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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
ES
526
Equitec Specialists
Illinois
$31K +$31.7K +191 New
IA
527
IFP Advisors
Florida
$30K -$15.1K -91 -33%
WOC
528
West Oak Capital
California
$30K
HIA
529
Harbor Investment Advisory
Maryland
$27K +$27.4K +165 New
LWANC
530
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K
SWA
531
Sutton Wealth Advisors
Florida
$25.8K
HCM
532
Highlander Capital Management
New Jersey
$25K
THWM
533
Taylor Hoffman Wealth Management
Virginia
$25K
LWM
534
Lenox Wealth Management
Ohio
$25K +$3.65K +22 +17%
HWM
535
Holloway Wealth Management
Florida
$24K
CFA
536
Carroll Financial Associates
North Carolina
$22K
CTC
537
Central Trust Company
Missouri
$21K -$2.16K -13 -9%
ME
538
McIlrath & Eck
Washington
$21K
EDRH
539
Edmond de Rothschild Holding
Switzerland
$21K +$21.3K +128 New
FHA
540
Flagship Harbor Advisors
Massachusetts
$20K +$9.96K +60 +95%
OSAM
541
O'Shaughnessy Asset Management
Connecticut
$20K +$20.3K +122 New
RE
542
RBC Europe
United Kingdom
$19.2K -$18.3K -110 -48%
AF
543
Allworth Financial
California
$18K
BCA
544
Berman Capital Advisors
Georgia
$17K -$1.66K -10 -9%
PCG
545
Private Capital Group
Connecticut
$17K +$14.1K +85 +447%
AWM
546
Avior Wealth Management
Nebraska
$16K
FCMT
547
Founders Capital Management (Texas)
Texas
$16K
PCFFS
548
Pacific Center for Financial Services
California
$16K
AA
549
Ancora Advisors
Ohio
$16K +$16.6K +100 New
TVWM
550
Tower View Wealth Management
Wisconsin
$14K

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.