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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.

New
Increased
Maintained
Reduced
Closed
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 %
IFAM
76
Institutional & Family Asset Management
Colorado
$681K – – –
AIG
77
American International Group
New York
$673K -$5.13K -143 -0.8%
Squarepoint
78
Squarepoint
New York
$651K -$117K -3,270 -15%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$622K -$62.2K -1,733 -9%
AAM
80
Arabesque Asset Management
United Kingdom
$528K +$528K +14,700 New
Tudor Investment Corp
81
Tudor Investment Corp
Connecticut
$524K +$223K +6,204 +74%
AIM
82
Assured Investment Management
New York
$491K -$404K -11,250 -45%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$487K +$487K +13,559 New
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$481K – – –
OAM
85
Oppenheimer Asset Management
New York
$468K -$32.5K -905 -6%
US Bancorp
86
US Bancorp
Minnesota
$463K -$9.72K -271 -2%
MIM
87
MetLife Investment Management
New Jersey
$451K +$48.6K +1,355 +12%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$438K +$28.9K +807 +7%
HWM
89
Highwater Wealth Management
Colorado
$410K -$26.9M -750,000 -99%
UFF
90
USA Financial Formulas
Michigan
$397K +$397K +10,051 New
RWP
91
RWA Wealth Partners
Massachusetts
$395K – – –
ISB
92
Iowa State Bank
Iowa
$391K – – –
LB
93
Legacy Bridge
Iowa
$391K +$391K +10,885 New
Citigroup
94
Citigroup
New York
$380K +$366K +10,180 +2,526%
OA
95
Oak Associates
Ohio
$378K – – –
AIA
96
Affinity Investment Advisors
California
$371K +$31.7K +883 +9%
SRAM
97
Stone Ridge Asset Management
New York
$368K – – –
PSUF
98
People's United Financial
Connecticut
$359K +$359K +10,000 New
KIG
99
Kessler Investment Group
Indiana
$326K +$132K +3,685 +68%
QT
100
Quantbot Technologies
New York
$323K +$241K +6,711 +293%
2 3
4
5 6