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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
WF
376
Welch & Forbes
Massachusetts
$458K
TCA
377
Transcend Capital Advisors
New Jersey
$458K +$278K +1,650 +89%
WCM Investment Management
378
WCM Investment Management
California
$456K
IIM
379
Ironwood Investment Management
Massachusetts
$456K +$27.8K +165 +5%
NIT
380
NumerixS Investment Technologies
British Columbia, Canada
$452K -$2.87M -17,045 -83%
RIM
381
Redpoint Investment Management
Australia
$450K -$77.8K -462 -12%
LNWWM
382
Laird Norton Wetherby Wealth Management
California
$444K +$55.6K +330 +11%
NAM
383
NorthCoast Asset Management
Connecticut
$433K
Nomura Holdings
384
Nomura Holdings
Japan
$428K +$385K +2,288 +229%
KA
385
Kovack Advisors
Florida
$427K +$54.8K +325 +11%
SS
386
Simplicity Solutions
Minnesota
$427K +$324K +1,922 +142%
AIP
387
Ameritas Investment Partners
Nebraska
$426K
CBA
388
Coastal Bridge Advisors
Connecticut
$425K
OR
389
Olympiad Research
Connecticut
$411K +$532K +3,160 New
Acadian Asset Management
390
Acadian Asset Management
Massachusetts
$400K +$313K +1,856 +153%
WAM
391
World Asset Management
Michigan
$399K -$280K -1,659 -35%
KIA
392
KCM Investment Advisors
California
$397K -$16.8K -100 -3%
ET
393
Equitable Trust
Tennessee
$393K +$156K +925 +44%
OSIA
394
O'Shares Investment Advisers
Massachusetts
$383K +$4.89K +29 +1%
Wealthfront Advisers
395
Wealthfront Advisers
California
$382K -$52.4K -311 -10%
IFG
396
Independent Financial Group
California
$382K +$494K +2,930 New
WIM
397
Westside Investment Management
California
$377K +$5.57M +33,036 New
SIC
398
Schwartz Investment Counsel
Michigan
$376K -$25.3K -150 -5%
CRIG
399
Charter Research & Investment Group
Connecticut
$368K
FIB
400
First Interstate Bank
Montana
$367K +$242K +1,436 +104%

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.