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Workiva
WK

Overview Fund Activity

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.

Holders
155
Holders Change
-19
Holders Change %
-10.92%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
56
Reduced
54
Closed
38
Calls
$1.03M
Puts
$1.17M
Net Calls
-$148K
Net Calls Change
-$4.17M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$162M
2
Brown Advisory
2
Brown Advisory
Maryland
$89.3M
3
Millennium Management
3
Millennium Management
New York
$12M
4
SAM
4
Silvercrest Asset Management
New York
$9.39M
5
SP
5
StackLine Partners
New York
$8.12M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$5.5M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.43M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$73.4M
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Voloridge Investment Management
76
Voloridge Investment Management
Florida
$805K 19,133 -7,758 -29%
IFAM
77
Institutional & Family Asset Management
Colorado
$798K 18,983 – –
KC
78
Kepos Capital
New York
$793K 18,870 – –
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$787K 7,065 – –
UBS Group
80
UBS Group
Switzerland
$761K 18,106 -23,313 -56%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$757K 17,996 +1,360 +8%
FPB
82
First PREMIER Bank
South Dakota
$709K 16,855 -8,873 -34%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$698K 16,588 -32 -0.2%
US Bancorp
84
US Bancorp
Minnesota
$694K 16,517 -738 -4%
ACM
85
AlphaCrest Capital Management
New York
$685K 16,300 -16,100 -50%
Mariner
86
Mariner
Kansas
$685K 16,295 – –
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$674K 16,025 -14,148 -47%
MIM
88
MetLife Investment Management
New Jersey
$657K 15,621 – –
Capital Fund Management (CFM)
89
Capital Fund Management (CFM)
France
$654K 15,550 -1,950 -11%
SEI Investments
90
SEI Investments
Pennsylvania
$638K 15,169 -6,801 -31%
TI
91
Trexquant Investment
Connecticut
$591K 14,066 -4,510 -24%
GCP
92
GSA Capital Partners
United Kingdom
$571K 13,570 -6,732 -33%
AQR Capital Management
93
AQR Capital Management
Connecticut
$520K 12,375 -18,575 -60%
Jane Street
94
Jane Street
New York
$513K 12,199 +7,233 +146%
QT
95
Quantbot Technologies
New York
$482K 11,478 -9,944 -46%
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$475K 11,301 – –
OAM
97
Oppenheimer Asset Management
New York
$467K 11,105 -653 -6%
OA
98
Oak Associates
Ohio
$461K 10,970 – –
LB
99
Legacy Bridge
Iowa
$456K 10,841 – –
MIFH
100
Migdal Insurance & Financial Holdings
Israel
$451K 10,733 +6,668 +164%
2 3
4
5 6