Workiva
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.
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
5% more funds holding
Funds holding: 133 → 140 (+7)
2.01% more ownership
Funds ownership: 61.02% → 63.03% (+2%)
4% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 45
4% less capital invested
Capital invested by funds: $808M → $772M (-$35.6M)
31% less call options, than puts
Call options by funds: $2.3M | Put options by funds: $3.33M
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$55.4M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$19.5M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$11M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.38M |
| 5 |
TA
Teachers Advisors
New York
|
+$7.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
Highwater Wealth Management
Glendale,
Colorado
|
-$26.4M |
| 2 |
DAM
Dorsey Asset Management
Chicago,
Illinois
|
-$18.1M |
| 3 |
WEO
William E. Oberndorf
|
-$16.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.11M |
| 5 |
SG Americas Securities
New York
|
-$5.14M |
WK Hedge Fund Activity: Q4 2018 in Review
140 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q4 2018, worth a combined $772M — down 4.4% from $808M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new WK positions and 16 closed out — a net gain of 7 holders — while 47 added to existing stakes and 45 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $55.4M. The largest seller was Highwater Wealth Management, cutting an estimated $26.4M.
- 140 institutional investors held Workiva (WK) as of Q4 2018, up from 133 in Q3 2018.
- Funds reported $772M of Workiva stock for Q4 2018, down 4.4% quarter-over-quarter.
- 23 funds opened new Workiva positions in Q4 2018 and 16 closed out, a net change of +7 holders.
- The largest Workiva buyer in Q4 2018 was T. Rowe Price Associates, an estimated $55.4M added.
- The largest Workiva seller in Q4 2018 was Highwater Wealth Management, an estimated $26.4M sold.
Based on aggregated 13F filings for Q4 2018.