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Workday

699 hedge funds and large institutions have $35.4B invested in Workday in 2020 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 272 increasing their positions, 219 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 61

27% more call options, than puts

Call options by funds: $702M | Put options by funds: $553M

24% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 219

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

17% more capital invested

Capital invested by funds: $30.3B → $35.4B (+$5.04B)

7% more funds holding

Funds holding: 655699 (+44)

0.06% less ownership

Funds ownership: 93.01%92.95% (-0.06%)

Holders
699
Holders Change
+44
Holders Change %
+6.72%
% of All Funds
14.1%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.56%
New
106
Increased
272
Reduced
219
Closed
61
Calls
$702M
Puts
$553M
Net Calls
+$149M
Net Calls Change
-$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
526
Vestmark Advisory Solutions
Massachusetts
$295K +$9.1K +46 +3%
CIBC Private Wealth Group
527
CIBC Private Wealth Group
Georgia
$294K +$270K +1,367 New
FFN
528
Focus Financial Network
Minnesota
$293K
EAM
529
Evanson Asset Management
California
$293K -$7.91K -40 -3%
VWM
530
Venturi Wealth Management
Texas
$293K +$270K +1,363 New
CAM
531
Cozad Asset Management
Illinois
$290K -$127K -642 -32%
CGH
532
Crossmark Global Holdings
Texas
$288K
RC
533
Roundview Capital
New Jersey
$284K -$92.8K -469 -26%
VWM
534
Vigilare Wealth Management
Arizona
$284K
ICP
535
Ironvine Capital Partners
Nebraska
$283K +$260K +1,315 New
CWM
536
Circle Wealth Management
New Jersey
$281K +$259K +1,307 New
1WA
537
180 Wealth Advisors
Washington
$279K +$14.8K +75 +6%
GAM
538
Gemmer Asset Management
California
$275K -$28.1K -142 -10%
ZB
539
Zions Bancorporation
Utah
$275K -$989 -5 -0.4%
GWMIA
540
Global Wealth Management Investment Advisory
Florida
$273K +$11.5K +58 +5%
Bank Julius Baer & Co
541
Bank Julius Baer & Co
Switzerland
$272K +$7.91K +40 +3%
BWA
542
BDO Wealth Advisors
Florida
$272K +$14.6K +74 +6%
MFG
543
Merit Financial Group
Georgia
$271K -$176K -892 -41%
PFA
544
Paradigm Financial Advisors
Missouri
$265K -$74.8K -378 -23%
SSWM
545
Sheets Smith Wealth Management
North Carolina
$265K +$244K +1,234 New
NFC
546
Northeast Financial Consultants
Connecticut
$263K
QP
547
Quilter Plc
United Kingdom
$261K -$17K -86 -7%
GDP
548
Great Diamond Partners
Maine
$259K +$1.39K +7 +0.6%
TPCM
549
Three Peaks Capital Management
Colorado
$257K +$2.77K +14 +1%
PF
550
Phoenix Financial
Israel
$255K -$1.98K -10 -0.8%

WDAY Hedge Fund Activity: Q3 2020 in Review

699 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q3 2020, worth a combined $35.4B — up 17% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new WDAY positions and 61 closed out — a net gain of 45 holders — while 272 added to existing stakes and 219 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $339M. The largest seller was T. Rowe Price Associates, cutting an estimated $816M.

  • 699 institutional investors held Workday (WDAY) as of Q3 2020, up from 655 in Q2 2020.
  • Funds reported $35.4B of Workday stock for Q3 2020, up 17% quarter-over-quarter.
  • 106 funds opened new Workday positions in Q3 2020 and 61 closed out, a net change of +45 holders.
  • The largest Workday buyer in Q3 2020 was Goldman Sachs, an estimated $339M added.
  • The largest Workday seller in Q3 2020 was T. Rowe Price Associates, an estimated $816M sold.

Based on aggregated 13F filings for Q3 2020.