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Workiva
WK

178 hedge funds and large institutions have $1.52B invested in Workiva in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

584% more call options, than puts

Call options by funds: $7.27M | Put options by funds: $1.06M

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

95% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 39

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

27% more capital invested

Capital invested by funds: $1.19B → $1.52B (+$327M)

12% more funds holding

Funds holding: 159 → 178 (+19)

5.76% more ownership

Funds ownership: 67.22% → 72.98% (+5.8%)

Holders
178
Holders Change
+19
Holders Change %
+11.95%
% of All Funds
3.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
38
Increased
76
Reduced
39
Closed
16
Calls
$7.27M
Puts
$1.06M
Net Calls
+$6.21M
Net Calls Change
+$4.97M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$34.2M
3
Nuveen
Nuveen
North Carolina
+$30.3M
4
First Trust Advisors
First Trust Advisors
Illinois
+$21.8M
5
BlackRock
BlackRock
New York
+$18.7M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$22.7M
2
Millennium Management
Millennium Management
New York
-$18.4M
3
Two Sigma Investments
Two Sigma Investments
New York
-$8.31M
4
American Century Companies
American Century Companies
Missouri
-$6.98M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$5.1M

WK Hedge Fund Activity: Q2 2019 in Review

178 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q2 2019, worth a combined $1.52B — up 27% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WK positions and 16 closed out — a net gain of 22 holders — while 76 added to existing stakes and 39 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $40.1M. The largest seller was Citadel Advisors, cutting an estimated $22.7M.

  • 178 institutional investors held Workiva (WK) as of Q2 2019, up from 159 in Q1 2019.
  • Funds reported $1.52B of Workiva stock for Q2 2019, up 27% quarter-over-quarter.
  • 38 funds opened new Workiva positions in Q2 2019 and 16 closed out, a net change of +22 holders.
  • The largest Workiva buyer in Q2 2019 was Fidelity Investments, an estimated $40.1M added.
  • The largest Workiva seller in Q2 2019 was Citadel Advisors, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2019.