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Workiva
WK

Overview Fund Activity

155 hedge funds and large institutions have $1.19B invested in Workiva in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-19
Holders Change %
-10.92%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
56
Reduced
54
Closed
38
Calls
$1.03M
Puts
$1.17M
Net Calls
-$148K
Net Calls Change
-$4.17M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$162M
2
Brown Advisory
2
Brown Advisory
Maryland
$89.3M
3
Millennium Management
3
Millennium Management
New York
$12M
4
SAM
4
Silvercrest Asset Management
New York
$9.39M
5
SP
5
StackLine Partners
New York
$8.12M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$5.5M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.43M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$73.4M
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$7K +$4.12K +103 +143%
S
152
SignatureFD
Georgia
$5K – – –
PFBT
153
Parkside Financial Bank & Trust
Missouri
$3K – – –
TRCT
154
Tower Research Capital (TRC)
New York
$2K +$2K +40 New
AF
155
Advisornet Financial
Minnesota
$2K +$2K +41 New
Invesco
156
Invesco
Georgia
– -$13M -296,884 Closed
HIM
157
Hillsdale Investment Management
Ontario, Canada
– -$3.44M -78,500 Closed
Balyasny Asset Management
158
Balyasny Asset Management
Illinois
– -$2.9M -66,046 Closed
Wellington Management Group
159
Wellington Management Group
Massachusetts
– -$2.81M -64,071 Closed
OCM
160
Osterweis Capital Management
California
– -$2.81M -64,015 Closed
MSL
161
Mackay Shields LLC
New York
– -$1.88M -42,827 Closed
CSS
162
Cubist Systematic Strategies
Connecticut
– -$1.81M -41,272 Closed
Axa
163
Axa
France
– -$1.28M -29,300 Closed
Tudor Investment Corp
164
Tudor Investment Corp
Connecticut
– -$945K -21,570 Closed
SO
165
STRS Ohio
Ohio
– -$924K -21,100 Closed
CC
166
Cipher Capital
New York
– -$812K -18,513 Closed
PSUF
167
People's United Financial
Connecticut
– -$744K -16,986 Closed
MWNA
168
Marshall Wace North America
New York
– -$737K -16,806 Closed
SI
169
Stephens Inc
Arkansas
– -$589K -13,448 Closed
BAM
170
Blueshift Asset Management
New Jersey
– -$473K -10,793 Closed
Capstone Investment Advisors
171
Capstone Investment Advisors
New York
– -$438K -10,000 Closed
WCM
172
Weld Capital Management
New York
– -$388K -8,852 Closed
APG Asset Management
173
APG Asset Management
Netherlands
– -$335K -8,331 Closed
HF
174
HRT Financial
New York
– -$350K -7,999 Closed
LPL Financial
175
LPL Financial
California
– -$322K -7,346 Closed
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