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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
Fifth Third Bancorp
451
Fifth Third Bancorp
Ohio
$191K +$7.92K +47 +3%
FDCDDQ
452
Federation des caisses Desjardins du Quebec
Quebec, Canada
$188K -$1.21M -7,207 -83%
NICM
453
Neo Ivy Capital Management
New York
$187K +$88.6K +526 +58%
GAM
454
Gemmer Asset Management
California
$185K
ZB
455
Zions Bancorporation
Utah
$174K -$18.7K -111 -8%
Bank Julius Baer & Co
456
Bank Julius Baer & Co
Switzerland
$169K +$219K +1,300 New
AF
457
Advisornet Financial
Minnesota
$167K -$3.37K -20 -2%
BWA
458
BDO Wealth Advisors
Florida
$156K
HNB
459
Huntington National Bank
Ohio
$129K -$4.21K -25 -2%
PA
460
Parallel Advisors
California
$121K +$30.2K +179 +24%
APA
461
American Portfolios Advisors
New York
$115K -$5.73K -34 -4%
SFS
462
Sowell Financial Services
Arkansas
$111K +$40.3K +239 +39%
QCG
463
Quadrant Capital Group
Ohio
$102K -$49.7K -295 -27%
S
464
Seeyond
France
$102K -$1.01K -6 -0.8%
CIA
465
CSat Investment Advisory
Michigan
$100K +$13K +77 +11%
GSWM
466
Golden State Wealth Management
California
$93K +$121K +718 New
CA
467
Clearstead Advisors
Ohio
$91K +$118K +701 New
BL
468
Balentine LLC
Georgia
$87K -$51.2K -304 -31%
GWM
469
Geneos Wealth Management
Colorado
$86K -$28.6K -170 -21%
EWA
470
Evolution Wealth Advisors
Florida
$86K +$111K +660 New
PAM
471
Paradigm Asset Management
New York
$78.1K
PG
472
Pendal Group
Australia
$76.2K -$124K -738 -56%
S
473
SignatureFD
Georgia
$75K +$15.5K +92 +19%
FANJ
474
Financial Architects (New Jersey)
New Jersey
$75K +$16.8K +100 +21%
LWA
475
Lenox Wealth Advisors
New York
$65K -$37.9K -225 -31%

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.