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Workiva
WK

Overview Fund Activity

174 hedge funds and large institutions have $1.23B invested in Workiva in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 44 reducing their positions, and 29 closing their positions.

Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
3.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
79
Reduced
44
Closed
29
Calls
$5.7M
Puts
$1.68M
Net Calls
+$4.02M
Net Calls Change
-$2.19M

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$77.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$57.4M
3
Norges Bank
3
Norges Bank
Norway
$24.1M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$150M
5
RIM
5
Ranger Investment Management
Texas
$32.6M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$18.5M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$2.16M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$729K
5
Millennium Management
5
Millennium Management
New York
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Holdings
101
Nomura Holdings
Japan
$694K 16,000 +16,000 New
MIM
102
MetLife Investment Management
New Jersey
$685K 15,621 – –
SI
103
Stephens Inc
Arkansas
$589K 13,448 -8,000 -37%
HWM
104
Highwater Wealth Management
Colorado
$588K 13,415 +2,000 +18%
Citigroup
105
Citigroup
New York
$541K 12,340 -3,673 -23%
SSA
106
Schonfeld Strategic Advisors
New York
$535K 12,200 +12,200 New
OAM
107
Oppenheimer Asset Management
New York
$515K 11,758 -500 -4%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$495K 11,301 +1,966 +21%
OA
109
Oak Associates
Ohio
$481K 10,970 – –
LB
110
Legacy Bridge
Iowa
$475K 10,841 – –
BAM
111
Blueshift Asset Management
New Jersey
$473K 10,793 +10,793 New
SRAM
112
Stone Ridge Asset Management
New York
$449K 10,242 – –
Capstone Investment Advisors
113
Capstone Investment Advisors
New York
$438K 10,000 +10,000 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$405K 9,248 +293 +3%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$405K 9,260 +654 +8%
WCM
116
Weld Capital Management
New York
$388K 8,852 +1,729 +24%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$380K 8,672 +830 +11%
AIA
118
Affinity Investment Advisors
California
$375K 8,553 – –
HF
119
HRT Financial
New York
$350K 7,999 +7,999 New
APG Asset Management
120
APG Asset Management
Netherlands
$335K 8,331 +8,331 New
SCM
121
Silvant Capital Management
Georgia
$334K 7,626 +1,732 +29%
SF
122
Synovus Financial
Georgia
$325K 7,432 +7,432 New
RWP
123
RWA Wealth Partners
Massachusetts
$323K 7,375 – –
LPL Financial
124
LPL Financial
California
$322K 7,346 -3,348 -31%
PTC
125
Petrus Trust Company
Texas
$311K 7,087 +2,297 +48%
3 4
5
6 7