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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
RCAG
426
Rehmann Capital Advisory Group
Michigan
$15.5K +$14.7K +106 New
CAPTRUST Financial Advisors
427
CAPTRUST Financial Advisors
North Carolina
$15K
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$15K +$11.1K +80 +320%
FCMT
429
Founders Capital Management (Texas)
Texas
$15K +$13.9K +100 New
NSIM
430
North Star Investment Management
Illinois
$15K +$13.9K +100 New
PCFFS
431
Pacific Center for Financial Services
California
$15K +$13.9K +100 New
RE
432
RBC Europe
United Kingdom
$14.9K +$14.2K +102 New
HMS
433
Hanseatic Management Services
New Mexico
$14K
GP
434
Girard Partners
Pennsylvania
$14K +$13.9K +100 New
WCM
435
Whitener Capital Management
North Carolina
$14K +$13.9K +100 New
JCM
436
Jacobi Capital Management
Pennsylvania
$12K
EARNEST Partners
437
EARNEST Partners
Georgia
$11K
GTAM
438
Global Trust Asset Management
Florida
$9K
WAM
439
Wealthspire Advisors (Maryland)
Maryland
$7K -$6.95K -50 -50%
SBL
440
Sargent Bickham Lagudis
Colorado
$7K
Canada Pension Plan Investment Board
441
Canada Pension Plan Investment Board
Ontario, Canada
$6K
JA
442
JOYN Advisors
Georgia
$6K
OC
443
Oakworth Capital
Alabama
$6K
GEA
444
Glen Eagle Advisors
New Jersey
$5.55K +$1.11K +8 +27%
EFSCE
445
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
KL
446
KWMG LLC
Kansas
$5K
SFSIG
447
San Francisco Sentry Investment Group
California
$5K +$1.67K +12 +52%
TCOV
448
Trust Company of Vermont
Vermont
$5K +$4.86K +35 New
EWM
449
Elmwood Wealth Management
California
$4.38K
CFA
450
Carroll Financial Associates
North Carolina
$4K

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.