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Workday

792 hedge funds and large institutions have $42.6B invested in Workday in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 291 increasing their positions, 272 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 88

5% more capital invested

Capital invested by funds: $40.5B → $42.6B (+$2.07B)

7% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 272

1% more funds holding

Funds holding: 785792 (+7)

0.39% more ownership

Funds ownership: 92.8%93.19% (+0.39%)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

41% less call options, than puts

Call options by funds: $682M | Put options by funds: $1.16B

Holders
792
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
13.91%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.4%
New
105
Increased
291
Reduced
272
Closed
88
Calls
$682M
Puts
$1.16B
Net Calls
-$475M
Net Calls Change
-$544M
Name Holding Trade Value Shares
Change
Change in
Stake
V
501
Veritable
Delaware
$600K -$107K -434 -15%
EMG
502
ETF Managers Group
New Jersey
$599K +$81.3K +329 +15%
LWP
503
Lumature Wealth Partners
Georgia
$595K +$592K +2,395 New
XT
504
XTX Topco
Cayman Islands
$584K +$580K +2,349 New
CS
505
Cannell & Spears
New York
$572K +$569K +2,304 New
HCM
506
Hollencrest Capital Management
California
$571K +$568K +2,300 New
KLC
507
Knowledge Leaders Capital
Colorado
$570K
SIC
508
Schwartz Investment Counsel
Michigan
$559K -$12.4K -50 -2%
BBCM
509
Boardman Bay Capital Management
New York
$553K -$1.61M -6,500 -93%
BTWM
510
Baker Tilly Wealth Management
Wisconsin
$542K +$539K +2,180 New
IFG
511
Independent Financial Group
California
$539K -$75.3K -305 -12%
PFGIA
512
Patriot Financial Group Insurance Agency
Massachusetts
$532K +$741 +3 +0.1%
EAM
513
Evanson Asset Management
California
$518K +$247 +1 +0%
MYAM
514
Meiji Yasuda Asset Management
Japan
$516K +$179K +723 +53%
PAG
515
Private Advisor Group
New Jersey
$510K +$35.3K +143 +7%
Fifth Third Bancorp
516
Fifth Third Bancorp
Ohio
$507K +$59.8K +242 +13%
PGFC
517
Peapack-Gladstone Financial Corp
New Jersey
$507K +$504K +2,040 New
CWM
518
Calamos Wealth Management
Illinois
$506K -$5.19K -21 -1%
TI
519
Tidal Investments
Wisconsin
$494K +$140K +566 +40%
QCM
520
Quantinno Capital Management
New York
$485K
FAM
521
Fred Alger Management
New York
$475K -$15.6K -63 -3%
BCM
522
Bayesian Capital Management
New York
$472K -$1.61M -6,500 -77%
AFAS
523
Acorn Financial Advisory Services
Virginia
$470K +$8.15K +33 +2%
CAAS
524
Capital Asset Advisory Services
Michigan
$465K +$343K +1,389 +289%
FIM
525
Fernwood Investment Management
Massachusetts
$463K +$18.5K +75 +4%

WDAY Hedge Fund Activity: Q1 2021 in Review

792 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q1 2021, worth a combined $42.6B — up 5.1% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new WDAY positions and 88 closed out — a net gain of 17 holders — while 291 added to existing stakes and 272 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $532M. The largest seller was Morgan Stanley, cutting an estimated $455M.

  • 792 institutional investors held Workday (WDAY) as of Q1 2021, up from 785 in Q4 2020.
  • Funds reported $42.6B of Workday stock for Q1 2021, up 5.1% quarter-over-quarter.
  • 105 funds opened new Workday positions in Q1 2021 and 88 closed out, a net change of +17 holders.
  • The largest Workday buyer in Q1 2021 was Lone Pine Capital, an estimated $532M added.
  • The largest Workday seller in Q1 2021 was Morgan Stanley, an estimated $455M sold.

Based on aggregated 13F filings for Q1 2021.