New
ECM
59
Elgethun Capital Management
South Dakota
$250K
TI
60
Trexquant Investment
Connecticut
$234K -$124K -7,000 -36%
UBS Group
61
UBS Group
Switzerland
$222K -$11.5K -652 -5%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$192K +$178K +10,056 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$162K +$151K +8,554 New
Legal & General Group
64
Legal & General Group
United Kingdom
$134K +$10.6K +597 +9%
EMG
65
ETF Managers Group
New Jersey
$118K +$109K +6,174 New
UBS AM
66
UBS AM
Illinois
$78.8K -$11.8K -668 -14%
Zurich Cantonal Bank
67
Zurich Cantonal Bank
Switzerland
$71K
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$47.5K +$41.4K +2,342 +1,541%
AIP
69
Ameritas Investment Partners
Nebraska
$42K +$8.28K +468 +27%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$41K -$8.56K -484 -19%
AG
71
Advisor Group
Arizona
$38K -$65.4K -3,700 -65%
Group One Trading
72
Group One Trading
Illinois
$38K +$35.4K +2,000 New
TRCT
73
Tower Research Capital (TRC)
New York
$17K +$14.6K +825 +1,684%
US Bancorp
74
US Bancorp
Minnesota
$12K
AIM
75
Acrospire Investment Management
Illinois
$10K -$43K -2,431 -83%