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Workiva
WK

Overview Fund Activity

96 hedge funds and large institutions have $341M invested in Workiva in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+13
Holders Change %
+15.66%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
20
Increased
32
Reduced
22
Closed
6
Calls
$319K
Puts
$1.31M
Net Calls
-$986K
Net Calls Change
-$1.43M

Top Buyers

1
FAM
1
Foxhaven Asset Management
Virginia
$15.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$16.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$4.26M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.6M

Top Sellers

1
MC
1
Menta Capital
California
$689K
2
OCM
2
Osterweis Capital Management
California
$0
3
EI
3
EAM Investors
California
$922K
4
IFAM
4
Institutional & Family Asset Management
Colorado
$571K
5
Chevy Chase Trust
5
Chevy Chase Trust
Maryland
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$118K 5,483 +3,932 +254%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$117K 5,451 +3,107 +133%
JIM
78
Jupiter Investment Management
United Kingdom
$109K 5,131 – –
Zurich Cantonal Bank
79
Zurich Cantonal Bank
Switzerland
$100K 4,668 +926 +25%
Parallax Volatility Advisers
80
Parallax Volatility Advisers
California
$80K 3,738 +3,738 New
Russell Investments Group
81
Russell Investments Group
United Kingdom
$75K 3,500 -10,624 -75%
Simplex Trading
82
Simplex Trading
Illinois
$71K 3,352 +3,352 New
Canada Life
83
Canada Life
Manitoba, Canada
$63K 2,962 – –
Citigroup
84
Citigroup
New York
$57K 2,638 +2,561 +3,326%
TRCT
85
Tower Research Capital (TRC)
New York
$51K 2,381 -155 -6%
AIP
86
Ameritas Investment Partners
Nebraska
$47K 2,180 – –
CG
87
Cutler Group
California
$39K 1,868 +1,868 New
Macquarie Group
88
Macquarie Group
Australia
$20K 924 -1,380 -60%
Federated Hermes
89
Federated Hermes
Pennsylvania
$20K 945 -90 -9%
DCM
90
Delpha Capital Management
New York
$16K 734 +734 New
US Bancorp
91
US Bancorp
Minnesota
$13K 607 – –
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K 495 +495 New
UBS AM
93
UBS AM
Illinois
$9.18K 429 – –
VCM
94
Virtue Capital Management
Tennessee
$3K 162 +162 New
PAM
95
Panagora Asset Management
Massachusetts
$2K 73 – –
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$2K 72 – –
OCM
97
Osterweis Capital Management
California
– – -68,750 Closed
APP
98
Avantax Planning Partners
Iowa
– – -27,332 Closed
Acadian Asset Management
99
Acadian Asset Management
Massachusetts
– – -17,626 Closed
HHC
100
Hutchin Hill Capital
New York
– – -15,900 Closed
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