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Workiva
WK

Overview Fund Activity

114 hedge funds and large institutions have $435M invested in Workiva in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
19
Increased
43
Reduced
31
Closed
10
Calls
$1.64M
Puts
$276K
Net Calls
+$1.36M
Net Calls Change
+$415K

Top Buyers

1
BlackRock
1
BlackRock
New York
$43.5M
2
Millennium Management
2
Millennium Management
New York
$5.29M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$4.18M
4
SCA
4
Secor Capital Advisors
New York
$3.34M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$28.5M

Top Sellers

1
HWM
1
Highwater Wealth Management
Colorado
$279K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
DAM
3
Dorsey Asset Management
Illinois
$17M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$518K
5
PCR
5
Potrero Capital Research
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$43.5M 1,784,119 +24,963 +1%
BlackRock
2
BlackRock
New York
$43.5M 1,782,965 +282,663 +19%
WEO
3
William E. Oberndorf
$38.4M 1,575,164 -194,220 -11%
RP
4
Riverbridge Partners
Minnesota
$31.6M 1,294,516 -11,943 -0.9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$28.5M 1,168,294 +107,594 +10%
Renaissance Technologies
6
Renaissance Technologies
New York
$28.4M 1,164,000 +67,700 +6%
FAM
7
Foxhaven Asset Management
Virginia
$20.8M 853,202 -158,471 -16%
DAM
8
Dorsey Asset Management
Illinois
$17M 698,448 -305,341 -30%
Morgan Stanley
9
Morgan Stanley
New York
$16.3M 669,017 +65,627 +11%
HRCM
10
Hawk Ridge Capital Management
California
$13M 534,363 – –
State Street
11
State Street
Massachusetts
$12.5M 512,983 +49,167 +11%
FCM
12
Frontier Capital Management
Massachusetts
$10.3M 421,708 -94,806 -18%
Northern Trust
13
Northern Trust
Illinois
$10.2M 419,478 +29,208 +7%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$9.2M 376,860 +10,800 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$6.54M 267,881 +18,828 +8%
MPI
16
Mairs & Power Inc
Minnesota
$5.86M 240,223 -34,000 -12%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$5.37M 220,140 +66,747 +44%
Millennium Management
18
Millennium Management
New York
$5.29M 216,753 +216,753 New
Two Sigma Advisers
19
Two Sigma Advisers
New York
$5.18M 212,400 +61,500 +41%
TCIM
20
TIAA CREF Investment Management
New York
$4.82M 197,406 +50,068 +34%
SIM
21
Spark Investment Management
New York
$4.78M 195,700 -22,600 -10%
Bank of America
22
Bank of America
North Carolina
$4.55M 186,568 +71,777 +63%
Two Sigma Investments
23
Two Sigma Investments
New York
$4.18M 171,341 +171,341 New
OCM
24
Orser Capital Management
Texas
$3.87M 154,515 -2,900 -2%
Citadel Advisors
25
Citadel Advisors
Florida
$3.77M 154,476 +80,869 +110%
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