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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
VI
526
Versor Investments
New York
$792K -$393K -1,961 -36%
CAG
527
Crestwood Advisors Group
Massachusetts
$791K +$15.6K +78 +2%
MA
528
Montag & Associates
Georgia
$790K -$85.5K -427 -11%
CWM
529
Circle Wealth Management
New Jersey
$773K +$5.21K +26 +0.8%
IPW
530
Impact Partnership Wealth
Georgia
$770K +$683K +3,409 New
CA
531
Cetera Advisors
Colorado
$758K +$92.9K +464 +16%
TWA
532
Trellis Wealth Advisors
California
$757K +$671K +3,351 New
KLC
533
Knowledge Leaders Capital
Colorado
$745K +$660K +3,296 New
Carson Wealth (CWM LLC)
534
Carson Wealth (CWM LLC)
Nebraska
$742K +$97.6K +487 +17%
PCM
535
Prana Capital Management
Connecticut
$739K +$656K +3,273 New
GGHC
536
Gilder Gagnon Howe & Co
New York
$739K -$19.6K -98 -3%
RJT
537
Raymond James Trust
Florida
$736K +$81.5K +407 +14%
Empower Advisory Group
538
Empower Advisory Group
Colorado
$733K +$55.5K +277 +9%
GLA
539
Great Lakes Advisors
Illinois
$727K +$645K +3,219 New
TCA
540
Transcend Capital Advisors
New Jersey
$721K -$16.8K -84 -3%
Bessemer Group
541
Bessemer Group
New Jersey
$702K +$170K +850 +38%
KA
542
Kozak & Associates
Colorado
$698K
S
543
SignatureFD
Georgia
$698K +$36.3K +181 +6%
IWC
544
Integrated Wealth Concepts
Massachusetts
$698K +$619K +3,089 New
AP
545
Appleton Partners
Massachusetts
$691K -$180K -897 -23%
SFA
546
Sequoia Financial Advisors
Ohio
$688K +$238K +1,190 +64%
OWM
547
Opes Wealth Management
California
$686K
LB
548
Legacy Bridge
Iowa
$682K
GBT
549
Grove Bank & Trust
Florida
$677K +$594K +2,965 +8,985%
AUB
550
Atlantic Union Bankshares
Virginia
$676K +$600K +2,993 New

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.