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Workday

569 hedge funds and large institutions have $20.5B invested in Workday in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 223 increasing their positions, 190 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $387M | Put options by funds: $297M

17% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 190

0.57% more ownership

Funds ownership: 92.05%92.63% (+0.57%)

4% less funds holding

Funds holding: 592569 (-23)

13% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 98

19% less capital invested

Capital invested by funds: $25.2B → $20.5B (-$4.75B)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
569
Holders Change
-23
Holders Change %
-3.89%
% of All Funds
12.54%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
85
Increased
223
Reduced
190
Closed
98
Calls
$387M
Puts
$297M
Net Calls
+$90.1M
Net Calls Change
+$296M
Name Holding Trade Value Shares
Change
Change in
Stake
II
351
Inspire Investing
Idaho
$649K -$132K -782 -14%
AA
352
ALPS Advisors
Colorado
$648K +$44.6K +265 +6%
CWA
353
Clarity Wealth Advisors
California
$637K -$46K -273 -5%
FAAS
354
First Allied Advisory Services
California
$601K +$131K +779 +20%
CCP
355
Corient Capital Partners
California
$594K +$305K +1,812 +66%
LB
356
Legacy Bridge
Iowa
$592K -$85.1K -505 -10%
FA
357
FDx Advisors
Illinois
$581K +$369K +2,188 +96%
SPIA
358
Steward Partners Investment Advisory
New York
$580K -$107K -633 -12%
ECM
359
ETrade Capital Management
Virginia
$575K -$185K -1,097 -20%
WPW
360
Waldron Private Wealth
Pennsylvania
$566K -$5.73K -34 -0.8%
CB
361
Commerce Bank
Missouri
$561K +$167K +993 +30%
MFAM
362
Motley Fool Asset Management
Virginia
$558K +$47.2K +280 +7%
KF
363
Krilogy Financial
Missouri
$546K +$120K +712 +20%
Schroder Investment Management Group
364
Schroder Investment Management Group
United Kingdom
$546K +$517K +3,071 +276%
Baird Financial Group
365
Baird Financial Group
Wisconsin
$532K +$83.6K +496 +14%
KA
366
Kintegral Advisory
New York
$530K +$76.7K +455 +13%
GAM
367
Gotham Asset Management
New York
$521K +$675K +4,004 New
MML Investors Services
368
MML Investors Services
Massachusetts
$505K +$653K +3,878 New
AFC
369
AFT Forsyth & Company
Florida
$501K -$456K -2,705 -41%
QCM
370
Quantinno Capital Management
New York
$489K +$402K +2,389 +175%
Fisher Asset Management
371
Fisher Asset Management
Washington
$484K +$384K +2,279 +159%
PSP
372
Principal Street Partners
Tennessee
$466K +$603K +3,578 New
BCV
373
Banque Cantonale Vaudoise
Switzerland
$465K +$2.53K +15 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
374
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$461K -$473K -2,810 -44%
MWNA
375
Marshall Wace North America
New York
$458K -$20.1M -119,045 -97%

WDAY Hedge Fund Activity: Q1 2020 in Review

569 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q1 2020, worth a combined $20.5B — down 19% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of WDAY and 85 opened new positions — a net loss of 13 holders — while 190 trimmed existing stakes and 223 added.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $489M. The largest seller was Fidelity Investments, cutting an estimated $691M.

  • 569 institutional investors held Workday (WDAY) as of Q1 2020, down from 592 in Q4 2019.
  • Funds reported $20.5B of Workday stock for Q1 2020, down 19% quarter-over-quarter.
  • 85 funds opened new Workday positions in Q1 2020 and 98 closed out, a net change of -13 holders.
  • The largest Workday buyer in Q1 2020 was Loomis, Sayles & Company, an estimated $489M added.
  • The largest Workday seller in Q1 2020 was Fidelity Investments, an estimated $691M sold.

Based on aggregated 13F filings for Q1 2020.