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Workiva
WK

Overview Fund Activity

63 hedge funds and large institutions have $160M invested in Workiva in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+13
Holders Change %
+26%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
23
Reduced
12
Closed
6
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
-$87K

Top Buyers

1
RFC
1
Russell Frank Company
Washington
$1.53M
2
MPI
2
Mairs & Power Inc
Minnesota
$1.47M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.24M
4
TCM
4
Timpani Capital Management
Wisconsin
$1.34M
5
EI
5
EAM Investors
California
$1M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.78M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$5.52M
4
HRCM
4
Hood River Capital Management
Florida
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Cadian Capital Management
New York
$44.5M 2,530,237 -47,355 -2%
Morgan Stanley
2
Morgan Stanley
New York
$30.7M 1,745,244 +14,747 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.5M 710,073 +41,231 +6%
UBS AM
4
UBS AM
Illinois
$9.14M 520,353 -44,338 -8%
Principal Financial Group
5
Principal Financial Group
Iowa
$7.37M 419,600 – –
Citadel Advisors
6
Citadel Advisors
Florida
$5.78M 328,865 -167,113 -34%
Alyeska Investment Group
7
Alyeska Investment Group
Illinois
$5.52M 313,949 -116,600 -27%
TAM
8
Telemark Asset Management
Massachusetts
$5.27M 300,000 – –
BFA
9
BlackRock Fund Advisors
California
$3.52M 200,428 +9,106 +5%
CS
10
Credit Suisse
Switzerland
$3.21M 182,577 -2,051 -1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$2.95M 167,600 – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.24M 127,617 +79,423 +165%
WA
13
Wasatch Advisors
Utah
$2.01M 114,388 +8 +0%
BIT
14
BlackRock Institutional Trust
California
$1.99M 113,092 +15,574 +16%
Northern Trust
15
Northern Trust
Illinois
$1.8M 102,554 +15,468 +18%
RFC
16
Russell Frank Company
Washington
$1.53M 84,319 +84,319 New
MPI
17
Mairs & Power Inc
Minnesota
$1.47M 83,423 +83,423 New
TCM
18
Timpani Capital Management
Wisconsin
$1.34M 76,261 +76,261 New
MC
19
Menta Capital
California
$1.25M 71,092 -18,307 -20%
Ameriprise
20
Ameriprise
Minnesota
$1.22M 69,454 +42,378 +157%
State Street
21
State Street
Massachusetts
$1.22M 69,290 +15,643 +29%
TF
22
Trutina Financial
Washington
$1.04M 59,400 – –
EI
23
EAM Investors
California
$1M 57,015 +57,015 New
Wells Fargo
24
Wells Fargo
California
$855K 48,657 +4,652 +11%
TCIM
25
TIAA CREF Investment Management
New York
$846K 48,127 -21,400 -31%
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