Workiva
155 hedge funds and large institutions have $1.19B invested in Workiva in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 38 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 54
0.24% more ownership
Funds ownership: 74.84% → 75.08% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $1.23B → $1.19B (-$34.5M)
11% less funds holding
Funds holding: 174 → 155 (-19)
13% less call options, than puts
Call options by funds: $1.02M | Put options by funds: $1.17M
47% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$18M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$15.4M |
| 3 |
Millennium Management
New York
|
+$9.58M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$9.41M |
| 5 |
SP
StackLine Partners
New York
|
+$8.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$13M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$12.3M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$12.1M |
| 4 |
Renaissance Technologies
New York
|
-$6.28M |
| 5 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$3.44M |
WK Hedge Fund Activity: Q4 2019 in Review
155 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2019, worth a combined $1.19B — down 2.8% from $1.23B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of WK and 20 opened new positions — a net loss of 18 holders — while 54 trimmed existing stakes and 56 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $18M. The largest seller was Invesco, exiting entirely with an estimated $13M sold.
- 155 institutional investors held Workiva (WK) as of Q4 2019, down from 174 in Q3 2019.
- Funds reported $1.19B of Workiva stock for Q4 2019, down 2.8% quarter-over-quarter.
- 20 funds opened new Workiva positions in Q4 2019 and 38 closed out, a net change of -18 holders.
- The largest Workiva buyer in Q4 2019 was T. Rowe Price Associates, an estimated $18M added.
- The largest Workiva seller in Q4 2019 was Invesco, an estimated $13M sold.
Based on aggregated 13F filings for Q4 2019.