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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
NICM
601
Neo Ivy Capital Management
New York
$67K +$61.9K +313 New
CAL
602
Capital Analysts LLC
Pennsylvania
$66K
BDWM
603
Brewin Dolphin Wealth Management
Ireland
$64.5K
Millennium Management
604
Millennium Management
New York
$62.7K -$14.8M -74,670 -20%
IA
605
IFP Advisors
Florida
$62K +$198 +1 +0.3%
GRP
606
Global Retirement Partners
California
$60K -$2.77K -14 -5%
FP
607
Financial Perspectives
Minnesota
$59.6K
FHA
608
First Horizon Advisors
Tennessee
$58K +$40.6K +205 +311%
LWA
609
Lenox Wealth Advisors
New York
$57K -$24.7K -125 -32%
CWC
610
Carolinas Wealth Consulting
North Carolina
$56K +$49.7K +251 +2,282%
VFA
611
Valeo Financial Advisors
Indiana
$54K +$2.37K +12 +5%
BFEC
612
Benjamin F. Edwards & Company
Missouri
$52K -$31.1K -157 -39%
ETC
613
Exchange Traded Concepts
Oklahoma
$51K +$28.5K +144 +153%
RE
614
RBC Europe
United Kingdom
$49.5K +$8.9K +45 +24%
KTC
615
Kistler-Tiffany Companies
Pennsylvania
$46K
IRAG
616
Investment Research & Advisory Group
Georgia
$45K
NSIM
617
North Star Investment Management
Illinois
$43K
SSB
618
Sandy Spring Bank
Maryland
$43K
CPW
619
Catalyst Private Wealth
California
$43K +$39.6K +200 New
PFO
620
Pathstone Family Office
New Jersey
$43K +$39.6K +200 New
PS
621
Planned Solutions
California
$43K +$39.6K +200 New
SIAS
622
Shine Investment Advisory Services
Colorado
$41K
CFA
623
Carroll Financial Associates
North Carolina
$40K
WOC
624
West Oak Capital
California
$39K
LWM
625
Liberty Wealth Management
California
$39K +$594 +3 +2%

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.