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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
FHC
676
First Horizon Corporation
Tennessee
$5K +$4.75K +24 New
EI
677
Ellevest Inc
New York
$4K -$594 -3 -14%
RIM
678
Rockbridge Investment Management
New York
$4K
PFBT
679
Parkside Financial Bank & Trust
Missouri
$4K +$1.39K +7 +58%
LAS
680
Lloyd Advisory Services
Georgia
$4K +$3.36K +17 New
AIM
681
Anchor Investment Management
South Carolina
$3.23K +$2.97K +15 New
MFT
682
Moisand Fitzgerald Tamayo
Florida
$2K -$1.98K -10 -53%
APWA
683
Atlas Private Wealth Advisors
New Jersey
$2K
BWM
684
Baystate Wealth Management
Massachusetts
$2K
BFC
685
Bedel Financial Consulting
Indiana
$2K
BWM
686
BerganKDV Wealth Management
Minnesota
$2K
JWM
687
Janiczek Wealth Management
Colorado
$2K +$1.58K +8 New
NIM
688
NuWave Investment Management
New Jersey
$1K -$1.78K -9 -64%
RA
689
Rational Advisors
New York
$1K -$1.78K -9 -64%
DI
690
Disciplined Investments
Oklahoma
$1K
TWA
691
TCI Wealth Advisors
Arizona
$1K
UFF
692
USA Financial Formulas
Michigan
$1K
MCM
693
Manchester Capital Management
Vermont
$1K +$594 +3 New
APC
694
Aspire Private Capital
North Carolina
$1K +$989 +5 New
HCP
695
Hexagon Capital Partners
Arkansas
$1K +$989 +5 New
SXL
696
Summit X LLC
Missouri
$861 +$9.1K +46 New
BHB
697
Bank Hapoalim BM
Israel
$319 +$293K +1,481 New
FCA
698
FinTrust Capital Advisors
South Carolina
$11
KCM
699
Kensico Capital Management
Connecticut
-$138M -735,000 Closed
A
700
AustralianSuper
Australia
-$9.88M -52,748 Closed

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.