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Workiva
WK

Overview Fund Activity

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.

Holders
49
Holders Change
+11
Holders Change %
+28.95%
% of All Funds
1.32%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$10M
2
CS
2
Credit Suisse
Switzerland
$2.53M
3
TAM
3
Telemark Asset Management
Massachusetts
$1.95M
4
MC
4
Menta Capital
California
$1.15M
5
CCM
5
Cadian Capital Management
New York
$35.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.27M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$1.41M
3
EVM
3
Eaton Vance Management
Massachusetts
$3.36M
4
PAM
4
Panagora Asset Management
Massachusetts
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Cadian Capital Management
New York
$35.6M 2,577,592 +60,304 +2%
Morgan Stanley
2
Morgan Stanley
New York
$10M 726,514 +716,749 +7,340%
Citadel Advisors
3
Citadel Advisors
Florida
$9.27M 669,945 -535,370 -44%
UBS AM
4
UBS AM
Illinois
$7.02M 507,765 -8,635 -2%
Principal Financial Group
5
Principal Financial Group
Iowa
$6.03M 436,115 +28,315 +7%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$5.57M 402,938 +42,938 +12%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$5.4M 390,073 -12,526 -3%
EVM
8
Eaton Vance Management
Massachusetts
$3.36M 243,173 -86,617 -26%
Vanguard Group
9
Vanguard Group
Pennsylvania
$3.13M 226,218 +24,947 +12%
BFA
10
BlackRock Fund Advisors
California
$2.71M 195,861 -2,481 -1%
CS
11
Credit Suisse
Switzerland
$2.53M 182,648 +165,673 +976%
TAM
12
Telemark Asset Management
Massachusetts
$1.95M 140,700 +140,700 New
Federated Hermes
13
Federated Hermes
Pennsylvania
$1.41M 101,800 -89,100 -47%
MC
14
Menta Capital
California
$1.15M 82,997 +82,997 New
Northern Trust
15
Northern Trust
Illinois
$977K 70,617 +51,732 +274%
TCIM
16
TIAA CREF Investment Management
New York
$721K 52,101 +52,101 New
HCS
17
Harvest Capital Strategies
California
$692K 50,000 – –
BIT
18
BlackRock Institutional Trust
California
$666K 48,127 -8,101 -14%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$666K 48,194 +8,223 +21%
State Street
20
State Street
Massachusetts
$587K 42,440 +42,440 New
Calamos Advisors
21
Calamos Advisors
Illinois
$479K 34,600 +34,600 New
BCM
22
BTC Capital Management
Iowa
$369K 26,681 +26,681 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$360K 26,057 +6,727 +35%
BIM
24
BlackRock Investment Management
Delaware
$355K 25,633 +4,579 +22%
Charles Schwab
25
Charles Schwab
California
$320K 23,084 +23,084 New
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