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Workiva
WK

Overview Fund Activity

70 hedge funds and large institutions have $190M invested in Workiva in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.75%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
13
Increased
26
Reduced
21
Closed
10
Calls
$439K
Puts
–
Net Calls
+$439K
Net Calls Change
+$470K

Top Buyers

1
BlackRock
1
BlackRock
New York
$20.4M
2
HWM
2
Highwater Wealth Management
Colorado
$11.7M
3
WEO
3
William E. Oberndorf
$37.1M
4
DAM
4
Dorsey Asset Management
Illinois
$10.1M
5
HRCM
5
Hawk Ridge Capital Management
California
$13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.91M
2
CCM
2
Cadian Capital Management
New York
$9.39M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$363K
4
WA
4
Wasatch Advisors
Utah
$0
5
Millennium Management
5
Millennium Management
New York
$628K
Name Market Value Shares Shares
Change 		Shares
Change %
WEO
1
William E. Oberndorf
$37.1M 2,369,384 +662,408 +39%
BlackRock
2
BlackRock
New York
$20.4M 1,305,029 +1,301,662 +38,659%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.6M 1,189,018 +141,977 +14%
HRCM
4
Hawk Ridge Capital Management
California
$13M 831,048 +590,740 +246%
HWM
5
Highwater Wealth Management
Colorado
$11.7M 750,000 +750,000 New
DAM
6
Dorsey Asset Management
Illinois
$10.1M 645,973 +645,973 New
CCM
7
Cadian Capital Management
New York
$9.39M 600,082 -261,205 -30%
DGI
8
Discovery Group I
Illinois
$7.22M 460,991 +460,991 New
FCM
9
Frontier Capital Management
Massachusetts
$5.68M 362,820 +362,820 New
State Street
10
State Street
Massachusetts
$5.18M 330,666 -692 -0.2%
Morgan Stanley
11
Morgan Stanley
New York
$4.91M 313,859 -966,620 -75%
MPI
12
Mairs & Power Inc
Minnesota
$4.72M 301,823 +44,430 +17%
Northern Trust
13
Northern Trust
Illinois
$3.9M 249,473 +4,014 +2%
PCR
14
Potrero Capital Research
California
$3.26M 208,092 +3,016 +1%
CS
15
Credit Suisse
Switzerland
$2.9M 185,124 -4,415 -2%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.77M 176,771 +31,983 +22%
Two Sigma Investments
17
Two Sigma Investments
New York
$2.45M 156,822 +40,333 +35%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.42M 154,844 +3,639 +2%
Chevy Chase Trust
19
Chevy Chase Trust
Maryland
$1.94M 123,679 +113,250 +1,086%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$1.46M 93,300 +15,500 +20%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.44M 91,951 +81,534 +783%
TCIM
22
TIAA CREF Investment Management
New York
$1.32M 84,491 -5,526 -6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.29M 82,098 +5,102 +7%
TA
24
Teachers Advisors
New York
$1.14M 72,894 +1,680 +2%
IFAM
25
Institutional & Family Asset Management
Colorado
$1.13M 72,203 – –
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