Workiva
159 hedge funds and large institutions have $1.19B invested in Workiva in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 22 closing their positions.
91% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 22
54% more capital invested
Capital invested by funds: $772M → $1.19B (+$417M)
54% more call options, than puts
Call options by funds: $3.55M | Put options by funds: $2.31M
38% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 40
14% more funds holding
Funds holding: 140 → 159 (+19)
4.18% more ownership
Funds ownership: 63.03% → 67.22% (+4.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.2M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$25.5M |
| 3 |
Renaissance Technologies
New York
|
+$13.1M |
| 4 |
Millennium Management
New York
|
+$11M |
| 5 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WEO
William E. Oberndorf
|
-$25.3M |
| 2 |
Morgan Stanley
New York
|
-$24.7M |
| 3 |
FAM
Foxhaven Asset Management
Charlottesville,
Virginia
|
-$11.9M |
| 4 |
DAM
Dorsey Asset Management
Chicago,
Illinois
|
-$8.52M |
| 5 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$6.69M |
WK Hedge Fund Activity: Q1 2019 in Review
159 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q1 2019, worth a combined $1.19B — up 54% from $772M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new WK positions and 22 closed out — a net gain of 20 holders — while 55 added to existing stakes and 40 trimmed.
The largest buyer was Vanguard Group, adding an estimated $29.2M. The largest seller was William E. Oberndorf, exiting entirely with an estimated $25.3M sold.
- 159 institutional investors held Workiva (WK) as of Q1 2019, up from 140 in Q4 2018.
- Funds reported $1.19B of Workiva stock for Q1 2019, up 54% quarter-over-quarter.
- 42 funds opened new Workiva positions in Q1 2019 and 22 closed out, a net change of +20 holders.
- The largest Workiva buyer in Q1 2019 was Vanguard Group, an estimated $29.2M added.
- The largest Workiva seller in Q1 2019 was William E. Oberndorf, an estimated $25.3M sold.
Based on aggregated 13F filings for Q1 2019.