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Workiva
WK

Overview Fund Activity

178 hedge funds and large institutions have $1.52B invested in Workiva in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 77 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
178
Holders Change
+19
Holders Change %
+11.95%
% of All Funds
3.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
38
Increased
77
Reduced
38
Closed
16
Calls
$7.27M
Puts
$1.06M
Net Calls
+$6.21M
Net Calls Change
+$4.97M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$204M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$32.8M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$23.6M
5
BlackRock
5
BlackRock
New York
$155M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.3M
2
Millennium Management
2
Millennium Management
New York
$15.3M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$5.31M
4
American Century Companies
4
American Century Companies
Missouri
$4.48M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
151
Ameritas Investment Partners
Nebraska
$174K 2,998 +638 +27%
RIA
152
Realta Investment Advisors
Delaware
$174K 2,975 +1,700 +133%
MIFH
153
Migdal Insurance & Financial Holdings
Israel
$151K 2,603 +2,603 New
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$135K 2,325 – –
CG
155
Cutler Group
California
$113K 1,960 +1,960 New
PI
156
PEAK6 Investments
Illinois
$111K 1,908 -17,640 -90%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$109K 1,874 +335 +22%
ASN
158
Advisory Services Network
Georgia
$102K 1,759 – –
MAM
159
Meeder Asset Management
Ohio
$96K 1,654 +1,130 +216%
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$91K 1,569 +1,569 New
NIT
161
NumerixS Investment Technologies
British Columbia, Canada
$70K 1,200 – –
Walleye Capital
162
Walleye Capital
New York
$69K 1,180 +1,180 New
Point72 Asset Management
163
Point72 Asset Management
Connecticut
$52K 900 +900 New
AG
164
Advisor Group
Arizona
$41K 710 – –
LTFS
165
Ladenburg Thalmann Financial Services
Florida
$27K 462 +390 +542%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$26K 450 – –
PCM
167
Prelude Capital Management
New York
$20K 340 – –
FHA
168
First Horizon Advisors
Tennessee
$18K 313 – –
AS
169
Altshuler Shaham
Israel
$18K 305 +79 +35%
CFGS
170
Concourse Financial Group Securities
Alabama
$12K 200 – –
TC
171
Truvestments Capital
Florida
$9K 150 +150 New
PFBT
172
Parkside Financial Bank & Trust
Missouri
$7K 114 – –
S
173
SignatureFD
Georgia
$7K 120 – –
GRP
174
Global Retirement Partners
California
$4K 76 +76 New
PCP
175
Proficio Capital Partners
Massachusetts
$4K 76 +76 New
4 5 6
7
8