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Workiva
WK

71 hedge funds and large institutions have $197M invested in Workiva in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

48% more capital invested

Capital invested by funds: $133M → $197M (+$63.9M)

20% more funds holding

Funds holding: 59 → 71 (+12)

2.8% more ownership

Funds ownership: 33.51% → 36.31% (+2.8%)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
23
Reduced
21
Closed
5
Calls
$31K
Puts
–
Net Calls
+$31K
Net Calls Change
+$19K

Top Buyers

Rank Fund Capital Flow
1
NCGI
Next Century Growth Investors
Minnesota
+$7.03M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.68M
3
Millennium Management
Millennium Management
New York
+$1.87M
4
EGM
Espalier Global Management
New York
+$1.62M
5
WSA
Wall Street Associates
California
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$4.33M
2
Bank of America
Bank of America
North Carolina
-$870K
3
WA
Wasatch Advisors
Utah
-$861K
4
Morgan Stanley
Morgan Stanley
New York
-$733K
5
CCM
Cadian Capital Management
New York
-$512K

WK Hedge Fund Activity: Q3 2016 in Review

71 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2016, worth a combined $197M — up 48% from $133M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WK positions and 5 closed out — a net gain of 12 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was Next Century Growth Investors, adding an estimated $7.03M. The largest seller was Alyeska Investment Group, cutting an estimated $4.33M.

  • 71 institutional investors held Workiva (WK) as of Q3 2016, up from 59 in Q2 2016.
  • Funds reported $197M of Workiva stock for Q3 2016, up 48% quarter-over-quarter.
  • 17 funds opened new Workiva positions in Q3 2016 and 5 closed out, a net change of +12 holders.
  • The largest Workiva buyer in Q3 2016 was Next Century Growth Investors, an estimated $7.03M added.
  • The largest Workiva seller in Q3 2016 was Alyeska Investment Group, an estimated $4.33M sold.

Based on aggregated 13F filings for Q3 2016.