Workiva
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.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
45% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 22
16% more funds holding
Funds holding: 83 → 96 (+13)
11% more capital invested
Capital invested by funds: $307M → $341M (+$34.1M)
3.46% more ownership
Funds ownership: 47.37% → 50.83% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
76% less call options, than puts
Call options by funds: $319K | Put options by funds: $1.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
|
+$14.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.8M |
| 3 |
Renaissance Technologies
New York
|
+$7.07M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.38M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Menta Capital
San Francisco,
California
|
-$2.24M |
| 2 |
OCM
Osterweis Capital Management
San Francisco,
California
|
-$1.43M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$1.29M |
| 4 |
IFAM
Institutional & Family Asset Management
Fort Collins,
Colorado
|
-$1M |
| 5 |
Chevy Chase Trust
Bethesda,
Maryland
|
-$955K |
WK Hedge Fund Activity: Q4 2017 in Review
96 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2017, worth a combined $341M — up 11% from $307M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new WK positions and 6 closed out — a net gain of 14 holders — while 32 added to existing stakes and 22 trimmed.
The largest buyer was Foxhaven Asset Management, adding an estimated $14.5M. The largest seller was Menta Capital, cutting an estimated $2.24M.
- 96 institutional investors held Workiva (WK) as of Q4 2017, up from 83 in Q3 2017.
- Funds reported $341M of Workiva stock for Q4 2017, up 11% quarter-over-quarter.
- 20 funds opened new Workiva positions in Q4 2017 and 6 closed out, a net change of +14 holders.
- The largest Workiva buyer in Q4 2017 was Foxhaven Asset Management, an estimated $14.5M added.
- The largest Workiva seller in Q4 2017 was Menta Capital, an estimated $2.24M sold.
Based on aggregated 13F filings for Q4 2017.