Workiva
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.
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
86% more capital invested
Capital invested by funds: $435M → $808M (+$373M)
77% more call options, than puts
Call options by funds: $3.41M | Put options by funds: $1.92M
62% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 29
17% more funds holding
Funds holding: 114 → 133 (+19)
6.28% more ownership
Funds ownership: 54.75% → 61.02% (+6.3%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| 1 |
HWM
Highwater Wealth Management
Glendale,
Colorado
|
+$23.3M |
| 2 |
BlackRock
New York
|
+$18.5M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$17.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$9.28M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$8.73M |
Top Sellers
| 1 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
|
-$16.2M |
| 2 |
WEO
William E. Oberndorf
|
-$12.1M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$10.3M |
| 4 |
JP Morgan Chase
New York
|
-$2.28M |
| 5 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$2.04M |
WK Hedge Fund Activity: Q3 2018 in Review
133 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2018, worth a combined $808M — up 86% from $435M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new WK positions and 15 closed out — a net gain of 20 holders — while 47 added to existing stakes and 29 trimmed.
The largest buyer was Highwater Wealth Management, adding an estimated $23.3M. The largest seller was Foxhaven Asset Management, cutting an estimated $16.2M.
- 133 institutional investors held Workiva (WK) as of Q3 2018, up from 114 in Q2 2018.
- Funds reported $808M of Workiva stock for Q3 2018, up 86% quarter-over-quarter.
- 35 funds opened new Workiva positions in Q3 2018 and 15 closed out, a net change of +20 holders.
- The largest Workiva buyer in Q3 2018 was Highwater Wealth Management, an estimated $23.3M added.
- The largest Workiva seller in Q3 2018 was Foxhaven Asset Management, an estimated $16.2M sold.
Based on aggregated 13F filings for Q3 2018.