159 hedge funds and large institutions have $1.19B invested in Workiva in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+19
Holders Change %
+13.57%
% of All Funds
3.45%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
42
Increased
54
Reduced
40
Closed
22
Calls
$3.55M
Puts
$2.31M
Net Calls
+$1.24M
Net Calls Change
+$2.27M
Name Holding Trade Value Shares
Change
Shares
Change %
LB
101
Legacy Bridge
Iowa
$552K
Citigroup
102
Citigroup
New York
$537K +$101 +2 +0%
SRAM
103
Stone Ridge Asset Management
New York
$519K
AIM
104
Assured Investment Management
New York
$513K -$180K -3,557 -26%
PSUF
105
People's United Financial
Connecticut
$507K
AIA
106
Affinity Investment Advisors
California
$490K -$34.1K -672 -7%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$446K
CANY
108
Caxton Associates (New York)
New York
$433K +$433K +8,538 New
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$421K
MC
110
Menta Capital
California
$420K -$22.1K -436 -5%
ISB
111
Iowa State Bank
Iowa
$400K -$152K -3,000 -28%
PTC
112
Petrus Trust Company
Texas
$386K +$386K +7,605 New
Nomura Holdings
113
Nomura Holdings
Japan
$349K +$349K +6,900 New
MOS
114
MGO One Seven
Ohio
$348K +$171K +3,374 +96%
FHB
115
First Hawaiian Bank
Hawaii
$334K
USAA
116
United Services Automobile Association
Texas
$326K +$326K +6,425 New
MSL
117
Mackay Shields LLC
New York
$320K
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$316K +$311K +6,142 +6,534%
Capital Fund Management (CFM)
119
Capital Fund Management (CFM)
France
$314K +$314K +6,200 New
SPC
120
Sigma Planning Corp
Michigan
$302K +$302K +5,950 New
JPMPWA
121
J.P. Morgan Private Wealth Advisors
California
$300K +$300K +5,909 New
SCM
122
Silvant Capital Management
Georgia
$299K
JG
123
Jefferies Group
New York
$289K -$456 -9 -0.2%
XK
124
Xact Kapitalforvaltning
Sweden
$284K +$284K +5,600 New
GCP
125
GSA Capital Partners
United Kingdom
$284K +$284K +5,609 New