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Workiva
WK

Overview Fund Activity

58 hedge funds and large institutions have $102M invested in Workiva in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 14 closing their positions.

Holders
58
Holders Change
-5
Holders Change %
-7.94%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
13
Closed
14
Calls
$2K
Puts
$2K
Net Calls
–
Net Calls Change
-$59K

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$7.22M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.8M
3
TF
3
Trutina Financial
Washington
$1.66M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$743K
5
CCM
5
Coe Capital Management
Illinois
$514K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
UBS AM
2
UBS AM
Illinois
$4.63M
3
TCM
3
Timpani Capital Management
Wisconsin
$0
4
EI
4
EAM Investors
California
$0
5
RFC
5
Russell Frank Company
Washington
$43K
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Cadian Capital Management
New York
$29M 2,486,495 -43,742 -2%
Morgan Stanley
2
Morgan Stanley
New York
$19.5M 1,675,225 -70,019 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.8M 840,945 +130,872 +18%
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$7.22M 620,063 +306,114 +98%
UBS AM
5
UBS AM
Illinois
$4.63M 397,250 -123,103 -24%
Principal Financial Group
6
Principal Financial Group
Iowa
$4.35M 373,000 -46,600 -11%
TAM
7
Telemark Asset Management
Massachusetts
$3.28M 281,700 -18,300 -6%
BFA
8
BlackRock Fund Advisors
California
$2.21M 190,062 -10,366 -5%
CS
9
Credit Suisse
Switzerland
$2.14M 183,342 +765 +0.4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.95M 167,600 – –
WA
11
Wasatch Advisors
Utah
$1.81M 155,119 +40,731 +36%
TF
12
Trutina Financial
Washington
$1.66M 142,641 +83,241 +140%
MPI
13
Mairs & Power Inc
Minnesota
$1.45M 124,123 +40,700 +49%
BIT
14
BlackRock Institutional Trust
California
$1.3M 111,964 -1,128 -1%
Northern Trust
15
Northern Trust
Illinois
$1.25M 107,183 +4,629 +5%
State Street
16
State Street
Massachusetts
$911K 78,230 +8,940 +13%
Ameriprise
17
Ameriprise
Minnesota
$809K 69,454 – –
HighTower Advisors
18
HighTower Advisors
Illinois
$743K 63,737 +63,737 New
MC
19
Menta Capital
California
$731K 62,772 -8,320 -12%
Wells Fargo
20
Wells Fargo
California
$704K 60,477 +11,820 +24%
BCM
21
BTC Capital Management
Iowa
$528K 45,300 – –
CCM
22
Coe Capital Management
Illinois
$514K 44,110 +44,110 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$492K 42,255 +153 +0.4%
Charles Schwab
24
Charles Schwab
California
$476K 40,778 +1,071 +3%
Millennium Management
25
Millennium Management
New York
$458K 39,344 +39,344 New
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