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Workiva
WK

38 hedge funds and large institutions have $98.5M invested in Workiva in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 2 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

73% more funds holding

Funds holding: 22 → 38 (+16)

1% less capital invested

Capital invested by funds: $99.5M → $98.5M (-$1.03M)

2.77% less ownership

Funds ownership: 27.41% → 24.64% (-2.8%)

80% less call options, than puts

Call options by funds: $10K | Put options by funds: $49K

83% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 12

Holders
38
Holders Change
+16
Holders Change %
+72.73%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
2
Reduced
12
Closed
6
Calls
$10K
Puts
$49K
Net Calls
-$39K
Net Calls Change
-$39K

Top Buyers

1
CCM
Cadian Capital Management
New York
+$28.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.79M
3
BFA
BlackRock Fund Advisors
California
+$2.75M
4
PAM
Panagora Asset Management
Massachusetts
+$891K
5
BIT
BlackRock Institutional Trust
California
+$781K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.6M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$13.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.9M
4
Millennium Management
Millennium Management
New York
-$1.02M
5
Norges Bank
Norges Bank
Norway
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1
Cadian Capital Management
New York
$36.2M +$28.7M +2,067,288 +459%
Citadel Advisors
2
Citadel Advisors
Florida
$17.4M -$924K -66,567 -5%
UBS AM
3
UBS AM
Illinois
$7.44M -$132K -9,500 -2%
Principal Financial Group
4
Principal Financial Group
Iowa
$5.87M +$115K +8,300 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.8M -$11.9M -856,690 -68%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$5.18M – – –
EVM
7
Eaton Vance Management
Massachusetts
$4.75M -$768K -55,294 -14%
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.9M +$2.79M +201,271 New
BFA
9
BlackRock Fund Advisors
California
$2.86M +$2.75M +198,342 New
Federated Hermes
10
Federated Hermes
Pennsylvania
$2.75M – – –
PAM
11
Panagora Asset Management
Massachusetts
$924K +$891K +64,181 New
BIT
12
BlackRock Institutional Trust
California
$810K +$781K +56,228 New
Millennium Management
13
Millennium Management
New York
$750K -$1.02M -73,205 -58%
HCS
14
Harvest Capital Strategies
California
$720K -$881K -63,454 -56%
BCM
15
BlueMar Capital Management
Florida
$628K +$605K +43,600 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$575K +$555K +39,971 New
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$574K +$553K +39,842 New
TI
18
Turner Investments
Pennsylvania
$494K -$286K -20,580 -37%
BIM
19
BlackRock Investment Management
Delaware
$303K +$292K +21,054 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$278K +$268K +19,330 New
Northern Trust
21
Northern Trust
Illinois
$272K +$262K +18,885 New
CS
22
Credit Suisse
Switzerland
$244K +$236K +16,975 New
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$189K +$182K +13,100 New
Goldman Sachs
24
Goldman Sachs
New York
$188K -$352K -25,371 -66%
Morgan Stanley
25
Morgan Stanley
New York
$140K -$13.6M -979,068 -99%
1
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WK Hedge Fund Activity: Q1 2015 in Review

38 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q1 2015, worth a combined $98.5M — down 1% from $99.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WK positions and 6 closed out — a net gain of 16 holders — while 2 added to existing stakes and 12 trimmed.

The largest buyer was Cadian Capital Management, adding an estimated $28.7M. The largest seller was Morgan Stanley, cutting an estimated $13.6M.

  • 38 institutional investors held Workiva (WK) as of Q1 2015, up from 22 in Q4 2014.
  • Funds reported $98.5M of Workiva stock for Q1 2015, down 1% quarter-over-quarter.
  • 22 funds opened new Workiva positions in Q1 2015 and 6 closed out, a net change of +16 holders.
  • The largest Workiva buyer in Q1 2015 was Cadian Capital Management, an estimated $28.7M added.
  • The largest Workiva seller in Q1 2015 was Morgan Stanley, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2015.