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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
CI
601
Cigna Investments
Connecticut
$486K
FRA
602
Frank Rimerman Advisors
California
$472K
MYAM
603
Meiji Yasuda Asset Management
Japan
$467K -$17.2K -86 -4%
JWM
604
Jessup Wealth Management
Ohio
$466K +$413K +2,063 New
HPC
605
HM Payson & Co
Maine
$457K
PVH
606
Psagot Value Holdings
Israel
$454K -$857K -4,280 -68%
PAM
607
Paradigm Asset Management
New York
$452K +$401K +2,000 New
PI
608
PFG Investments
New York
$446K +$396K +1,975 New
GL
609
Graypoint LLC
New York
$444K +$195K +971 +98%
BRWA
610
B. Riley Wealth Advisors
Florida
$441K +$48.3K +241 +14%
GC
611
Garde Capital
Washington
$439K
CWA
612
Clarity Wealth Advisors
California
$438K -$39.1K -195 -9%
GT
613
Greenleaf Trust
Michigan
$436K -$8.41K -42 -2%
MGIA
614
Moneta Group Investment Advisors
Missouri
$432K +$383K +1,914 New
BPCE
615
Bank Pictet & Cie (Europe)
Germany
$428K -$41.7K -208 -10%
AWM
616
Avior Wealth Management
Nebraska
$425K
PWM
617
Perigon Wealth Management
California
$425K +$17K +85 +5%
AP
618
Adero Partners
California
$419K
TBWA
619
Three Bridge Wealth Advisors
California
$418K
BBHC
620
Brown Brothers Harriman & Co
New York
$412K -$1.38M -6,885 -79%
ECM
621
Evergreen Capital Management
Washington
$405K -$49.9K -249 -12%
CP
622
Covenant Partners
Tennessee
$404K
PAI
623
Pittenger & Anderson Inc
Nebraska
$403K -$48.1K -240 -12%
GG
624
Golden Green
South Carolina
$400K +$355K +1,772 New
FTDI
625
First Trust Direct Indexing
Massachusetts
$399K +$21.4K +107 +6%

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.