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Workday

898 hedge funds and large institutions have $41B invested in Workday in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 339 increasing their positions, 290 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 90

17% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 290

9% more capital invested

Capital invested by funds: $37.5B → $41B (+$3.49B)

3% more funds holding

Funds holding: 869898 (+29)

0.59% less ownership

Funds ownership: 89.11%88.52% (-0.59%)

12% less funds holding in top 10

Funds holding in top 10: 4237 (-5)

19% less call options, than puts

Call options by funds: $580M | Put options by funds: $718M

Holders
898
Holders Change
+29
Holders Change %
+3.34%
% of All Funds
14.1%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
0.58%
New
127
Increased
339
Reduced
290
Closed
90
Calls
$580M
Puts
$718M
Net Calls
-$138M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
501
Oppenheimer & Co
New York
$920K -$6.81K -34 -0.8%
FLPIM
502
F.L. Putnam Investment Management
Massachusetts
$910K +$807K +4,028 New
TWC
503
TD Waterhouse Canada
Ontario, Canada
$906K -$222K -1,107 -22%
RAG
504
RIA Advisory Group
Iowa
$895K -$372K -1,859 -32%
Fiera Capital (Canada)
505
Fiera Capital (Canada)
Quebec, Canada
$891K +$5.61K +28 +0.7%
SIA
506
Schechter Investment Advisors
Michigan
$888K +$788K +3,933 New
PF
507
Phoenix Financial
Israel
$876K +$777K +3,880 New
KWM
508
Kingsview Wealth Management
Oregon
$871K +$180K +900 +30%
CCS
509
Concentric Capital Strategies
Connecticut
$869K -$490K -2,447 -39%
QP
510
Quilter Plc
United Kingdom
$868K
DI
511
DFPG Investments
Utah
$862K +$745K +3,719 New
HIIFS
512
Harel Insurance Investments & Financial Services
Israel
$852K -$17K -85 -2%
CGH
513
Crossmark Global Holdings
Texas
$849K -$12.2K -61 -2%
NYLIM
514
New York Life Investment Management
New York
$839K -$6.01K -30 -0.8%
CII
515
Capital International Inc
California
$836K +$18.8K +94 +3%
BPA
516
Beacon Pointe Advisors
California
$829K +$31.8K +159 +5%
OWA
517
Outlook Wealth Advisors
Texas
$824K +$279K +1,391 +62%
MAS
518
Meeder Advisory Services
Ohio
$821K -$8.21K -41 -1%
NP
519
Nilsine Partners
Colorado
$812K -$52.9K -264 -7%
CS
520
Comerica Securities
Michigan
$811K -$27.2K -136 -4%
API
521
Advisor Partners II
California
$800K +$175K +875 +33%
ACS
522
Archford Capital Strategies
Illinois
$798K -$22.8K -114 -3%
BFG
523
Bleakley Financial Group
New Jersey
$794K +$63.5K +317 +10%
SS
524
Simplicity Solutions
Minnesota
$793K +$63.1K +315 +10%
WCM Investment Management
525
WCM Investment Management
California
$792K

WDAY Hedge Fund Activity: Q2 2023 in Review

898 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q2 2023, worth a combined $41B — up 9.3% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new WDAY positions and 90 closed out — a net gain of 37 holders — while 339 added to existing stakes and 290 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $776M. The largest seller was Lone Pine Capital, cutting an estimated $338M.

  • 898 institutional investors held Workday (WDAY) as of Q2 2023, up from 869 in Q1 2023.
  • Funds reported $41B of Workday stock for Q2 2023, up 9.3% quarter-over-quarter.
  • 127 funds opened new Workday positions in Q2 2023 and 90 closed out, a net change of +37 holders.
  • The largest Workday buyer in Q2 2023 was Polen Capital Management, an estimated $776M added.
  • The largest Workday seller in Q2 2023 was Lone Pine Capital, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2023.