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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 %
RA
176
Royce & Associates
New York
– -$7.44M -128,000 Closed
BIM
177
Bogle Investment Management
Massachusetts
– -$6.58M -113,209 Closed
American Century Companies
178
American Century Companies
Missouri
– -$4.48M -77,087 Closed
OAM
179
Oxford Asset Management
United Kingdom
– -$3.7M -63,684 Closed
AAM
180
Arabesque Asset Management
United Kingdom
– -$3.3M -56,738 Closed
Walleye Trading
181
Walleye Trading
New York
– -$3.13M -53,856 Closed
EI
182
EAM Investors
California
– -$2.17M -37,282 Closed
Comerica Bank
183
Comerica Bank
Texas
– -$1.08M -18,382 Closed
LCM
184
Laurion Capital Management
New York
– -$709K -12,205 Closed
CANY
185
Caxton Associates (New York)
New York
– -$604K -10,413 Closed
USAA
186
United Services Automobile Association
Texas
– -$401K -6,904 Closed
Ameriprise
187
Ameriprise
Minnesota
– -$367K -6,307 Closed
SEC
188
Seven Eight Capital
New York
– -$337K -5,800 Closed
GAM
189
Gotham Asset Management
New York
– -$299K -5,144 Closed
Prudential Financial
190
Prudential Financial
New Jersey
– -$243K -4,174 Closed
CCIA
191
Campbell & Co Investment Adviser
Maryland
– -$236K -4,058 Closed
Canada Life
192
Canada Life
Manitoba, Canada
– -$233K -4,019 Closed
HSBC Holdings
193
HSBC Holdings
United Kingdom
– -$231K -3,968 Closed
VRS
194
Virginia Retirement Systems
Virginia
– -$227K -3,900 Closed
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
– -$218K -3,750 Closed
AG
196
Aperio Group
California
– -$215K -3,695 Closed
Walleye Capital
197
Walleye Capital
New York
– -$69K -1,180 Closed
CFGS
198
Concourse Financial Group Securities
Alabama
– -$12K -200 Closed
TC
199
Truvestments Capital
Florida
– -$9K -150 Closed
PCP
200
Proficio Capital Partners
Massachusetts
– -$4K -76 Closed
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