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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
VCP
501
Verus Capital Partners
Arizona
$26K
GRP
502
Global Retirement Partners
California
$25K +$31.8K +189 New
SIAS
503
Shine Investment Advisory Services
Colorado
$23K -$2.19K -13 -7%
WOC
504
West Oak Capital
California
$23K
FCMT
505
Founders Capital Management (Texas)
Texas
$21K
HIA
506
Harbor Investment Advisory
Maryland
$21K
LWANC
507
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K
HCM
508
Highlander Capital Management
New Jersey
$20K
ASN
509
Advisory Services Network
Georgia
$20K +$19.5K +116 +290%
SWA
510
Sutton Wealth Advisors
Florida
$19.9K -$674 -4 -3%
LIA
511
LS Investment Advisors
Michigan
$18K -$107K -636 -82%
CFA
512
Carroll Financial Associates
North Carolina
$18K
BCA
513
Berman Capital Advisors
Georgia
$18K +$6.74K +40 +38%
ME
514
McIlrath & Eck
Washington
$16K
PCG
515
Private Capital Group
Connecticut
$14K +$842 +5 +5%
TWA
516
TCI Wealth Advisors
Arizona
$14K +$12.6K +75 +259%
BII
517
Bainco International Investors
Massachusetts
$14K +$18.5K +110 New
TC
518
Truvestments Capital
Florida
$14K +$18.5K +110 New
LC
519
Lindbrook Capital
California
$13K -$23.1K -137 -59%
FHA
520
Flagship Harbor Advisors
Massachusetts
$13K -$3.54K -21 -17%
PCFFS
521
Pacific Center for Financial Services
California
$13K
VCM
522
Versant Capital Management
Arizona
$12K +$16.7K +99 New
TPCW
523
TD Private Client Wealth
New York
$11.7K -$20K -119 -57%
EARNEST Partners
524
EARNEST Partners
Georgia
$10K
JCM
525
Jacobi Capital Management
Pennsylvania
$10K

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.