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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
GEA
551
Glen Eagle Advisors
New Jersey
$3.91K -$1.18K -7 -19%
EWM
552
Elmwood Wealth Management
California
$3.81K -$275K -1,632 -98%
AA
553
Advisory Alpha
Michigan
$3.3K
EFSCE
554
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$2.02K -12 -35%
EWM
555
Edge Wealth Management
New York
$3K
AAP
556
Arax Advisory Partners
Colorado
$3K +$3.37K +20 New
JSC
557
Jackson Square Capital
California
$2K -$851K -5,049 -100%
NL
558
NVWM LLC
Pennsylvania
$2K -$426K -2,526 -99%
PFBT
559
Parkside Financial Bank & Trust
Missouri
$2K -$5.56K -33 -73%
EI
560
Ellevest Inc
New York
$2K -$2.7K -16 -46%
CAGAS
561
Capital Advisory Group Advisory Services
Minnesota
$2K +$2.02K +12 New
AT
562
Arden Trust
Delaware
$2K +$2.36K +14 New
OAM
563
Optimal Asset Management
California
$1.23K +$1.12M +6,620 +237%
BFC
564
Bedel Financial Consulting
Indiana
$1K
DI
565
Disciplined Investments
Oklahoma
$1K
LWA
566
Lowe Wealth Advisors
Maryland
$1K
SMFS
567
Squar Milner Financial Services
California
$1K
FWM
568
Filbrandt Wealth Management
Wisconsin
$1K +$842 +5 New
Coatue Management
569
Coatue Management
New York
-$224M -1,362,731 Closed
WRCM
570
Whale Rock Capital Management
Massachusetts
-$58.6M -356,582 Closed
JFA
571
Johanson Financial Advisors
California
-$1.57M -258,189 Closed
JCM
572
Junto Capital Management
New York
-$24.5M -148,850 Closed
CAM
573
Contour Asset Management
New York
-$20.6M -125,442 Closed
Voloridge Investment Management
574
Voloridge Investment Management
Florida
-$19.2M -116,480 Closed
MSE
575
MUFG Securities EMEA
United Kingdom
-$16.1M -97,700 Closed

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.