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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
EARNEST Partners
651
EARNEST Partners
Georgia
$16K
RFA
652
Reilly Financial Advisors
California
$15K
NNP
653
Nachman Norwood & Parrott
South Carolina
$15K +$13.5K +68 New
EWM
654
Edge Wealth Management
New York
$14K
AAP
655
Arax Advisory Partners
Colorado
$13K
GWS
656
Glassman Wealth Services
Virginia
$13K +$3.56K +18 +44%
HFM
657
Harvest Fund Management
China
$13K +$11.7K +59 New
ST
658
Smithfield Trust
Pennsylvania
$12K -$7.12K -36 -40%
NL
659
NVWM LLC
Pennsylvania
$12K
AWA
660
Arkadios Wealth Advisors
Georgia
$11.5K
AA
661
Ancora Advisors
Ohio
$11K
HI
662
Hudock Inc
Pennsylvania
$11K
TFA
663
Toth Financial Advisory
Virginia
$11K
TFGT
664
TS Financial Group (TSFG)
Illinois
$11K
PWMG
665
Prestige Wealth Management Group
New Jersey
$11K +$1.19K +6 +13%
AA
666
Advisory Alpha
Michigan
$11K +$9.89K +50 New
CT
667
Caldwell Trust
Florida
$10.8K
PMFA
668
Plante Moran Financial Advisors
Michigan
$10K +$8.9K +45 New
JFA
669
JNBA Financial Advisors
Minnesota
$8K
OC
670
Oakworth Capital
Alabama
$8K
CA
671
Crewe Advisors
Utah
$7K +$6.13K +31 New
JSC
672
Jackson Square Capital
California
$6K -$1.56M -7,909 -100%
O
673
Ossiam
France
$6K -$228K -1,151 -98%
LS
674
Leelyn Smith
Illinois
$6K
EFSCE
675
Enterprise Financial Services Corp (EFSC)
Missouri
$5K

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.