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Workday

571 hedge funds and large institutions have $26.9B invested in Workday in 2019 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 215 increasing their positions, 194 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $785M | Put options by funds: $664M

11% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 194

0.57% less ownership

Funds ownership: 94.9%94.33% (-0.57%)

7% less funds holding

Funds holding: 611571 (-40)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

15% less capital invested

Capital invested by funds: $31.6B → $26.9B (-$4.71B)

35% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 111

Holders
571
Holders Change
-40
Holders Change %
-6.55%
% of All Funds
12.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
72
Increased
215
Reduced
194
Closed
111
Calls
$785M
Puts
$664M
Net Calls
+$121M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
II
326
Inspire Investing
Idaho
$908K +$327K +1,692 +46%
HB
327
Homrich & Berg
Georgia
$907K +$228K +1,180 +28%
SCM
328
Sterling Capital Management
North Carolina
$906K +$427K +2,211 +71%
AG
329
Advisor Group
Arizona
$898K -$694K -3,596 -40%
MCP
330
Mirador Capital Partners
California
$897K +$583K +3,022 +134%
RJFSA
331
Raymond James Financial Services Advisors
Florida
$866K -$294K -1,524 -23%
RIM
332
Redpoint Investment Management
Australia
$862K
Baird Financial Group
333
Baird Financial Group
Wisconsin
$860K +$50.2K +260 +5%
BL
334
Balentine LLC
Georgia
$856K -$86.9K -450 -8%
BRWA
335
B. Riley Wealth Advisors
Florida
$856K -$23.4K -121 -2%
MFAM
336
Motley Fool Asset Management
Virginia
$828K +$177K +919 +23%
LNWWM
337
Laird Norton Wetherby Wealth Management
California
$818K -$43.4K -225 -4%
LB
338
Legacy Bridge
Iowa
$817K -$37.6K -195 -4%
NCM
339
Northstar Capital Management
New York
$813K +$213K +1,103 +30%
PP
340
Paloma Partners
Connecticut
$812K +$922K +4,778 New
LFDLE
341
La Financiere de L'Echiquier
France
$809K -$38.6K -200 -4%
DIA
342
Dana Investment Advisors
Wisconsin
$807K -$2.62M -13,574 -74%
Wealthfront Advisers
343
Wealthfront Advisers
California
$770K +$15.4K +80 +2%
FHB
344
First Hawaiian Bank
Hawaii
$766K +$57.5K +298 +7%
WPW
345
Waldron Private Wealth
Pennsylvania
$748K +$38.8K +201 +5%
LBD
346
Landsberg Bennett & Dubbaneh
Florida
$746K -$17.8K -92 -2%
SPIA
347
Steward Partners Investment Advisory
New York
$735K +$192K +997 +30%
Caisse de Depot et Placement du Quebec (CDPQ)
348
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$714K +$38.6K +200 +5%
PP
349
Prudential plc
United Kingdom
$702K +$491K +2,544 +161%
Walleye Capital
350
Walleye Capital
New York
$699K +$794K +4,112 New

WDAY Hedge Fund Activity: Q3 2019 in Review

571 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q3 2019, worth a combined $26.9B — down 15% from $31.6B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WDAY and 72 opened new positions — a net loss of 39 holders — while 194 trimmed existing stakes and 215 added.

The largest buyer was Morgan Stanley, adding an estimated $288M. The largest seller was Jennison Associates, cutting an estimated $206M.

  • 571 institutional investors held Workday (WDAY) as of Q3 2019, down from 611 in Q2 2019.
  • Funds reported $26.9B of Workday stock for Q3 2019, down 15% quarter-over-quarter.
  • 72 funds opened new Workday positions in Q3 2019 and 111 closed out, a net change of -39 holders.
  • The largest Workday buyer in Q3 2019 was Morgan Stanley, an estimated $288M added.
  • The largest Workday seller in Q3 2019 was Jennison Associates, an estimated $206M sold.

Based on aggregated 13F filings for Q3 2019.