Workday
WDAY
307 hedge funds and large institutions have $8.18B invested in Workday in 2014 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 87 reducing their positions, and 30 closing their positions.
67% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 30
38% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 87
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
5% more funds holding
Funds holding: 292 → 307 (+15)
1.02% more ownership
Funds ownership: 100.68% → 101.7% (+1%)
3% more call options, than puts
Call options by funds: $190M | Put options by funds: $184M
3% more capital invested
Capital invested by funds: $7.92B → $8.18B (+$258M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$137M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$134M |
| 3 |
Morgan Stanley
New York
|
+$107M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$99M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Allen Investment Management
New York
|
-$278M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$258M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$122M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$62.5M |
| 5 |
ACM
Andor Capital Management
Rye Brook,
New York
|
-$60.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DTL
326
Dynamic Technology Lab
Singapore
| – | -$241K | -2,919 | Closed |
|
|
FMT
327
First Mercantile Trust
Cordova,
Tennessee
| – | -$223K | -2,700 | Closed |
|
|
RBC
328
Ronald Blue & Co
Roswell,
Georgia
| – | -$222K | -2,695 | Closed |
|
329
LPL Financial
San Diego,
California
| – | -$215K | -2,670 | Closed |
|
|
SCA
330
Strategic Capital Alternatives
Gig Harbor,
United States
| – | -$213K | -2,576 | Closed |
|
331
BNP Paribas Financial Markets
Paris,
France
| – | -$176K | -2,139 | Closed |
|
|
HHMI
332
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| – | -$142K | -1,724 | Closed |
|
|
BRWM
333
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$123K | -1,500 | Closed |
|
|
CLOS
334
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$77K | -934 | Closed |
|
|
N
335
Nuveen
Charlotte,
North Carolina
| – | -$41K | -494 | Closed |
|
|
FNYS
336
First New York Securities
New York
| – | -$21.1K | -256 | Closed |
|
|
PTC
337
Private Trust Company
Cleveland,
Ohio
| – | -$1K | -10 | Closed |
|
WDAY Hedge Fund Activity: Q4 2014 in Review
307 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q4 2014, worth a combined $8.18B — up 3.3% from $7.92B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new WDAY positions and 30 closed out — a net gain of 20 holders — while 120 added to existing stakes and 87 trimmed.
The largest buyer was Artisan Partners, adding an estimated $137M. The largest seller was Allen Investment Management, cutting an estimated $278M.
- 307 institutional investors held Workday (WDAY) as of Q4 2014, up from 292 in Q3 2014.
- Funds reported $8.18B of Workday stock for Q4 2014, up 3.3% quarter-over-quarter.
- 50 funds opened new Workday positions in Q4 2014 and 30 closed out, a net change of +20 holders.
- The largest Workday buyer in Q4 2014 was Artisan Partners, an estimated $137M added.
- The largest Workday seller in Q4 2014 was Allen Investment Management, an estimated $278M sold.
Based on aggregated 13F filings for Q4 2014.