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Workday

571 hedge funds and large institutions have $26.9B invested in Workday in 2019 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 215 increasing their positions, 194 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $785M | Put options by funds: $664M

11% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 194

0.57% less ownership

Funds ownership: 94.9%94.33% (-0.57%)

7% less funds holding

Funds holding: 611571 (-40)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

15% less capital invested

Capital invested by funds: $31.6B → $26.9B (-$4.71B)

35% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 111

Holders
571
Holders Change
-40
Holders Change %
-6.55%
% of All Funds
12.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
72
Increased
215
Reduced
194
Closed
111
Calls
$785M
Puts
$664M
Net Calls
+$121M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
AE Wealth Management
Kansas
$232K -$115K -598 -30%
QCM
452
Quantinno Capital Management
New York
$232K
FAAS
453
First Allied Advisory Services
California
$228K +$257K +1,329 New
SWAG
454
Spectrum Wealth Advisory Group
California
$220K
SP
455
Symmetry Partners
Connecticut
$220K +$250K +1,296 New
SL
456
Signition LP
New York
$217K -$1.27M -6,574 -84%
BS
457
Banco Santander
Spain
$214K -$47.7K -247 -16%
BO
458
BRR OpCo
Ohio
$210K +$6.76K +35 +3%
AAS
459
Avantax Advisory Services
Texas
$209K -$826K -4,281 -78%
BWA
460
BDO Wealth Advisors
Florida
$204K
RHBC
461
R.H. Bluestein & Co
Michigan
$204K
RFC
462
Regions Financial Corp
Alabama
$201K +$16.8K +87 +8%
CAM
463
CenterStar Asset Management
Illinois
$198K
PA
464
Parallel Advisors
California
$187K -$60.2K -312 -22%
ALAM
465
Asahi Life Asset Management
Japan
$170K -$161K -835 -46%
EMG
466
ETF Managers Group
New Jersey
$166K -$11K -57 -5%
APA
467
American Portfolios Advisors
New York
$163K +$42.5K +220 +30%
IUHSA
468
Itau Unibanco Holding S.A.
Brazil
$156K
GWM
469
Geneos Wealth Management
Colorado
$136K -$15.4K -80 -9%
S
470
Seeyond
France
$135K -$574K -2,973 -79%
LIA
471
LS Investment Advisors
Michigan
$131K
NFG
472
Next Financial Group
Texas
$123K +$6.76K +35 +5%
GSWM
473
Golden State Wealth Management
California
$122K -$4.83K -25 -3%
ASN
474
Advisory Services Network
Georgia
$116K
SFS
475
Sowell Financial Services
Arkansas
$116K +$131K +681 New

WDAY Hedge Fund Activity: Q3 2019 in Review

571 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q3 2019, worth a combined $26.9B — down 15% from $31.6B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of WDAY and 72 opened new positions — a net loss of 39 holders — while 194 trimmed existing stakes and 215 added.

The largest buyer was Morgan Stanley, adding an estimated $288M. The largest seller was Jennison Associates, cutting an estimated $206M.

  • 571 institutional investors held Workday (WDAY) as of Q3 2019, down from 611 in Q2 2019.
  • Funds reported $26.9B of Workday stock for Q3 2019, down 15% quarter-over-quarter.
  • 72 funds opened new Workday positions in Q3 2019 and 111 closed out, a net change of -39 holders.
  • The largest Workday buyer in Q3 2019 was Morgan Stanley, an estimated $288M added.
  • The largest Workday seller in Q3 2019 was Jennison Associates, an estimated $206M sold.

Based on aggregated 13F filings for Q3 2019.