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Workday

592 hedge funds and large institutions have $25.2B invested in Workday in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 223 increasing their positions, 178 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 80

25% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 178

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

4% more funds holding

Funds holding: 571592 (+21)

2.27% less ownership

Funds ownership: 94.33%92.05% (-2.3%)

6% less capital invested

Capital invested by funds: $26.9B → $25.2B (-$1.65B)

32% less call options, than puts

Call options by funds: $435M | Put options by funds: $641M

Holders
592
Holders Change
+21
Holders Change %
+3.68%
% of All Funds
11.67%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
111
Increased
223
Reduced
178
Closed
80
Calls
$435M
Puts
$641M
Net Calls
-$206M
Net Calls Change
-$327M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
426
Transcend Capital Advisors
New Jersey
$304K +$307K +1,849 New
AAS
427
Avantax Advisory Services
Texas
$301K +$98.3K +592 +48%
RCA
428
Rowland Carmichael Advisors
Arizona
$297K +$15.8K +95 +6%
KWM
429
Kingsview Wealth Management
Oregon
$288K +$21.6K +130 +8%
QI
430
QS Investors
New York
$285K
CIBC Private Wealth Group
431
CIBC Private Wealth Group
Georgia
$280K -$87.8K -529 -24%
MIH
432
Meitav Investment House
Israel
$279K -$13.3K -80 -5%
CGL
433
Clarius Group LLC
Washington
$276K
FCI
434
Financial Counselors Inc
Kansas
$274K -$1.11M -6,708 -80%
EWM
435
Elmwood Wealth Management
California
$273K
FFN
436
Focus Financial Network
Minnesota
$272K
NA
437
NewEdge Advisors
Louisiana
$260K -$321K -1,935 -55%
AG
438
AlphaSimPlex Group
Massachusetts
$260K +$262K +1,580 New
LOAME
439
Lombard Odier Asset Management (Europe)
United Kingdom
$259K
Northwestern Mutual Wealth Management
440
Northwestern Mutual Wealth Management
Wisconsin
$258K +$9.79K +59 +4%
GT
441
Greenleaf Trust
Michigan
$244K +$332 +2 +0.1%
ZB
442
Zions Bancorporation
Utah
$238K -$15.9K -96 -6%
Fisher Asset Management
443
Fisher Asset Management
Washington
$236K +$239K +1,437 New
Fifth Third Bancorp
444
Fifth Third Bancorp
Ohio
$234K -$128K -772 -35%
AI
445
Atria Investments
North Carolina
$234K +$236K +1,421 New
GAM
446
Gemmer Asset Management
California
$233K -$1.33M -8,000 -85%
Korea Investment Corp
447
Korea Investment Corp
South Korea
$230K -$1.13M -6,800 -83%
FIB
448
First Interstate Bank
Montana
$227K
QCM
449
Quantinno Capital Management
New York
$225K
BS
450
Banco Santander
Spain
$224K +$16.8K +101 +8%

WDAY Hedge Fund Activity: Q4 2019 in Review

592 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q4 2019, worth a combined $25.2B — down 6.1% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WDAY positions and 80 closed out — a net gain of 31 holders — while 223 added to existing stakes and 178 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $329M. The largest seller was Fidelity Investments, cutting an estimated $652M.

  • 592 institutional investors held Workday (WDAY) as of Q4 2019, up from 571 in Q3 2019.
  • Funds reported $25.2B of Workday stock for Q4 2019, down 6.1% quarter-over-quarter.
  • 111 funds opened new Workday positions in Q4 2019 and 80 closed out, a net change of +31 holders.
  • The largest Workday buyer in Q4 2019 was Citadel Advisors, an estimated $329M added.
  • The largest Workday seller in Q4 2019 was Fidelity Investments, an estimated $652M sold.

Based on aggregated 13F filings for Q4 2019.