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Workday

800 hedge funds and large institutions have $43.4B invested in Workday in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 346 increasing their positions, 219 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 219

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

30% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 71

5% more capital invested

Capital invested by funds: $41.3B → $43.4B (+$2.11B)

1% more funds holding

Funds holding: 790800 (+10)

0.45% more ownership

Funds ownership: 91.75%92.2% (+0.45%)

22% less call options, than puts

Call options by funds: $1.99B | Put options by funds: $2.55B

Holders
800
Holders Change
+10
Holders Change %
+1.27%
% of All Funds
14.01%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.46%
New
92
Increased
346
Reduced
219
Closed
71
Calls
$1.99B
Puts
$2.55B
Net Calls
-$559M
Net Calls Change
-$356M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
476
Harel Insurance Investments & Financial Services
Israel
$818K -$480K -1,940 -37%
AC
477
Apogem Capital
New York
$815K -$27.5K -111 -3%
IA
478
IndexIQ Advisors
New York
$810K +$59.9K +242 +8%
EI
479
Ethic Inc
New York
$791K +$89.1K +360 +13%
NAM
480
NorthCoast Asset Management
Connecticut
$790K -$2.07M -8,363 -73%
LWP
481
Lumature Wealth Partners
Georgia
$788K +$53.5K +216 +7%
BTWM
482
Baker Tilly Wealth Management
Wisconsin
$775K +$162K +653 +27%
SC
483
Scholtz & Company
Connecticut
$769K -$532K -2,149 -41%
VCM
484
Virtue Capital Management
Tennessee
$768K +$18.1K +73 +2%
IIM
485
Ironwood Investment Management
Massachusetts
$766K +$1.24K +5 +0.2%
FCH
486
Freestone Capital Holdings
Washington
$762K +$236K +953 +45%
OWM
487
Opes Wealth Management
California
$762K +$755K +3,048 New
CWA
488
Clarity Wealth Advisors
California
$760K -$42.3K -171 -5%
AAS
489
Avantax Advisory Services
Texas
$757K +$65.1K +263 +9%
AIM
490
Aspen Investment Management
Michigan
$755K +$748K +3,022 New
RJT
491
Raymond James Trust
Florida
$752K +$12.1K +49 +2%
BPC
492
Banque Pictet & Cie
Switzerland
$751K +$240K +968 +47%
IWS
493
Insight Wealth Strategies
California
$748K +$22.3K +90 +3%
FDCDDQ
494
Federation des caisses Desjardins du Quebec
Quebec, Canada
$743K +$23.5K +95 +3%
CBA
495
Coastal Bridge Advisors
Connecticut
$735K
PDN
496
Pensionfund DSM Netherlands
Netherlands
$725K +$718K +2,900 New
MFS
497
Mirabella Financial Services
United Kingdom
$709K +$703K +2,839 New
CRIG
498
Charter Research & Investment Group
Connecticut
$706K
VI
499
Vestcor Inc
New Brunswick, Canada
$696K -$58.2K -235 -8%
FRM
500
Fox Run Management
Connecticut
$692K +$686K +2,771 New

WDAY Hedge Fund Activity: Q3 2021 in Review

800 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q3 2021, worth a combined $43.4B — up 5.1% from $41.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new WDAY positions and 71 closed out — a net gain of 21 holders — while 346 added to existing stakes and 219 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $468M. The largest seller was Sands Capital Management, cutting an estimated $751M.

  • 800 institutional investors held Workday (WDAY) as of Q3 2021, up from 790 in Q2 2021.
  • Funds reported $43.4B of Workday stock for Q3 2021, up 5.1% quarter-over-quarter.
  • 92 funds opened new Workday positions in Q3 2021 and 71 closed out, a net change of +21 holders.
  • The largest Workday buyer in Q3 2021 was Wellington Management Group, an estimated $468M added.
  • The largest Workday seller in Q3 2021 was Sands Capital Management, an estimated $751M sold.

Based on aggregated 13F filings for Q3 2021.