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Workiva
WK

Overview Fund Activity

74 hedge funds and large institutions have $138M invested in Workiva in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
34
Reduced
14
Closed
11
Calls
$149K
Puts
$180K
Net Calls
-$31K
Net Calls Change
-$62K

Top Buyers

1
WEO
1
William E. Oberndorf
$23.3M
2
HRCM
2
Hawk Ridge Capital Management
California
$3.28M
3
PCR
3
Potrero Capital Research
California
$2.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.3M
5
BFA
5
BlackRock Fund Advisors
California
$9.57M

Top Sellers

1
CCM
1
Cadian Capital Management
New York
$11.8M
2
NCGI
2
Next Century Growth Investors
Minnesota
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.12M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.5M
5
EGM
5
Espalier Global Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WEO
1
William E. Oberndorf
$23.3M 1,706,976 +1,706,976 New
Morgan Stanley
2
Morgan Stanley
New York
$17.5M 1,280,479 -319,435 -20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.3M 1,047,041 +104,218 +11%
CCM
4
Cadian Capital Management
New York
$11.8M 861,287 -1,575,500 -65%
BFA
5
BlackRock Fund Advisors
California
$9.57M 701,314 +92,538 +15%
BIT
6
BlackRock Institutional Trust
California
$5.52M 404,281 +92,348 +30%
State Street
7
State Street
Massachusetts
$4.52M 331,358 +13,881 +4%
MPI
8
Mairs & Power Inc
Minnesota
$3.51M 257,393 +46,870 +22%
Northern Trust
9
Northern Trust
Illinois
$3.35M 245,459 +3,126 +1%
HRCM
10
Hawk Ridge Capital Management
California
$3.28M 240,308 +240,308 New
PCR
11
Potrero Capital Research
California
$2.8M 205,076 +113,469 +124%
CS
12
Credit Suisse
Switzerland
$2.59M 189,539 -88 -0%
Millennium Management
13
Millennium Management
New York
$2.22M 162,440 +47,235 +41%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$2.12M 155,301 -725,356 -82%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.06M 151,205 +5,995 +4%
WA
16
Wasatch Advisors
Utah
$2.04M 149,653 – –
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.98M 144,788 +41,180 +40%
TF
18
Trutina Financial
Washington
$1.83M 134,075 – –
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$1.81M 132,380 -92,620 -41%
Two Sigma Investments
20
Two Sigma Investments
New York
$1.59M 116,489 +61,720 +113%
TCIM
21
TIAA CREF Investment Management
New York
$1.23M 90,017 +9,403 +12%
BIM
22
BlackRock Investment Management
Delaware
$1.15M 84,480 +364 +0.4%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$1.06M 77,800 +11,600 +18%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.05M 76,996 +7,600 +11%
IFAM
25
Institutional & Family Asset Management
Colorado
$986K 72,203 – –
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