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Workday

468 hedge funds and large institutions have $22B invested in Workday in 2018 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 158 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $582M | Put options by funds: $314M

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

23% more capital invested

Capital invested by funds: $17.9B → $22B (+$4.15B)

6% more funds holding

Funds holding: 441468 (+27)

2.19% more ownership

Funds ownership: 101.11%103.3% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 152

Holders
468
Holders Change
+27
Holders Change %
+6.12%
% of All Funds
10.7%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
77
Increased
158
Reduced
152
Closed
48
Calls
$582M
Puts
$314M
Net Calls
+$267M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
351
Choate Investment Advisors
Massachusetts
$267K -$36.3K -261 -13%
CB
352
Commerce Bank
Missouri
$267K +$253K +1,823 New
MC
353
Miles Capital
Iowa
$263K -$8.06K -58 -3%
BWA
354
BlueSky Wealth Advisors
North Carolina
$257K
CAM
355
Cozad Asset Management
Illinois
$252K +$240K +1,725 New
MYAM
356
Meiji Yasuda Asset Management
Japan
$251K
CI
357
Cigna Investments
Connecticut
$246K
V
358
Veritable
Delaware
$242K +$231K +1,660 New
IG
359
ING Group
Netherlands
$238K -$409K -2,945 -64%
HSA
360
HBK Sorce Advisory
Pennsylvania
$237K +$226K +1,626 New
B
361
Bailard
California
$236K +$225K +1,617 New
JFA
362
Johanson Financial Advisors
California
$234K -$48.6K -350 -18%
MSL
363
Mackay Shields LLC
New York
$230K +$219K +1,573 New
TCM
364
Traynor Capital Management
Pennsylvania
$218K +$208K +1,500 New
GIM
365
Grassi Investment Management
California
$215K +$205K +1,475 New
BL
366
Balentine LLC
Georgia
$214K +$203K +1,463 New
IUHSA
367
Itau Unibanco Holding S.A.
Brazil
$212K +$202K +1,454 New
LOAME
368
Lombard Odier Asset Management (Europe)
United Kingdom
$210K +$200K +1,436 New
MML Investors Services
369
MML Investors Services
Massachusetts
$208K +$198K +1,426 New
AAF
370
Andra AP-fonden
Sweden
$204K -$153K -1,100 -44%
Nisa Investment Advisors
371
Nisa Investment Advisors
Missouri
$204K
FTI
372
Fiduciary Trust International
Massachusetts
$202K +$192K +1,382 New
AIM
373
ARK Investment Management
Florida
$195K
NIT
374
NumerixS Investment Technologies
British Columbia, Canada
$190K -$820K -5,900 -82%
LS
375
Livforsakringsbolaget Skandia
Sweden
$190K -$181K -1,300 -50%

WDAY Hedge Fund Activity: Q3 2018 in Review

468 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q3 2018, worth a combined $22B — up 23% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WDAY positions and 48 closed out — a net gain of 29 holders — while 158 added to existing stakes and 152 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $397M. The largest seller was T. Rowe Price Associates, cutting an estimated $199M.

  • 468 institutional investors held Workday (WDAY) as of Q3 2018, up from 441 in Q2 2018.
  • Funds reported $22B of Workday stock for Q3 2018, up 23% quarter-over-quarter.
  • 77 funds opened new Workday positions in Q3 2018 and 48 closed out, a net change of +29 holders.
  • The largest Workday buyer in Q3 2018 was Capital Research Global Investors, an estimated $397M added.
  • The largest Workday seller in Q3 2018 was T. Rowe Price Associates, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2018.