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Workiva
WK

Overview Fund Activity

133 hedge funds and large institutions have $808M invested in Workiva in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
133
Holders Change
+19
Holders Change %
+16.67%
% of All Funds
3.05%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
47
Reduced
29
Closed
15
Calls
$3.41M
Puts
$1.92M
Net Calls
+$1.49M
Net Calls Change
+$124K

Top Buyers

1
HWM
1
Highwater Wealth Management
Colorado
$30.1M
2
BlackRock
2
BlackRock
New York
$93.9M
3
Brown Advisory
3
Brown Advisory
Maryland
$22.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$17.9M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$57.2M

Top Sellers

1
FAM
1
Foxhaven Asset Management
Virginia
$13.1M
2
WEO
2
William E. Oberndorf
$46.9M
3
FCM
3
Frontier Capital Management
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$581K
5
RP
5
Riverbridge Partners
Minnesota
$48.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
51
Engineers Gate Manager
New York
$1.7M +$1.03M +26,172 +155%
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.68M +$75.1K +1,900 +5%
ARTA
53
A.R.T. Advisors
New York
$1.6M +$170K +4,300 +12%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$1.44M +$225K +5,708 +19%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$1.42M +$1.42M +36,000 New
HSBC Holdings
56
HSBC Holdings
United Kingdom
$1.39M +$473K +11,984 +52%
PP
57
PDT Partners
New York
$1.22M -$38.9K -985 -3%
FPB
58
First PREMIER Bank
South Dakota
$1.21M – – –
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.12M +$59.3K +1,500 +6%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$1.07M – – –
Barclays
61
Barclays
United Kingdom
$1.03M +$378K +9,576 +58%
UBS Group
62
UBS Group
Switzerland
$1.01M +$155K +3,936 +18%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$993K -$69.3K -1,755 -7%
AIM
64
Assured Investment Management
New York
$985K -$988K -25,020 -50%
MSE
65
MUFG Securities EMEA
United Kingdom
$944K +$944K +23,900 New
SO
66
STRS Ohio
Ohio
$916K -$407K -10,300 -31%
Mariner
67
Mariner
Kansas
$856K -$223K -5,657 -21%
Squarepoint
68
Squarepoint
New York
$845K +$300K +7,600 +55%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$753K -$84.8K -2,148 -10%
IFAM
70
Institutional & Family Asset Management
Colorado
$750K – – –
AIG
71
American International Group
New York
$747K +$34.8K +880 +5%
Connor, Clark & Lunn Investment Management (CC&L)
72
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$729K +$729K +18,458 New
DCM
73
Dupont Capital Management
Delaware
$582K +$582K +14,736 New
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$581K -$2.9M -73,395 -83%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$571K +$274K +6,954 +92%
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