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Workiva
WK

Overview Fund Activity

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.

Holders
133
Holders Change
+19
Holders Change %
+16.67%
% of All Funds
3.05%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
47
Reduced
29
Closed
15
Calls
$3.41M
Puts
$1.92M
Net Calls
+$1.49M
Net Calls Change
+$124K

Top Buyers

1
HWM
1
Highwater Wealth Management
Colorado
$30.1M
2
BlackRock
2
BlackRock
New York
$93.9M
3
Brown Advisory
3
Brown Advisory
Maryland
$22.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$17.9M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$57.2M

Top Sellers

1
FAM
1
Foxhaven Asset Management
Virginia
$13.1M
2
WEO
2
William E. Oberndorf
$46.9M
3
FCM
3
Frontier Capital Management
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$581K
5
RP
5
Riverbridge Partners
Minnesota
$48.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
101
Ingalls & Snyder LLC
New York
$294K +$294K +7,450 New
Russell Investments Group
102
Russell Investments Group
United Kingdom
$292K +$19.4K +490 +7%
Holocene Advisors
103
Holocene Advisors
New York
$265K +$265K +6,702 New
FHB
104
First Hawaiian Bank
Hawaii
$260K +$260K +6,590 New
BCM
105
Bayesian Capital Management
New York
$254K +$254K +6,425 New
CSS
106
Cubist Systematic Strategies
Connecticut
$237K +$237K +5,994 New
II
107
Ibex Investors
Colorado
$222K +$222K +5,612 New
Principal Financial Group
108
Principal Financial Group
Iowa
$222K +$222K +5,617 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$217K +$789 +20 +0.4%
Verition Fund Management
110
Verition Fund Management
Connecticut
$217K +$217K +5,501 New
KIG
111
Kessler Investment Group
Indiana
$213K +$213K +5,393 New
WG
112
Winton Group
United Kingdom
$211K -$159K -4,031 -43%
Legal & General Group
113
Legal & General Group
United Kingdom
$186K +$24.1K +611 +15%
JIM
114
Jupiter Investment Management
United Kingdom
$162K – – –
CAM
115
CenterStar Asset Management
Illinois
$144K – – –
Group One Trading
116
Group One Trading
Illinois
$142K +$142K +3,600 New
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$136K – – –
Walleye Trading
118
Walleye Trading
New York
$121K +$121K +3,075 New
Canada Life
119
Canada Life
Manitoba, Canada
$117K – – –
SCM
120
Silvant Capital Management
Georgia
$113K +$113K +2,850 New
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$92K – – –
QT
122
Quantbot Technologies
New York
$90K +$90K +2,289 New
AIP
123
Ameritas Investment Partners
Nebraska
$86K – – –
PHK
124
Point72 Hong Kong
Hong Kong
$82K +$82K +2,072 New
CG
125
Cutler Group
California
$58K +$31.9K +809 +123%
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5
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