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Workiva
WK

49 hedge funds and large institutions have $103M invested in Workiva in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,000% more call options, than puts

Call options by funds: $101K | Put options by funds: $1K

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

65% more capital inflows, than outflows

Capital inflows: $22.4M | Capital outflows: $13.6M

29% more funds holding

Funds holding: 38 → 49 (+11)

2.28% more ownership

Funds ownership: 24.64% → 26.92% (+2.3%)

Holders
49
Holders Change
+11
Holders Change %
+28.95%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
11
Closed
5
Calls
$101K
Puts
$1K
Net Calls
+$100K
Net Calls Change
+$139K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10M
2
Credit Suisse
Credit Suisse
Switzerland
+$2.32M
3
TAM
Telemark Asset Management
Massachusetts
+$1.97M
4
MC
Menta Capital
California
+$1.16M
5
CCM
Cadian Capital Management
New York
+$845K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$7.5M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$1.25M
3
Eaton Vance Management
Eaton Vance Management
Massachusetts
-$1.21M
4
Panagora Asset Management
Panagora Asset Management
Massachusetts
-$924K
5
Millennium Management
Millennium Management
New York
-$750K

WK Hedge Fund Activity: Q2 2015 in Review

49 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2015, worth a combined $103M — up 5% from $98.5M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new WK positions and 5 closed out — a net gain of 11 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10M. The largest seller was Citadel Advisors, cutting an estimated $7.5M.

  • 49 institutional investors held Workiva (WK) as of Q2 2015, up from 38 in Q1 2015.
  • Funds reported $103M of Workiva stock for Q2 2015, up 5% quarter-over-quarter.
  • 16 funds opened new Workiva positions in Q2 2015 and 5 closed out, a net change of +11 holders.
  • The largest Workiva buyer in Q2 2015 was Morgan Stanley, an estimated $10M added.
  • The largest Workiva seller in Q2 2015 was Citadel Advisors, an estimated $7.5M sold.

Based on aggregated 13F filings for Q2 2015.