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Workiva
WK

Overview Fund Activity

133 hedge funds and large institutions have $808M invested in Workiva in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
133
Holders Change
+19
Holders Change %
+16.67%
% of All Funds
3.05%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
35
Increased
47
Reduced
29
Closed
15
Calls
$3.41M
Puts
$1.92M
Net Calls
+$1.49M
Net Calls Change
+$124K

Top Buyers

1
HWM
1
Highwater Wealth Management
Colorado
$30.1M
2
BlackRock
2
BlackRock
New York
$93.9M
3
Brown Advisory
3
Brown Advisory
Maryland
$22.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$17.9M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$57.2M

Top Sellers

1
FAM
1
Foxhaven Asset Management
Virginia
$13.1M
2
WEO
2
William E. Oberndorf
$46.9M
3
FCM
3
Frontier Capital Management
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$581K
5
RP
5
Riverbridge Partners
Minnesota
$48.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$93.9M 2,376,571 +593,606 +33%
Vanguard Group
2
Vanguard Group
Pennsylvania
$77M 1,950,170 +166,051 +9%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$57.2M 1,449,101 +280,807 +24%
Renaissance Technologies
4
Renaissance Technologies
New York
$50.4M 1,275,300 +111,300 +10%
RP
5
Riverbridge Partners
Minnesota
$48.5M 1,229,018 -65,498 -5%
WEO
6
William E. Oberndorf
$46.9M 1,187,464 -387,700 -25%
HWM
7
Highwater Wealth Management
Colorado
$30.1M 761,415 +750,000 +6,570%
DAM
8
Dorsey Asset Management
Illinois
$29.7M 751,481 +53,033 +8%
Morgan Stanley
9
Morgan Stanley
New York
$28.1M 711,783 +42,766 +6%
Brown Advisory
10
Brown Advisory
Maryland
$22.2M 560,761 +560,761 New
HRCM
11
Hawk Ridge Capital Management
California
$22.1M 558,363 +24,000 +4%
State Street
12
State Street
Massachusetts
$21.6M 547,285 +34,302 +7%
Citadel Advisors
13
Citadel Advisors
Florida
$17.9M 452,928 +298,452 +193%
Northern Trust
14
Northern Trust
Illinois
$17.2M 435,251 +15,773 +4%
Millennium Management
15
Millennium Management
New York
$16.1M 406,439 +189,686 +88%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$14.8M 375,701 -1,159 -0.3%
FAM
17
Foxhaven Asset Management
Virginia
$13.1M 331,705 -521,497 -61%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$11.5M 291,193 +23,312 +9%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$10.2M 258,100 +45,700 +22%
TCIM
20
TIAA CREF Investment Management
New York
$10.2M 257,216 +59,810 +30%
Two Sigma Investments
21
Two Sigma Investments
New York
$9.43M 238,630 +67,289 +39%
Bank of America
22
Bank of America
North Carolina
$8.75M 221,629 +35,061 +19%
SIM
23
Spark Investment Management
New York
$7.73M 195,700 – –
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$7.73M 195,637 -24,503 -11%
MPI
25
Mairs & Power Inc
Minnesota
$7.05M 178,423 -61,800 -26%
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