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Workiva
WK

Overview Fund Activity

96 hedge funds and large institutions have $341M invested in Workiva in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+13
Holders Change %
+15.66%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
20
Increased
32
Reduced
22
Closed
6
Calls
$319K
Puts
$1.31M
Net Calls
-$986K
Net Calls Change
-$1.43M

Top Buyers

1
FAM
1
Foxhaven Asset Management
Virginia
$15.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$16.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$4.26M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.6M

Top Sellers

1
MC
1
Menta Capital
California
$689K
2
OCM
2
Osterweis Capital Management
California
$0
3
EI
3
EAM Investors
California
$922K
4
IFAM
4
Institutional & Family Asset Management
Colorado
$571K
5
Chevy Chase Trust
5
Chevy Chase Trust
Maryland
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$583K 27,229 -32,366 -54%
IFAM
52
Institutional & Family Asset Management
Colorado
$571K 26,673 -45,530 -63%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$571K 26,700 – –
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$565K 26,388 – –
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$474K 22,148 -4,353 -16%
CS
56
Credit Suisse
Switzerland
$373K 17,438 -9,975 -36%
AIG
57
American International Group
New York
$368K 17,198 +546 +3%
AllianceBernstein
58
AllianceBernstein
Tennessee
$351K 16,400 – –
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$341K 15,930 +15,930 New
Goldman Sachs
60
Goldman Sachs
New York
$337K 15,725 +15,725 New
Squarepoint
61
Squarepoint
New York
$294K 13,742 +13,742 New
ECM
62
Elgethun Capital Management
South Dakota
$281K 13,145 – –
BFM
63
Boothbay Fund Management
New York
$260K 12,138 – –
FPB
64
First PREMIER Bank
South Dakota
$251K 11,724 -2,000 -15%
MIM
65
MetLife Investment Management
New Jersey
$240K 11,206 +11,206 New
ISB
66
Iowa State Bank
Iowa
$237K 11,090 -5,070 -31%
SRAM
67
Stone Ridge Asset Management
New York
$219K 10,242 +10,242 New
VOYA Investment Management
68
VOYA Investment Management
Georgia
$215K 10,056 – –
PPA
69
Parametric Portfolio Associates
Washington
$204K 9,551 +9,551 New
ACI
70
AMP Capital Investors
Australia
$203K 9,500 +9,500 New
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$191K 8,933 +8,933 New
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$184K 8,610 -7,984 -48%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$159K 7,436 -1,970 -21%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$152K 7,086 – –
Legal & General Group
75
Legal & General Group
United Kingdom
$139K 6,513 -141 -2%
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