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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
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 Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$175K – – –
CIP
152
Convergence Investment Partners
Florida
$173K -$41.2K -941 -19%
NIT
153
NumerixS Investment Technologies
British Columbia, Canada
$167K +$114K +2,600 +217%
PI
154
PEAK6 Investments
Illinois
$165K +$81.3K +1,855 +97%
AIP
155
Ameritas Investment Partners
Nebraska
$131K – – –
RIA
156
Realta Investment Advisors
Delaware
$130K – – –
ASN
157
Advisory Services Network
Georgia
$102K – – –
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$102K – – –
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$82K – – –
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$72K +$3.49K +80 +5%
CG
161
Cutler Group
California
$56K -$28.4K -660 -34%
Simplex Trading
162
Simplex Trading
Illinois
$37K -$195K -4,554 -84%
FHA
163
First Horizon Advisors
Tennessee
$31K +$17.5K +408 +130%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$20K – – –
PCM
165
Prelude Capital Management
New York
$18K +$2.7K +60 +18%
AS
166
Altshuler Shaham
Israel
$18K +$4.48K +101 +33%
Group One Trading
167
Group One Trading
Illinois
$14K -$121K -2,812 -90%
SFS
168
Sowell Financial Services
Arkansas
$11K +$11K +256 New
AG
169
Advisor Group
Arizona
$9K -$21.4K -500 -70%
S
170
SignatureFD
Georgia
$5K – – –
QT
171
Quantamental Technologies
New York
$4K -$222K -4,723 -98%
PFBT
172
Parkside Financial Bank & Trust
Missouri
$4K -$1.7K -34 -30%
LTFS
173
Ladenburg Thalmann Financial Services
Florida
$3K -$16.3K -390 -84%
GRP
174
Global Retirement Partners
California
$3K – – –
Fuller & Thaler Asset Management
175
Fuller & Thaler Asset Management
California
– -$9.57M -164,777 Closed
5 6
7
8 9