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Workiva
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74 hedge funds and large institutions have $138M invested in Workiva in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 14

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

4% more funds holding

Funds holding: 71 → 74 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.89% less ownership

Funds ownership: 36.31% → 33.42% (-2.9%)

17% less call options, than puts

Call options by funds: $149K | Put options by funds: $180K

29% less capital invested

Capital invested by funds: $195M → $138M (-$57.5M)

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
34
Reduced
14
Closed
11
Calls
$149K
Puts
$180K
Net Calls
-$31K
Net Calls Change
-$62K

Top Buyers

1
WEO
William E. Oberndorf
+$26.2M
2
HRCM
Hawk Ridge Capital Management
California
+$3.68M
3
PCR
Potrero Capital Research
California
+$1.74M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.6M
5
BFA
BlackRock Fund Advisors
California
+$1.42M

Top Sellers

1
CCM
Cadian Capital Management
New York
-$24.2M
2
NCGI
Next Century Growth Investors
Minnesota
-$12.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.1M
4
Morgan Stanley
Morgan Stanley
New York
-$4.9M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
76
Espalier Global Management
New York
– -$1.81M -100,000 Closed
BCM
77
BTC Capital Management
Iowa
– -$821K -45,300 Closed
Ameriprise
78
Ameriprise
Minnesota
– -$751K -41,415 Closed
Goldman Sachs
79
Goldman Sachs
New York
– -$684K -37,751 Closed
MC
80
Menta Capital
California
– -$484K -26,684 Closed
VKH
81
Virtu KCG Holdings
New York
– -$231K -12,763 Closed
FNBSF
82
First National Bank Sioux Falls
South Dakota
– -$83K -4,601 Closed
Group One Trading
83
Group One Trading
Illinois
– -$45K -2,500 Closed
CG
84
Cutler Group
California
– -$17.8K -1,158 Closed
Simplex Trading
85
Simplex Trading
Illinois
– -$4.83K -315 Closed
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