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Workiva
WK

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.

New
Increased
Maintained
Reduced
Closed

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

30% more capital invested

Capital invested by funds: $102M → $133M (+$30.6M)

2.76% more ownership

Funds ownership: 30.75% → 33.51% (+2.8%)

2% more funds holding

Funds holding: 58 → 59 (+1)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
28
Reduced
12
Closed
8
Calls
$13K
Puts
$1K
Net Calls
+$12K
Net Calls Change
+$12K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$4.84M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.6M
3
NCGI
Next Century Growth Investors
Minnesota
+$2.98M
4
State Street
State Street
Massachusetts
+$2.7M
5
BIT
BlackRock Institutional Trust
California
+$1.74M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$4.63M
2
Principal Financial Group
Principal Financial Group
Iowa
-$4.34M
3
TAM
Telemark Asset Management
Massachusetts
-$3.28M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$1.63M
5
CCM
Coe Capital Management
Illinois
-$514K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1
Cadian Capital Management
New York
$33.7M -$229K -18,100 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$22.5M -$382K -30,125 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.2M +$687K +54,195 +6%
BFA
4
BlackRock Fund Advisors
California
$7.82M +$4.84M +382,102 +201%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.25M +$4.6M +362,857 +217%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$6.72M -$1.63M -128,314 -21%
State Street
7
State Street
Massachusetts
$3.98M +$2.7M +212,743 +272%
BIT
8
BlackRock Institutional Trust
California
$3.4M +$1.74M +137,125 +122%
Northern Trust
9
Northern Trust
Illinois
$3.31M +$1.71M +135,141 +126%
NCGI
10
Next Century Growth Investors
Minnesota
$3.21M +$2.98M +235,040 New
WA
11
Wasatch Advisors
Utah
$2.77M +$604K +47,611 +31%
CS
12
Credit Suisse
Switzerland
$2.61M +$94.8K +7,476 +4%
MPI
13
Mairs & Power Inc
Minnesota
$2.5M +$747K +58,900 +47%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.06M +$279K +22,034 +17%
TF
15
Trutina Financial
Washington
$1.89M -$56.8K -4,480 -3%
BIM
16
BlackRock Investment Management
Delaware
$1.15M +$738K +58,243 +224%
SIM
17
Spark Investment Management
New York
$1.14M +$1.06M +83,500 New
IFAM
18
Institutional & Family Asset Management
Colorado
$986K +$915K +72,203 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$958K +$353K +27,873 +66%
TCIM
20
TIAA CREF Investment Management
New York
$943K +$382K +30,143 +77%
Ameriprise
21
Ameriprise
Minnesota
$869K -$74K -5,839 -8%
HighTower Advisors
22
HighTower Advisors
Illinois
$860K -$7.99K -630 -1%
Charles Schwab
23
Charles Schwab
California
$848K +$270K +21,282 +52%
Renaissance Technologies
24
Renaissance Technologies
New York
$790K +$535K +42,200 +271%
Bank of America
25
Bank of America
North Carolina
$747K +$403K +31,757 +138%
1
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WK Hedge Fund Activity: Q2 2016 in Review

59 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2016, worth a combined $133M — up 30% from $102M 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 30% 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.