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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
RFA
526
Reilly Financial Advisors
California
$10K
FHA
527
First Horizon Advisors
Tennessee
$8K +$11.1K +66 New
AA
528
Ancora Advisors
Ohio
$7K -$8.42K -50 -50%
FCA
529
FinTrust Capital Advisors
South Carolina
$7K
TFA
530
Toth Financial Advisory
Virginia
$7K
AWA
531
Arkadios Wealth Advisors
Georgia
$6.51K -$2.53K -15 -23%
CT
532
Caldwell Trust
Florida
$6.51K
KPW
533
Kore Private Wealth
New York
$6K -$58K -344 -88%
AIC
534
Ameritas Investment Company
Nebraska
$6K
SBL
535
Sargent Bickham Lagudis
Colorado
$6K
HI
536
Hudock Inc
Pennsylvania
$6K +$674 +4 +8%
OSAM
537
O'Shaughnessy Asset Management
Connecticut
$5K -$14.3K -85 -70%
BAMG
538
Brand Asset Management Group
Missouri
$5K
CIAS
539
CBIZ Investment Advisory Services
Ohio
$5K
JFA
540
JNBA Financial Advisors
Minnesota
$5K
OC
541
Oakworth Capital
Alabama
$5K
TCOV
542
Trust Company of Vermont
Vermont
$5K
MF
543
Manchester Financial
California
$5K +$6.74K +40 New
TFGT
544
TS Financial Group (TSFG)
Illinois
$5K +$6.74K +40 New
CB
545
CNB Bank
Pennsylvania
$4K -$65K -386 -92%
LPWM
546
Lake Point Wealth Management
Texas
$4K
LS
547
Leelyn Smith
Illinois
$4K
GWS
548
Glassman Wealth Services
Virginia
$4K +$2.19K +13 +93%
PWMG
549
Prestige Wealth Management Group
New Jersey
$4K +$4.55K +27 New
RE
550
RBC Europe
United Kingdom
$3.91K -$14.7K -87 -74%

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.