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Workday

592 hedge funds and large institutions have $25.2B invested in Workday in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 223 increasing their positions, 178 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 80

25% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 178

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

4% more funds holding

Funds holding: 571592 (+21)

2.27% less ownership

Funds ownership: 94.33%92.05% (-2.3%)

6% less capital invested

Capital invested by funds: $26.9B → $25.2B (-$1.65B)

32% less call options, than puts

Call options by funds: $435M | Put options by funds: $641M

Holders
592
Holders Change
+21
Holders Change %
+3.68%
% of All Funds
11.67%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
111
Increased
223
Reduced
178
Closed
80
Calls
$435M
Puts
$641M
Net Calls
-$206M
Net Calls Change
-$327M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
501
Concourse Financial Group Securities
Alabama
$61K -$44.3K -267 -42%
AIM
502
Aigen Investment Management
New York
$59K +$59.9K +361 New
FIA
503
FNY Investment Advisers
New York
$55K +$55.6K +335 New
RIA
504
Realta Investment Advisors
Delaware
$52K -$6.97K -42 -12%
BFEC
505
Benjamin F. Edwards & Company
Missouri
$51K
WAP
506
Wealthcare Advisory Partners
Pennsylvania
$47K +$2.49K +15 +6%
FP
507
Financial Perspectives
Minnesota
$45.6K +$46K +277 New
ACM
508
Allred Capital Management
Texas
$45.2K +$45.7K +275 New
VFA
509
Valeo Financial Advisors
Indiana
$43K -$28.6K -172 -40%
SFSIG
510
San Francisco Sentry Investment Group
California
$40K +$8.47K +51 +27%
PCM
511
Penserra Capital Management
California
$40K +$15.1K +91 +59%
MAM
512
Meeder Asset Management
Ohio
$38K -$3.82K -23 -9%
GT
513
Glenmede Trust
Pennsylvania
$38K +$996 +6 +3%
LC
514
Lindbrook Capital
California
$38K +$7.64K +46 +24%
HIIFS
515
Harel Insurance Investments & Financial Services
Israel
$38K +$38.5K +232 New
OPS
516
Orion Portfolio Solutions
Nebraska
$37K +$37.7K +227 New
KTC
517
Kistler-Tiffany Companies
Pennsylvania
$35K
TPCW
518
TD Private Client Wealth
New York
$34.4K +$34.7K +209 New
SF
519
Synovus Financial
Georgia
$34K
IRAG
520
Investment Research & Advisory Group
Georgia
$34K +$34.7K +209 New
NSIM
521
North Star Investment Management
Illinois
$33K
SSB
522
Sandy Spring Bank
Maryland
$33K
TCWM
523
Total Clarity Wealth Management
Illinois
$33K +$33.2K +200 New
VCP
524
Verus Capital Partners
Arizona
$33K +$33.2K +200 New
SIAS
525
Shine Investment Advisory Services
Colorado
$32K -$1.99K -12 -6%

WDAY Hedge Fund Activity: Q4 2019 in Review

592 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q4 2019, worth a combined $25.2B — down 6.1% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new WDAY positions and 80 closed out — a net gain of 31 holders — while 223 added to existing stakes and 178 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $329M. The largest seller was Fidelity Investments, cutting an estimated $652M.

  • 592 institutional investors held Workday (WDAY) as of Q4 2019, up from 571 in Q3 2019.
  • Funds reported $25.2B of Workday stock for Q4 2019, down 6.1% quarter-over-quarter.
  • 111 funds opened new Workday positions in Q4 2019 and 80 closed out, a net change of +31 holders.
  • The largest Workday buyer in Q4 2019 was Citadel Advisors, an estimated $329M added.
  • The largest Workday seller in Q4 2019 was Fidelity Investments, an estimated $652M sold.

Based on aggregated 13F filings for Q4 2019.