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Workiva
WK

Overview Fund Activity

79 hedge funds and large institutions have $257M invested in Workiva in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
13
Increased
33
Reduced
21
Closed
4
Calls
$417K
Puts
$4K
Net Calls
+$413K
Net Calls Change
-$26K

Top Buyers

1
DGI
1
Discovery Group I
Illinois
$25.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.01M
3
SIM
3
Spark Investment Management
New York
$4.49M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.02M

Top Sellers

1
CCM
1
Cadian Capital Management
New York
$0
2
HRCM
2
Hawk Ridge Capital Management
California
$10.9M
3
CS
3
Credit Suisse
Switzerland
$364K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.55M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.57M
Name Market Value Shares Shares
Change 		Shares
Change %
WEO
1
William E. Oberndorf
$45.1M 2,369,384 – –
BlackRock
2
BlackRock
New York
$26.9M 1,412,070 +107,041 +8%
DGI
3
Discovery Group I
Illinois
$25.9M 1,358,471 +897,480 +195%
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.5M 1,336,468 +147,450 +12%
HWM
5
Highwater Wealth Management
Colorado
$14.3M 750,000 – –
DAM
6
Dorsey Asset Management
Illinois
$12.3M 645,973 – –
HRCM
7
Hawk Ridge Capital Management
California
$10.9M 572,243 -258,805 -31%
FCM
8
Frontier Capital Management
Massachusetts
$9.27M 486,707 +123,887 +34%
State Street
9
State Street
Massachusetts
$7.07M 371,323 +40,657 +12%
Renaissance Technologies
10
Renaissance Technologies
New York
$6.01M 315,200 +248,600 +373%
MPI
11
Mairs & Power Inc
Minnesota
$5.51M 289,423 -12,400 -4%
Northern Trust
12
Northern Trust
Illinois
$5.32M 279,409 +29,936 +12%
SIM
13
Spark Investment Management
New York
$4.49M 235,700 +165,300 +235%
PCR
14
Potrero Capital Research
California
$3.96M 208,092 – –
Morgan Stanley
15
Morgan Stanley
New York
$3.55M 186,087 -127,772 -41%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$3.46M 181,660 +26,816 +17%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$3.02M 158,336 +142,595 +906%
Deutsche Bank
18
Deutsche Bank
Germany
$2.89M 151,804 +142,551 +1,541%
MC
19
Menta Capital
California
$2.72M 142,553 +111,295 +356%
OAM
20
Oxford Asset Management
United Kingdom
$2.65M 138,944 +138,944 New
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.57M 134,990 -41,781 -24%
Two Sigma Investments
22
Two Sigma Investments
New York
$2.5M 131,198 -25,624 -16%
Chevy Chase Trust
23
Chevy Chase Trust
Maryland
$2.36M 123,679 – –
Two Sigma Advisers
24
Two Sigma Advisers
New York
$2.28M 119,731 +26,431 +28%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.84M 96,564 +14,466 +18%
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