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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.
New
Increased
Maintained
Reduced
Closed
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)
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
$3.33M
Net Calls
-$1.03M
Net Calls Change
-$2.52M
Top Buyers
| 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
| 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 |
