Workiva
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cadian Capital Management
New York
|
+$28.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.79M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.75M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$891K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$781K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.6M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$13.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.9M |
| 4 |
Millennium Management
New York
|
-$1.02M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$1M |
WK Hedge Fund Activity: Q1 2015 in Review
38 of the 3,770 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.