Workiva
59 hedge funds and large institutions have $133M invested in Workiva in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 8 closing their positions.
1,200% more call options, than puts
Call options by funds: $13K | Put options by funds: $1K
133% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 12
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
28% more capital invested
Capital invested by funds: $104M → $133M (+$29.1M)
2.76% more ownership
Funds ownership: 30.75% → 33.51% (+2.8%)
2% more funds holding
Funds holding: 58 → 59 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$4.84M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.6M |
| 3 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$2.98M |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.7M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$4.63M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$4.34M |
| 3 |
TAM
Telemark Asset Management
Boston,
Massachusetts
|
-$3.28M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$1.63M |
| 5 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
-$514K |
WK Hedge Fund Activity: Q2 2016 in Review
59 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2016, worth a combined $133M — up 28% from $104M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WK positions and 8 closed out — a net gain of 3 holders — while 28 added to existing stakes and 12 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $4.84M. The largest seller was UBS AM, exiting entirely with an estimated $4.63M sold.
- 59 institutional investors held Workiva (WK) as of Q2 2016, up from 58 in Q1 2016.
- Funds reported $133M of Workiva stock for Q2 2016, up 28% quarter-over-quarter.
- 11 funds opened new Workiva positions in Q2 2016 and 8 closed out, a net change of +3 holders.
- The largest Workiva buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $4.84M added.
- The largest Workiva seller in Q2 2016 was UBS AM, an estimated $4.63M sold.
Based on aggregated 13F filings for Q2 2016.