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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.

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

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$18.5M
2
Federated Hermes
Federated Hermes
Pennsylvania
$2.16M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$729K
5
Millennium Management
Millennium Management
New York
$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
126
Principal Financial Group
Iowa
$302K +$51.3K +1,170 +20%
Victory Capital Management
127
Victory Capital Management
Texas
$301K +$301K +6,874 New
Sumitomo Mitsui Trust Group
128
Sumitomo Mitsui Trust Group
Japan
$294K -$76.4K -1,743 -21%
NICM
129
Neo Ivy Capital Management
New York
$294K +$294K +6,103 New
MIH
130
Meitav Investment House
Israel
$292K +$3.12K +70 +1%
FHB
131
First Hawaiian Bank
Hawaii
$289K – – –
MOS
132
MGO One Seven
Ohio
$284K +$1.8K +41 +0.6%
MAM
133
Meeder Asset Management
Ohio
$282K +$210K +4,780 +289%
RJA
134
Raymond James & Associates
Florida
$273K +$97.3K +2,221 +55%
AB
135
Amalgamated Bank
New York
$271K -$4.03K -92 -1%
RJFSA
136
Raymond James Financial Services Advisors
Florida
$271K +$271K +6,188 New
JPMPWA
137
J.P. Morgan Private Wealth Advisors
California
$268K +$8.77K +200 +3%
ARTA
138
A.R.T. Advisors
New York
$257K -$280K -6,400 -52%
ACI
139
AMP Capital Investors
Australia
$256K – – –
CEP
140
Chicago Equity Partners
Illinois
$255K -$5.92K -135 -2%
XK
141
Xact Kapitalforvaltning
Sweden
$245K – – –
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$239K -$1.53K -35 -0.6%
ISL
143
Ingalls & Snyder LLC
New York
$238K +$238K +5,425 New
LI
144
Leap Investments
Illinois
$228K +$228K +5,200 New
SRC
145
Sage Rhino Capital
California
$219K – – –
Jane Street
146
Jane Street
New York
$218K +$218K +4,966 New
EMG
147
Ellington Management Group
Connecticut
$202K +$202K +4,600 New
PAM
148
Panagora Asset Management
Massachusetts
$195K +$195K +4,454 New
Point72 Asset Management
149
Point72 Asset Management
Connecticut
$188K +$149K +3,400 +378%
MIFH
150
Migdal Insurance & Financial Holdings
Israel
$178K +$64K +1,462 +56%
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