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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
CFGS
476
Concourse Financial Group Securities
Alabama
$108K -$685K -3,547 -85%
LWA
477
Lenox Wealth Advisors
New York
$106K -$53.1K -275 -31%
CIA
478
CSat Investment Advisory
Michigan
$105K +$20.5K +106 +21%
AW
479
Alpha Windward
Massachusetts
$101K
FANJ
480
Financial Architects (New Jersey)
New Jersey
$97K +$19.3K +100 +21%
FMT
481
First Mercantile Trust
Tennessee
$93K -$241K -1,246 -69%
CCM
482
Covington Capital Management
California
$79K
PAM
483
Paradigm Asset Management
New York
$76.5K
S
484
SignatureFD
Georgia
$76K -$4.25K -22 -5%
VFA
485
Valeo Financial Advisors
Indiana
$73K -$11.4K -59 -12%
TFO
486
Tarbox Family Office
California
$69K
FRA
487
Front Row Advisors
California
$67K
Schroder Investment Management Group
488
Schroder Investment Management Group
United Kingdom
$61K
RIA
489
Realta Investment Advisors
Delaware
$58K +$21.4K +111 +49%
CB
490
CNB Bank
Pennsylvania
$54K +$52.3K +271 +565%
BFEC
491
Benjamin F. Edwards & Company
Missouri
$53K -$1.35K -7 -2%
MS
492
Mizuho Securities
Japan
$51K
M
493
Mirova
France
$50K
AIM
494
AIA Investment Management
Singapore
$49K +$55.2K +286 New
CAPTRUST Financial Advisors
495
CAPTRUST Financial Advisors
North Carolina
$48K +$16.8K +87 +45%
IA
496
IFP Advisors
Florida
$48K +$53.5K +277 New
WAP
497
Wealthcare Advisory Partners
Pennsylvania
$46K
QCG
498
Quadrant Capital Group
Ohio
$45K -$120K -622 -68%
MAM
499
Meeder Asset Management
Ohio
$43K -$1.74K -9 -3%
AIM
500
Advantage Investment Management
Iowa
$40K +$9.07K +47 +25%

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.