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Workiva
WK

Overview Fund Activity

106 hedge funds and large institutions have $450M invested in Workiva in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
106
Holders Change
+10
Holders Change %
+10.42%
% of All Funds
2.43%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
24
Increased
32
Reduced
27
Closed
14
Calls
$1.19M
Puts
$246K
Net Calls
+$947K
Net Calls Change
+$1.93M

Top Buyers

1
RP
1
Riverbridge Partners
Minnesota
$31M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$25.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.3M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$26M
5
FAM
5
Foxhaven Asset Management
Virginia
$24M

Top Sellers

1
WEO
1
William E. Oberndorf
$41.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12M
3
DAM
3
Dorsey Asset Management
Illinois
$23.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WEO
1
William E. Oberndorf
$41.9M 1,769,384 -600,000 -25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.7M 1,759,156 +143,509 +9%
BlackRock
3
BlackRock
New York
$35.6M 1,500,302 +15,455 +1%
RP
4
Riverbridge Partners
Minnesota
$31M 1,306,459 +1,306,459 New
Renaissance Technologies
5
Renaissance Technologies
New York
$26M 1,096,300 +338,000 +45%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$25.1M 1,060,700 +1,060,700 New
FAM
7
Foxhaven Asset Management
Virginia
$24M 1,011,673 +278,330 +38%
DAM
8
Dorsey Asset Management
Illinois
$23.8M 1,003,789 -189,750 -16%
HWM
9
Highwater Wealth Management
Colorado
$18M 761,415 – –
Morgan Stanley
10
Morgan Stanley
New York
$14.3M 603,390 +467,627 +344%
HRCM
11
Hawk Ridge Capital Management
California
$12.7M 534,363 -42,180 -7%
FCM
12
Frontier Capital Management
Massachusetts
$12.2M 516,514 +46,363 +10%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$12M 505,269 -343,656 -40%
State Street
14
State Street
Massachusetts
$11M 463,816 +5,187 +1%
Northern Trust
15
Northern Trust
Illinois
$9.25M 390,270 +113,822 +41%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$8.68M 366,060 +166,942 +84%
MPI
17
Mairs & Power Inc
Minnesota
$6.5M 274,223 +20,000 +8%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.42M 270,713 +112,032 +71%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$5.9M 249,053 +19,092 +8%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$5.75M 242,808 -24,149 -9%
PCR
21
Potrero Capital Research
California
$5.41M 228,092 +20,000 +10%
SIM
22
Spark Investment Management
New York
$5.17M 218,300 – –
OCM
23
Orser Capital Management
Texas
$4.23M 157,415 +63,255 +67%
LCM
24
Laurion Capital Management
New York
$3.8M 160,497 +160,497 New
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$3.64M 153,393 +6,164 +4%
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