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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
OP
576
ORG Partners
Indiana
$591K +$526K +2,628 New
SIM
577
Sentry Investment Management
Wisconsin
$583K
VIA
578
Vident Investment Advisory
Georgia
$582K -$152K -759 -23%
RC
579
Rovin Capital
Arizona
$581K -$44.9K -224 -8%
KeyBank National Association
580
KeyBank National Association
Ohio
$580K -$9.62K -48 -2%
TCBWMS
581
Texas Capital Bank Wealth Management Services
Texas
$574K +$509K +2,539 New
AFC
582
AFT Forsyth & Company
Florida
$573K -$44.1K -220 -8%
TI
583
TTP Investments
California
$567K
PA
584
Procyon Advisors
Connecticut
$561K +$498K +2,484 New
BA
585
Bristlecone Advisors
Washington
$560K
DIM
586
DC Investments Management
Virginia
$556K
WF
587
Welch & Forbes
Massachusetts
$554K +$2.2K +11 +0.5%
APC
588
Aspire Private Capital
North Carolina
$523K +$3K +15 +0.7%
Mercer Global Advisors
589
Mercer Global Advisors
Colorado
$519K +$23K +115 +5%
AAS
590
Avantax Advisory Services
Texas
$519K +$14.4K +72 +3%
KIA
591
KCM Investment Advisors
California
$514K -$25K -125 -5%
CG
592
Cynosure Group
Utah
$514K +$456K +2,276 New
ASN
593
Advisory Services Network
Georgia
$510K +$67.1K +335 +17%
MAM
594
Morse Asset Management
Connecticut
$501K +$77.1K +385 +21%
Thrivent Financial for Lutherans
595
Thrivent Financial for Lutherans
Minnesota
$499K +$442K +2,208 New
PGFC
596
Peapack-Gladstone Financial Corp
New Jersey
$498K +$234K +1,166 +112%
EF
597
Empowered Funds
Pennsylvania
$494K -$702K -3,506 -62%
EST
598
EA Series Trust
Pennsylvania
$494K +$438K +2,186 New
FRM
599
Fox Run Management
Connecticut
$489K +$434K +2,166 New
YCM
600
Yousif Capital Management
Michigan
$488K -$18.4K -92 -4%

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.