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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
RE
501
RBC Europe
United Kingdom
$38.6K +$5.41K +28 +14%
KTC
502
Kistler-Tiffany Companies
Pennsylvania
$36K
SF
503
Synovus Financial
Georgia
$36K +$19.3K +100 +88%
SIAS
504
Shine Investment Advisory Services
Colorado
$35K +$21.6K +112 +122%
LWCFA
505
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K
SSB
506
Sandy Spring Bank
Maryland
$34K
NSIM
507
North Star Investment Management
Illinois
$34K +$38.6K +200 New
SFSIG
508
San Francisco Sentry Investment Group
California
$33K +$30.1K +156 +446%
LC
509
Lindbrook Capital
California
$32K +$4.83K +25 +15%
WOC
510
West Oak Capital
California
$31K
PG
511
Pendal Group
Australia
$30.8K +$34.9K +181 New
PHK
512
Point72 Hong Kong
Hong Kong
$27K -$189K -981 -86%
O
513
Ossiam
France
$27K -$92.1K -477 -75%
LWANC
514
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K
SWA
515
Sutton Wealth Advisors
Florida
$26.7K -$772 -4 -2%
PCM
516
Penserra Capital Management
California
$25K -$92.1K -477 -76%
HCM
517
Highlander Capital Management
New Jersey
$25K
HWM
518
Holloway Wealth Management
Florida
$25K
THWM
519
Taylor Hoffman Wealth Management
Virginia
$25K
HL
520
Harding Loevner
New Jersey
$24K
CFA
521
Carroll Financial Associates
North Carolina
$23K -$5.6K -29 -17%
CTC
522
Central Trust Company
Missouri
$23K
LWM
523
Lenox Wealth Management
Ohio
$22K +$579 +3 +2%
ME
524
McIlrath & Eck
Washington
$21K -$7.72K -40 -24%
BCA
525
Berman Capital Advisors
Georgia
$19K -$270K -1,397 -92%

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.