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Workiva
WK

Overview Fund Activity

106 hedge funds and large institutions have $450M invested in Workiva in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
106
Holders Change
+10
Holders Change %
+10.42%
% of All Funds
2.43%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
24
Increased
32
Reduced
27
Closed
14
Calls
$1.19M
Puts
$246K
Net Calls
+$947K
Net Calls Change
+$1.93M

Top Buyers

1
RP
1
Riverbridge Partners
Minnesota
$31M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$25.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.3M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$26M
5
FAM
5
Foxhaven Asset Management
Virginia
$24M

Top Sellers

1
WEO
1
William E. Oberndorf
$41.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12M
3
DAM
3
Dorsey Asset Management
Illinois
$23.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$648K 27,332 – –
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$633K 26,700 – –
FPB
53
First PREMIER Bank
South Dakota
$633K 26,724 +15,000 +128%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$625K 26,388 – –
MC
55
Menta Capital
California
$613K 25,885 -6,291 -20%
CS
56
Credit Suisse
Switzerland
$553K 23,351 +5,913 +34%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$546K 23,029 -9,227 -29%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$543K 22,893 +745 +3%
UBS Group
59
UBS Group
Switzerland
$462K 19,467 -29,382 -60%
IFAM
60
Institutional & Family Asset Management
Colorado
$450K 18,983 -7,690 -29%
GCP
61
GSA Capital Partners
United Kingdom
$392K 16,554 -11,737 -41%
AIG
62
American International Group
New York
$387K 16,320 -878 -5%
PPA
63
Parametric Portfolio Associates
Washington
$375K 15,823 +6,272 +66%
AllianceBernstein
64
AllianceBernstein
Tennessee
$334K 14,100 -2,300 -14%
AQR Capital Management
65
AQR Capital Management
Connecticut
$330K 13,940 +13,940 New
ECM
66
Elgethun Capital Management
South Dakota
$312K 13,145 – –
US Bancorp
67
US Bancorp
Minnesota
$312K 13,162 +12,555 +2,068%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$312K 13,149 +13,149 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$297K 12,546 +5,460 +77%
Goldman Sachs
70
Goldman Sachs
New York
$289K 12,212 -3,513 -22%
OAM
71
Oppenheimer Asset Management
New York
$284K 11,990 +11,990 New
MAM
72
Martingale Asset Management
Massachusetts
$278K 11,700 +11,700 New
MIM
73
MetLife Investment Management
New Jersey
$266K 11,206 – –
ISB
74
Iowa State Bank
Iowa
$263K 11,090 – –
BFM
75
Boothbay Fund Management
New York
$250K 10,530 -1,608 -13%
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