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Workday

365 hedge funds and large institutions have $14.8B invested in Workday in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 151 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 26

64% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 92

64% more call options, than puts

Call options by funds: $257M | Put options by funds: $156M

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

9% more capital invested

Capital invested by funds: $13.6B → $14.8B (+$1.28B)

8% more funds holding

Funds holding: 338365 (+27)

1.46% less ownership

Funds ownership: 106.56%105.1% (-1.5%)

Holders
365
Holders Change
+27
Holders Change %
+7.99%
% of All Funds
9.1%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.4%
New
57
Increased
151
Reduced
92
Closed
26
Calls
$257M
Puts
$156M
Net Calls
+$100M
Net Calls Change
+$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BRC
326
Bell Rock Capital
Delaware
$32K -$20.6K -200 -40%
PCP
327
Proficio Capital Partners
Massachusetts
$29K
CCM
328
Covington Capital Management
California
$28K +$27.1K +263 New
WOC
329
West Oak Capital
California
$26.3K +$25.8K +250 New
LWM
330
Lenox Wealth Management
Ohio
$23K +$3.61K +35 +19%
LWCFA
331
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K
SSB
332
Sandy Spring Bank
Maryland
$21K
QCG
333
Quadrant Capital Group
Ohio
$20K
HMS
334
Hanseatic Management Services
New Mexico
$19K
HCM
335
Highlander Capital Management
New Jersey
$16K
SWA
336
Sutton Wealth Advisors
Florida
$15.7K
HL
337
Harding Loevner
New Jersey
$15K
HWM
338
Holloway Wealth Management
Florida
$15K
AF
339
Allworth Financial
California
$12K
PA
340
Parallel Advisors
California
$12K
GT
341
Glenmede Trust
Pennsylvania
$12K +$6.5K +63 +105%
CBOA
342
Commonwealth Bank of Australia
Australia
$11K -$72.5K -703 -86%
BFEC
343
Benjamin F. Edwards & Company
Missouri
$11K
LA
344
Legacy Advisors
Pennsylvania
$11K +$11.7K +113 New
JG
345
Jefferies Group
New York
$10K -$1.08M -10,444 -99%
ANBT
346
American National Bank & Trust
Texas
$10K
CAW
347
Cornerstone Advisors (Washington)
Washington
$8K
AFNAS
348
American Financial Network Advisory Services
California
$7K +$6.71K +65 New
IIC
349
Integrated Investment Consultants
Michigan
$5K +$4.75K +46 New
SBL
350
Sargent Bickham Lagudis
Colorado
$5K +$4.75K +46 New

WDAY Hedge Fund Activity: Q3 2017 in Review

365 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q3 2017, worth a combined $14.8B — up 9.4% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new WDAY positions and 26 closed out — a net gain of 31 holders — while 151 added to existing stakes and 92 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $71.8M. The largest seller was Tybourne Capital Management, exiting entirely with an estimated $285M sold.

  • 365 institutional investors held Workday (WDAY) as of Q3 2017, up from 338 in Q2 2017.
  • Funds reported $14.8B of Workday stock for Q3 2017, up 9.4% quarter-over-quarter.
  • 57 funds opened new Workday positions in Q3 2017 and 26 closed out, a net change of +31 holders.
  • The largest Workday buyer in Q3 2017 was T. Rowe Price Associates, an estimated $71.8M added.
  • The largest Workday seller in Q3 2017 was Tybourne Capital Management, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2017.