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Workiva
WK

Overview Fund Activity

140 hedge funds and large institutions have $772M invested in Workiva in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
23
Increased
47
Reduced
45
Closed
16
Calls
$2.3M
Puts
$3.34M
Net Calls
-$1.03M
Net Calls Change
-$2.52M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$109M
2
Brown Advisory
2
Brown Advisory
Maryland
$40.1M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$11.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$79.6M
5
TA
5
Teachers Advisors
New York
$12.1M

Top Sellers

1
HWM
1
Highwater Wealth Management
Colorado
$410K
2
DAM
2
Dorsey Asset Management
Illinois
$8.52M
3
WEO
3
William E. Oberndorf
$25.3M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.25M
5
SIM
5
Spark Investment Management
New York
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$109M 3,024,266 +1,575,165 +109%
BlackRock
2
BlackRock
New York
$83.2M 2,317,883 -58,688 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$79.6M 2,217,061 +266,891 +14%
Renaissance Technologies
4
Renaissance Technologies
New York
$48M 1,337,400 +62,100 +5%
RP
5
Riverbridge Partners
Minnesota
$41.1M 1,145,718 -83,300 -7%
Brown Advisory
6
Brown Advisory
Maryland
$40.1M 1,116,916 +556,155 +99%
WEO
7
William E. Oberndorf
$25.3M 705,623 -481,841 -41%
Morgan Stanley
8
Morgan Stanley
New York
$23.7M 661,527 -50,256 -7%
Citadel Advisors
9
Citadel Advisors
Florida
$20.9M 581,491 +128,563 +28%
HRCM
10
Hawk Ridge Capital Management
California
$20M 558,363 – –
State Street
11
State Street
Massachusetts
$19.8M 551,305 +4,020 +0.7%
Northern Trust
12
Northern Trust
Illinois
$15.6M 434,027 -1,224 -0.3%
Millennium Management
13
Millennium Management
New York
$12.8M 357,944 -48,495 -12%
TA
14
Teachers Advisors
New York
$12.1M 337,019 +210,907 +167%
FAM
15
Foxhaven Asset Management
Virginia
$11.9M 331,705 – –
Federated Hermes
16
Federated Hermes
Pennsylvania
$11.6M 322,220 +313,919 +3,782%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$11.1M 308,075 +16,882 +6%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$9.1M 253,500 -4,600 -2%
DAM
19
Dorsey Asset Management
Illinois
$8.52M 237,389 -514,092 -68%
Two Sigma Investments
20
Two Sigma Investments
New York
$8.23M 229,265 -9,365 -4%
American Century Companies
21
American Century Companies
Missouri
$8.19M 228,108 +54,310 +31%
TCIM
22
TIAA CREF Investment Management
New York
$7.85M 218,728 -38,488 -15%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$7.39M 205,807 +10,170 +5%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$7.25M 201,879 -173,822 -46%
RIM
25
Ranger Investment Management
Texas
$7.1M 197,801 +197,801 New
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