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Workday

394 hedge funds and large institutions have $15B invested in Workday in 2017 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 93

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

49% more call options, than puts

Call options by funds: $301M | Put options by funds: $202M

8% more funds holding

Funds holding: 365394 (+29)

2.3% more ownership

Funds ownership: 105.1%107.4% (+2.3%)

1% more capital invested

Capital invested by funds: $14.8B → $15B (+$147M)

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
394
Holders Change
+29
Holders Change %
+7.95%
% of All Funds
8.94%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.23%
New
83
Increased
159
Reduced
93
Closed
52
Calls
$301M
Puts
$202M
Net Calls
+$99.5M
Net Calls Change
-$608K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
326
Paradigm Asset Management
New York
$61K -$107K -1,000 -63%
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$56K +$58.7K +550 New
TDC
328
Thompson Davis & Co
Virginia
$51K -$14.4K -135 -21%
TFO
329
Tarbox Family Office
California
$51K
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$50K +$13.3K +125 +34%
CCM
331
Covington Capital Management
California
$47K +$21.6K +202 +77%
PHK
332
Point72 Hong Kong
Hong Kong
$44K -$144K -1,349 -76%
IWM
333
IHT Wealth Management
Illinois
$44K
FRA
334
Front Row Advisors
California
$40K +$42.3K +396 New
Simplex Trading
335
Simplex Trading
Illinois
$40K +$42.9K +402 New
WAP
336
Wealthcare Advisory Partners
Pennsylvania
$39K
PWM
337
Perigon Wealth Management
California
$36K
STA
338
Summit Trail Advisors
New York
$35K +$32.1K +301 New
MIC
339
MU Investments Company
Japan
$31K -$10.7K -100 -25%
SPIA
340
Steward Partners Investment Advisory
New York
$31K +$32K +300 +2,500%
BFEC
341
Benjamin F. Edwards & Company
Missouri
$30K +$20.8K +195 +195%
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$29K -$53.4K -500 -64%
PCP
343
Proficio Capital Partners
Massachusetts
$29K +$1.92K +18 +7%
APA
344
American Portfolios Advisors
New York
$28K +$29.4K +275 New
KJWM
345
Kiley Juergens Wealth Management
Washington
$26K +$28.3K +265 New
WOC
346
West Oak Capital
California
$25.4K
RFC
347
Regions Financial Corp
Alabama
$24K +$24.8K +232 New
LWCFA
348
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
SSB
349
Sandy Spring Bank
Maryland
$20K
AF
350
Advisornet Financial
Minnesota
$20K +$21.4K +200 New

WDAY Hedge Fund Activity: Q4 2017 in Review

394 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q4 2017, worth a combined $15B — up 0.99% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WDAY positions and 52 closed out — a net gain of 31 holders — while 159 added to existing stakes and 93 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $733M. The largest seller was Wellington Management Group, cutting an estimated $233M.

  • 394 institutional investors held Workday (WDAY) as of Q4 2017, up from 365 in Q3 2017.
  • Funds reported $15B of Workday stock for Q4 2017, up 0.99% quarter-over-quarter.
  • 83 funds opened new Workday positions in Q4 2017 and 52 closed out, a net change of +31 holders.
  • The largest Workday buyer in Q4 2017 was T. Rowe Price Associates, an estimated $733M added.
  • The largest Workday seller in Q4 2017 was Wellington Management Group, an estimated $233M sold.

Based on aggregated 13F filings for Q4 2017.