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Workiva
WK

Overview Fund Activity

106 hedge funds and large institutions have $450M invested in Workiva in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
106
Holders Change
+10
Holders Change %
+10.42%
% of All Funds
2.43%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
24
Increased
32
Reduced
27
Closed
14
Calls
$1.19M
Puts
$246K
Net Calls
+$947K
Net Calls Change
+$1.93M

Top Buyers

1
RP
1
Riverbridge Partners
Minnesota
$31M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$25.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.3M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$26M
5
FAM
5
Foxhaven Asset Management
Virginia
$24M

Top Sellers

1
WEO
1
William E. Oberndorf
$41.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12M
3
DAM
3
Dorsey Asset Management
Illinois
$23.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
101
First Horizon Advisors
Tennessee
$7K 313 +313 New
CG
102
Cutler Group
California
$5K 220 -1,648 -88%
AG
103
Advisor Group
Arizona
$4K 187 +187 New
RCAG
104
Rehmann Capital Advisory Group
Michigan
$3K 114 +114 New
PFBT
105
Parkside Financial Bank & Trust
Missouri
$3K 117 +117 New
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$2K 72 – –
Millennium Management
107
Millennium Management
New York
– – -172,875 Closed
Two Sigma Investments
108
Two Sigma Investments
New York
– – -145,610 Closed
EGI
109
EAM Global Investors
California
– – -48,573 Closed
EI
110
EAM Investors
California
– – -43,070 Closed
Balyasny Asset Management
111
Balyasny Asset Management
Illinois
– – -35,970 Closed
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
– – -15,930 Closed
Squarepoint
113
Squarepoint
New York
– – -13,742 Closed
Parallax Volatility Advisers
114
Parallax Volatility Advisers
California
– – -3,738 Closed
Simplex Trading
115
Simplex Trading
Illinois
– – -3,352 Closed
Federated Hermes
116
Federated Hermes
Pennsylvania
– – -945 Closed
Macquarie Group
117
Macquarie Group
Australia
– – -924 Closed
DCM
118
Delpha Capital Management
New York
– – -734 Closed
VCM
119
Virtue Capital Management
Tennessee
– – -162 Closed
PAM
120
Panagora Asset Management
Massachusetts
– – -73 Closed
Wolverine Trading
121
Wolverine Trading
Illinois
– – – –
Group One Trading
122
Group One Trading
Illinois
– – – –
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5