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Workiva
WK

Overview Fund Activity

96 hedge funds and large institutions have $341M invested in Workiva in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
96
Holders Change
+13
Holders Change %
+15.66%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
20
Increased
32
Reduced
22
Closed
6
Calls
$319K
Puts
$1.31M
Net Calls
-$986K
Net Calls Change
-$1.43M

Top Buyers

1
FAM
1
Foxhaven Asset Management
Virginia
$15.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$16.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$4.26M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.6M

Top Sellers

1
MC
1
Menta Capital
California
$689K
2
OCM
2
Osterweis Capital Management
California
$0
3
EI
3
EAM Investors
California
$922K
4
IFAM
4
Institutional & Family Asset Management
Colorado
$571K
5
Chevy Chase Trust
5
Chevy Chase Trust
Maryland
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
WEO
1
William E. Oberndorf
$50.7M 2,369,384 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$34.6M 1,615,647 +134,859 +9%
BlackRock
3
BlackRock
New York
$31.8M 1,484,847 +43,388 +3%
DAM
4
Dorsey Asset Management
Illinois
$25.5M 1,193,539 +54,790 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$18.2M 848,925 +583,176 +219%
HWM
6
Highwater Wealth Management
Colorado
$16.3M 761,415 -11,952 -2%
Renaissance Technologies
7
Renaissance Technologies
New York
$16.2M 758,300 +321,394 +74%
FAM
8
Foxhaven Asset Management
Virginia
$15.7M 733,343 +659,919 +899%
HRCM
9
Hawk Ridge Capital Management
California
$12.3M 576,543 – –
FCM
10
Frontier Capital Management
Massachusetts
$10.1M 470,151 +66,950 +17%
State Street
11
State Street
Massachusetts
$9.82M 458,629 +75,237 +20%
Northern Trust
12
Northern Trust
Illinois
$5.92M 276,448 -5,537 -2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$5.71M 266,957 +128,382 +93%
MPI
14
Mairs & Power Inc
Minnesota
$5.44M 254,223 -30,200 -11%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.92M 229,961 +52,766 +30%
SIM
16
Spark Investment Management
New York
$4.67M 218,300 – –
PCR
17
Potrero Capital Research
California
$4.45M 208,092 – –
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$4.26M 199,118 +199,118 New
Deutsche Bank
19
Deutsche Bank
Germany
$3.76M 175,980 +42,597 +32%
Millennium Management
20
Millennium Management
New York
$3.7M 172,875 -6,314 -4%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$3.61M 168,700 +38,000 +29%
OAM
22
Oxford Asset Management
United Kingdom
$3.42M 159,514 -230 -0.1%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.4M 158,681 +10,640 +7%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$3.15M 147,229 +49,219 +50%
Two Sigma Investments
25
Two Sigma Investments
New York
$3.12M 145,610 +46,752 +47%
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