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Workiva
WK

Overview Fund Activity

140 hedge funds and large institutions have $772M invested in Workiva in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
23
Increased
47
Reduced
45
Closed
16
Calls
$2.3M
Puts
$3.34M
Net Calls
-$1.03M
Net Calls Change
-$2.52M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$109M
2
Brown Advisory
2
Brown Advisory
Maryland
$40.1M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$11.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$79.6M
5
TA
5
Teachers Advisors
New York
$12.1M

Top Sellers

1
HWM
1
Highwater Wealth Management
Colorado
$410K
2
DAM
2
Dorsey Asset Management
Illinois
$8.52M
3
WEO
3
William E. Oberndorf
$25.3M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.25M
5
SIM
5
Spark Investment Management
New York
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$1.49M +$580K +16,164 +63%
OIA
52
OneDigital Investment Advisors
Kansas
$1.49M +$1.49M +41,602 New
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$1.41M +$1.41M +39,368 New
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.39M -$499K -13,898 -26%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$1.35M +$447K +12,454 +50%
Los Angeles Capital Management
56
Los Angeles Capital Management
California
$1.33M -$1.17M -32,555 -47%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$1.27M +$11.3K +314 +0.9%
Ameriprise
58
Ameriprise
Minnesota
$1.26M +$1.26M +35,112 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.22M +$205K +5,700 +20%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$1.21M -$101K -2,800 -8%
CS
61
Credit Suisse
Switzerland
$1.21M -$535K -14,905 -31%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$1.17M -$125K -3,472 -10%
AG
63
Algert Global
California
$1.14M -$490K -13,652 -30%
FPB
64
First PREMIER Bank
South Dakota
$1.1M – – –
Axa
65
Axa
France
$1.03M +$1.03M +28,800 New
Barclays
66
Barclays
United Kingdom
$1.03M +$89.2K +2,484 +10%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$984K +$13.1K +366 +1%
OAM
68
Oxford Asset Management
United Kingdom
$943K -$3.32M -92,642 -78%
EGM
69
Engineers Gate Manager
New York
$940K -$604K -16,820 -39%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$877K +$357K +9,934 +69%
SO
71
STRS Ohio
Ohio
$789K -$43K -1,200 -5%
PP
72
PDT Partners
New York
$778K -$326K -9,072 -29%
Mariner
73
Mariner
Kansas
$778K – – –
Connor, Clark & Lunn Investment Management (CC&L)
74
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$771K +$108K +3,015 +16%
SEI Investments
75
SEI Investments
Pennsylvania
$733K +$733K +20,430 New
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