Workiva
83 hedge funds and large institutions have $307M invested in Workiva in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 8 closing their positions.
295% more call options, than puts
Call options by funds: $593K | Put options by funds: $150K
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
38% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 21
20% more capital invested
Capital invested by funds: $257M → $307M (+$50.5M)
5% more funds holding
Funds holding: 79 → 83 (+4)
3.22% more ownership
Funds ownership: 44.15% → 47.37% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAM
Dorsey Asset Management
Chicago,
Illinois
|
+$9.76M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.84M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.86M |
| 4 |
Millennium Management
New York
|
+$2.42M |
| 5 |
Renaissance Technologies
New York
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$1.65M |
| 2 |
DGI
Discovery Group I
Chicago,
Illinois
|
-$1.22M |
| 3 |
Morgan Stanley
New York
|
-$1.2M |
| 4 |
Two Sigma Investments
New York
|
-$641K |
| 5 |
D.E. Shaw & Co
New York
|
-$536K |
WK Hedge Fund Activity: Q3 2017 in Review
83 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2017, worth a combined $307M — up 20% from $257M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WK positions and 8 closed out — a net gain of 5 holders — while 29 added to existing stakes and 21 trimmed.
The largest buyer was Dorsey Asset Management, adding an estimated $9.76M. The largest seller was Frontier Capital Management, cutting an estimated $1.65M.
- 83 institutional investors held Workiva (WK) as of Q3 2017, up from 79 in Q2 2017.
- Funds reported $307M of Workiva stock for Q3 2017, up 20% quarter-over-quarter.
- 13 funds opened new Workiva positions in Q3 2017 and 8 closed out, a net change of +5 holders.
- The largest Workiva buyer in Q3 2017 was Dorsey Asset Management, an estimated $9.76M added.
- The largest Workiva seller in Q3 2017 was Frontier Capital Management, an estimated $1.65M sold.
Based on aggregated 13F filings for Q3 2017.