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Workday

526 hedge funds and large institutions have $24.5B invested in Workday in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 187 increasing their positions, 150 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more funds holding in top 10

Funds holding in top 10: 922 (+13)

131% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 48

25% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 150

21% more call options, than puts

Call options by funds: $616M | Put options by funds: $508M

12% more funds holding

Funds holding: 468526 (+58)

11% more capital invested

Capital invested by funds: $22B → $24.5B (+$2.49B)

1.48% less ownership

Funds ownership: 103.3%101.82% (-1.5%)

Holders
526
Holders Change
+58
Holders Change %
+12.39%
% of All Funds
11.72%
Holding in Top 10
22
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+144.44%
% of All Funds
0.49%
New
111
Increased
187
Reduced
150
Closed
48
Calls
$616M
Puts
$508M
Net Calls
+$108M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
B
376
Bailard
California
$258K
CI
377
Cigna Investments
Connecticut
$252K -$39.1K -276 -15%
CMI
378
Clare Market Investments
Texas
$245K +$218K +1,537 New
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$241K +$199K +1,404 +1,337%
AAS
380
Avantax Advisory Services
Texas
$240K +$213K +1,504 New
O
381
OppenheimerFunds
New York
$235K +$209K +1,472 New
LOAME
382
Lombard Odier Asset Management (Europe)
United Kingdom
$229K
II
383
Ibex Investors
Colorado
$229K +$203K +1,434 New
SCA
384
Snowden Capital Advisors
New York
$229K +$203K +1,431 New
CIBC World Market
385
CIBC World Market
Ontario, Canada
$224K +$198K +1,401 New
TAM
386
Tyers Asset Management
Texas
$223K +$198K +1,400 New
FTI
387
Fiduciary Trust International
Massachusetts
$221K
GT
388
Greenleaf Trust
Michigan
$221K +$196K +1,382 New
JFA
389
Johanson Financial Advisors
California
$218K -$31.2K -220 -14%
IUHSA
390
Itau Unibanco Holding S.A.
Brazil
$216K -$10.1K -71 -5%
BP
391
Ballentine Partners
Massachusetts
$216K +$191K +1,347 New
SWP
392
Stratos Wealth Partners
Ohio
$213K +$9.21K +65 +5%
CCM
393
Crossvault Capital Management
Texas
$213K +$189K +1,335 New
Hudson Bay Capital Management
394
Hudson Bay Capital Management
Connecticut
$208K -$1.96M -13,800 -91%
LS
395
Livforsakringsbolaget Skandia
Sweden
$208K
GAM
396
Grandview Asset Management
Pennsylvania
$208K +$184K +1,300 New
VWM
397
Venturi Wealth Management
Texas
$206K +$190K +1,339 New
CIA
398
Choate Investment Advisors
Massachusetts
$204K -$78.1K -551 -30%
BCA
399
Berman Capital Advisors
Georgia
$204K +$183K +1,289 New
NCM
400
Northstar Capital Management
New York
$202K +$22.7K +160 +14%

WDAY Hedge Fund Activity: Q4 2018 in Review

526 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q4 2018, worth a combined $24.5B — up 11% from $22B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WDAY positions and 48 closed out — a net gain of 63 holders — while 187 added to existing stakes and 150 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $586M. The largest seller was Wellington Management Group, cutting an estimated $240M.

  • 526 institutional investors held Workday (WDAY) as of Q4 2018, up from 468 in Q3 2018.
  • Funds reported $24.5B of Workday stock for Q4 2018, up 11% quarter-over-quarter.
  • 111 funds opened new Workday positions in Q4 2018 and 48 closed out, a net change of +63 holders.
  • The largest Workday buyer in Q4 2018 was T. Rowe Price Associates, an estimated $586M added.
  • The largest Workday seller in Q4 2018 was Wellington Management Group, an estimated $240M sold.

Based on aggregated 13F filings for Q4 2018.