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Workday

1,070 hedge funds and large institutions have $50.5B invested in Workday in 2024 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 462 increasing their positions, 348 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 88

33% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 348

2% more funds holding

Funds holding: 1,0511,070 (+19)

2% less capital invested

Capital invested by funds: $51.3B → $50.5B (-$801M)

1.04% less ownership

Funds ownership: 88.98%87.94% (-1%)

14% less funds holding in top 10

Funds holding in top 10: 3631 (-5)

34% less call options, than puts

Call options by funds: $978M | Put options by funds: $1.48B

Holders
1,070
Holders Change
+19
Holders Change %
+1.81%
% of All Funds
15.41%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.45%
New
119
Increased
462
Reduced
348
Closed
88
Calls
$978M
Puts
$1.48B
Net Calls
-$502M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
LG
626
LaFleur & Godfrey
Michigan
$796K -$595K -2,089 -42%
MYIA
627
Mount Yale Investment Advisors
Colorado
$794K +$1.14K +4 +0.1%
CBA
628
Coastal Bridge Advisors
Connecticut
$790K
ADIM
629
Alpha DNA Investment Management
Maryland
$785K +$819K +2,877 New
APC
630
Aspire Private Capital
North Carolina
$782K +$105K +369 +15%
SIC
631
SFE Investment Counsel
California
$775K -$17.1K -60 -2%
QWM
632
Quadcap Wealth Management
Texas
$771K -$19.4K -68 -2%
AAS
633
Avantax Advisory Services
Texas
$769K -$19.9K -70 -2%
OWA
634
Outlook Wealth Advisors
Texas
$759K -$79.7K -280 -9%
HAG
635
HighPoint Advisor Group
Illinois
$752K +$13.1K +46 +2%
DILIC
636
Dai-ichi Life Insurance Company
Japan
$748K +$3.59M +12,599 +37%
RWS
637
Resolute Wealth Strategies
Mississippi
$747K
FTIS
638
First Trust Investment Solutions
Florida
$743K
EWA
639
EP Wealth Advisors
California
$736K -$86.8K -305 -10%
CB
640
Commerce Bank
Missouri
$734K +$14.2K +50 +2%
NP
641
Nilsine Partners
Colorado
$733K -$96.8K -340 -11%
PFWA
642
Paces Ferry Wealth Advisors
Georgia
$712K -$13.7K -48 -2%
YCM
643
Yousif Capital Management
Michigan
$694K +$57.2K +201 +9%
1CP
644
17 Capital Partners
Arizona
$693K
WCA
645
Westover Capital Advisors
Delaware
$690K -$39.9K -140 -5%
FTDI
646
First Trust Direct Indexing
Massachusetts
$684K +$95.7K +336 +15%
BMCM
647
Bryn Mawr Capital Management
Pennsylvania
$679K -$46.1K -162 -6%
CF
648
Copperwynd Financial
Arizona
$676K +$59.8K +210 +9%
WF
649
Welch & Forbes
Massachusetts
$673K +$2.85K +10 +0.4%
DIM
650
DC Investments Management
Virginia
$671K

WDAY Hedge Fund Activity: Q1 2024 in Review

1,070 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q1 2024, worth a combined $50.5B — down 1.6% from $51.3B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new WDAY positions and 88 closed out — a net gain of 31 holders — while 462 added to existing stakes and 348 trimmed.

The largest buyer was Brown Advisory, adding an estimated $394M. The largest seller was Janus Henderson Group, cutting an estimated $580M.

  • 1,070 institutional investors held Workday (WDAY) as of Q1 2024, up from 1,051 in Q4 2023.
  • Funds reported $50.5B of Workday stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 119 funds opened new Workday positions in Q1 2024 and 88 closed out, a net change of +31 holders.
  • The largest Workday buyer in Q1 2024 was Brown Advisory, an estimated $394M added.
  • The largest Workday seller in Q1 2024 was Janus Henderson Group, an estimated $580M sold.

Based on aggregated 13F filings for Q1 2024.