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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
CFG
476
Citizens Financial Group
Rhode Island
$62K -$8.26K -49 -9%
NFG
477
Next Financial Group
Texas
$62K
FRA
478
Front Row Advisors
California
$61K
HWM
479
HighMark Wealth Management
Minnesota
$59K -$3.88K -23 -5%
CAPTRUST Financial Advisors
480
CAPTRUST Financial Advisors
North Carolina
$55K +$74K +439 New
TFO
481
Tarbox Family Office
California
$54K +$2.02K +12 +3%
CIS
482
Capital International Sarl
California
$54K +$69.9K +415 New
PCM
483
Pinz Capital Management
New York
$52K +$67.4K +400 New
PCM
484
Penserra Capital Management
California
$43K +$2.86K +17 +7%
CFGS
485
Concourse Financial Group Securities
Alabama
$42K -$8.76K -52 -14%
BFEC
486
Benjamin F. Edwards & Company
Missouri
$40K
GT
487
Glenmede Trust
Pennsylvania
$38K
WAP
488
Wealthcare Advisory Partners
Pennsylvania
$37K
CAL
489
Capital Analysts LLC
Pennsylvania
$37K +$47.5K +282 New
FP
490
Financial Perspectives
Minnesota
$36.1K
KTC
491
Kistler-Tiffany Companies
Pennsylvania
$35K
SFSIG
492
San Francisco Sentry Investment Group
California
$35K +$4.89K +29 +12%
O
493
Ossiam
France
$31K -$81.2K -482 -67%
VFA
494
Valeo Financial Advisors
Indiana
$30K -$8.59K -51 -20%
MAM
495
Meeder Asset Management
Ohio
$30K +$337 +2 +0.9%
OPS
496
Orion Portfolio Solutions
Nebraska
$30K +$1.18K +7 +3%
IA
497
IFP Advisors
Florida
$27K -$337 -2 -1%
IRAG
498
Investment Research & Advisory Group
Georgia
$27K
NSIM
499
North Star Investment Management
Illinois
$26K
SSB
500
Sandy Spring Bank
Maryland
$26K

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.