Workiva
174 hedge funds and large institutions have $1.23B invested in Workiva in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 44 reducing their positions, and 29 closing their positions.
239% more call options, than puts
Call options by funds: $5.7M | Put options by funds: $1.68M
80% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 44
1.86% more ownership
Funds ownership: 72.98% → 74.84% (+1.9%)
2% less funds holding
Funds holding: 178 → 174 (-4)
10% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 29
19% less capital invested
Capital invested by funds: $1.52B → $1.23B (-$286M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$27.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.9M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$24M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$19.8M |
| 5 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$17.5M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$14.7M |
| 3 |
JP Morgan Chase
New York
|
-$11.2M |
| 4 |
Millennium Management
New York
|
-$10.8M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$9.57M |
WK Hedge Fund Activity: Q3 2019 in Review
174 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2019, worth a combined $1.23B — down 19% from $1.52B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of WK and 26 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 79 added.
The largest buyer was Brown Advisory, adding an estimated $27.8M. The largest seller was Deutsche Bank, cutting an estimated $17.5M.
- 174 institutional investors held Workiva (WK) as of Q3 2019, down from 178 in Q2 2019.
- Funds reported $1.23B of Workiva stock for Q3 2019, down 19% quarter-over-quarter.
- 26 funds opened new Workiva positions in Q3 2019 and 29 closed out, a net change of -3 holders.
- The largest Workiva buyer in Q3 2019 was Brown Advisory, an estimated $27.8M added.
- The largest Workiva seller in Q3 2019 was Deutsche Bank, an estimated $17.5M sold.
Based on aggregated 13F filings for Q3 2019.