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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
AF
526
Allworth Financial
California
$19K
AA
527
Advisory Alpha
Michigan
$17.8K +$19.9K +103 New
FCMT
528
Founders Capital Management (Texas)
Texas
$17K
PCFFS
529
Pacific Center for Financial Services
California
$17K
AWM
530
Avior Wealth Management
Nebraska
$16K
HNB
531
Huntington National Bank
Ohio
$16K
WCM
532
Whitener Capital Management
North Carolina
$16K
QT
533
Quantamental Technologies
New York
$16K +$18.1K +94 New
TVWM
534
Tower View Wealth Management
Wisconsin
$15K
JCM
535
Jacobi Capital Management
Pennsylvania
$14K
EARNEST Partners
536
EARNEST Partners
Georgia
$13K
RFA
537
Reilly Financial Advisors
California
$12K +$13.5K +70 New
TFA
538
Toth Financial Advisory
Virginia
$11K -$290K -1,500 -96%
NIM
539
NuWave Investment Management
New Jersey
$10K -$189K -977 -94%
PCIA
540
Prime Capital Investment Advisors
Kansas
$10K +$11.6K +60 New
FHA
541
Flagship Harbor Advisors
Massachusetts
$10K +$12.2K +63 New
SBL
542
Sargent Bickham Lagudis
Colorado
$8K -$57.9K -300 -87%
HI
543
Hudock Inc
Pennsylvania
$8K -$10K -52 -51%
CFG
544
Citizens Financial Group
Rhode Island
$8K
FCA
545
FinTrust Capital Advisors
South Carolina
$8K
TCOV
546
Trust Company of Vermont
Vermont
$8K
BAMG
547
Brand Asset Management Group
Missouri
$7K
OC
548
Oakworth Capital
Alabama
$7K
TWA
549
TCI Wealth Advisors
Arizona
$7K +$1.93K +10 +34%
PCM
550
Prelude Capital Management
New York
$7K +$7.53K +39 New

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.