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Workiva
WK

Overview Fund Activity

50 hedge funds and large institutions have $138M invested in Workiva in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
12
Closed
7
Calls
$146K
Puts
–
Net Calls
+$146K
Net Calls Change
+$46K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.2M
3
TAM
3
Telemark Asset Management
Massachusetts
$4.56M
4
WA
4
Wasatch Advisors
Utah
$1.74M
5
HRCM
5
Hood River Capital Management
Florida
$960K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.55M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.53M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$3K
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$6.37M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Cadian Capital Management
New York
$39.2M 2,577,592 – –
Morgan Stanley
2
Morgan Stanley
New York
$26.3M 1,730,497 +1,003,983 +138%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.2M 668,842 +442,624 +196%
UBS AM
4
UBS AM
Illinois
$8.58M 564,691 +56,926 +11%
Citadel Advisors
5
Citadel Advisors
Florida
$7.53M 495,978 -173,967 -26%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$6.54M 430,549 +27,611 +7%
Principal Financial Group
7
Principal Financial Group
Iowa
$6.37M 419,600 -16,515 -4%
TAM
8
Telemark Asset Management
Massachusetts
$4.56M 300,000 +159,300 +113%
EVM
9
Eaton Vance Management
Massachusetts
$3.7M 243,238 +65 +0%
BFA
10
BlackRock Fund Advisors
California
$2.91M 191,322 -4,539 -2%
CS
11
Credit Suisse
Switzerland
$2.8M 184,628 +1,980 +1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$2.55M 167,600 -222,473 -57%
WA
13
Wasatch Advisors
Utah
$1.74M 114,380 +114,380 New
BIT
14
BlackRock Institutional Trust
California
$1.48M 97,518 +49,391 +103%
MC
15
Menta Capital
California
$1.36M 89,399 +6,402 +8%
Northern Trust
16
Northern Trust
Illinois
$1.32M 87,086 +16,469 +23%
TCIM
17
TIAA CREF Investment Management
New York
$1.06M 69,527 +17,426 +33%
HRCM
18
Hood River Capital Management
Florida
$960K 63,191 +63,191 New
HighTower Advisors
19
HighTower Advisors
Illinois
$959K 62,977 +62,977 New
TF
20
Trutina Financial
Washington
$902K 59,400 +59,400 New
State Street
21
State Street
Massachusetts
$815K 53,647 +11,207 +26%
HCS
22
Harvest Capital Strategies
California
$760K 50,000 – –
Geode Capital Management
23
Geode Capital Management
Massachusetts
$732K 48,194 – –
Wells Fargo
24
Wells Fargo
California
$668K 44,005 +33,793 +331%
SEI Investments
25
SEI Investments
Pennsylvania
$601K 39,567 +39,567 New
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