We are live on ! Find out more
WDAY icon

Workday

526 hedge funds and large institutions have $24.5B invested in Workday in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 187 increasing their positions, 150 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more funds holding in top 10

Funds holding in top 10: 922 (+13)

131% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 48

25% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 150

21% more call options, than puts

Call options by funds: $616M | Put options by funds: $508M

12% more funds holding

Funds holding: 468526 (+58)

11% more capital invested

Capital invested by funds: $22B → $24.5B (+$2.49B)

1.48% less ownership

Funds ownership: 103.3%101.82% (-1.5%)

Holders
526
Holders Change
+58
Holders Change %
+12.39%
% of All Funds
11.72%
Holding in Top 10
22
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+144.44%
% of All Funds
0.49%
New
111
Increased
187
Reduced
150
Closed
48
Calls
$616M
Puts
$508M
Net Calls
+$108M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
501
Pathstone Family Office
New Jersey
$5K +$4.82K +34 New
KL
502
KWMG LLC
Kansas
$4K -$1.27K -9 -26%
CFA
503
Carroll Financial Associates
North Carolina
$4K
PA
504
Perennial Advisors
New York
$4K
ASN
505
Advisory Services Network
Georgia
$4K +$3.54K +25 New
TCM
506
Tradewinds Capital Management
Washington
$4K +$3.83K +27 New
PAMU
507
Pictet Asset Management (UK)
United Kingdom
$3.93K -$4.38M -30,927 -56%
Canada Pension Plan Investment Board
508
Canada Pension Plan Investment Board
Ontario, Canada
$3K -$4.53K -32 -76%
HI
509
Hudock Inc
Pennsylvania
$3K
OFW
510
Omnia Family Wealth
Florida
$3K
WAM
511
Watermark Asset Management
California
$3K
TFA
512
Toth Financial Advisory
Virginia
$3K +$2.27K +16 New
VCM
513
Versant Capital Management
Arizona
$3K +$3.26K +23 New
CFD
514
Creative Financial Designs
Indiana
$2K
SMFS
515
Squar Milner Financial Services
California
$2K
WT
516
Whittier Trust
California
$2K
PCG
517
Private Capital Group
Connecticut
$2K +$142 +1 +8%
APC
518
Aspire Private Capital
North Carolina
$2K +$1.7K +12 New
CAGAS
519
Capital Advisory Group Advisory Services
Minnesota
$2K +$1.7K +12 New
LFG
520
Larson Financial Group
Missouri
$2K +$1.84K +13 New
AC
521
Avestar Capital
New York
$1K +$992 +7 +88%
EWM
522
Executive Wealth Management
Michigan
$1K +$1.13K +8 New
PWM
523
PRW Wealth Management
Massachusetts
$1K +$1.13K +8 New
GT
524
Glenmede Trust
Pennsylvania
$42 +$38K +268 New
Balyasny Asset Management
525
Balyasny Asset Management
Illinois
-$43.8M -309,036 Closed

WDAY Hedge Fund Activity: Q4 2018 in Review

526 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q4 2018, worth a combined $24.5B — up 11% from $22B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WDAY positions and 48 closed out — a net gain of 63 holders — while 187 added to existing stakes and 150 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $586M. The largest seller was Wellington Management Group, cutting an estimated $240M.

  • 526 institutional investors held Workday (WDAY) as of Q4 2018, up from 468 in Q3 2018.
  • Funds reported $24.5B of Workday stock for Q4 2018, up 11% quarter-over-quarter.
  • 111 funds opened new Workday positions in Q4 2018 and 48 closed out, a net change of +63 holders.
  • The largest Workday buyer in Q4 2018 was T. Rowe Price Associates, an estimated $586M added.
  • The largest Workday seller in Q4 2018 was Wellington Management Group, an estimated $240M sold.

Based on aggregated 13F filings for Q4 2018.