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Workday

800 hedge funds and large institutions have $43.4B invested in Workday in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 346 increasing their positions, 219 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 219

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

30% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 71

5% more capital invested

Capital invested by funds: $41.3B → $43.4B (+$2.11B)

1% more funds holding

Funds holding: 790800 (+10)

0.45% more ownership

Funds ownership: 91.75%92.2% (+0.45%)

22% less call options, than puts

Call options by funds: $1.99B | Put options by funds: $2.55B

Holders
800
Holders Change
+10
Holders Change %
+1.27%
% of All Funds
14.01%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.46%
New
92
Increased
346
Reduced
219
Closed
71
Calls
$1.99B
Puts
$2.55B
Net Calls
-$559M
Net Calls Change
-$356M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
676
Prentice Wealth Management
New York
$103K
PCH
677
Polar Capital Holdings
United Kingdom
$103K +$41.1M +166,095 +68%
LWM
678
Liberty Wealth Management
California
$102K +$64.9K +262 +228%
TFO
679
Tarbox Family Office
California
$101K
FRA
680
Front Row Advisors
California
$99K
RFA
681
Reilly Financial Advisors
California
$97K +$79.2K +320 +457%
CAL
682
Capital Analysts LLC
Pennsylvania
$96K
FF
683
FourThought Financial
Florida
$84K
Fifth Third Bancorp
684
Fifth Third Bancorp
Ohio
$77K +$28.2K +114 +59%
CWC
685
Carolinas Wealth Consulting
North Carolina
$75K +$13.1K +53 +22%
BDWM
686
Brewin Dolphin Wealth Management
Ireland
$75K
LWA
687
Lenox Wealth Advisors
New York
$72K
FP
688
Financial Perspectives
Minnesota
$69.2K
HWA
689
HHM Wealth Advisors
Tennessee
$68K -$8.67K -35 -11%
IA
690
IFP Advisors
Florida
$68K +$743 +3 +1%
LAS
691
Lloyd Advisory Services
Georgia
$67K +$26.2K +106 +66%
ED
692
Exane Derivatives
France
$66.2K -$11.9K -48 -15%
VC
693
Vestor Capital
Illinois
$65K
AF
694
Allworth Financial
California
$61K +$14.6K +59 +32%
MAM
695
Meeder Asset Management
Ohio
$59K +$33.2K +134 +129%
KTC
696
Kistler-Tiffany Companies
Pennsylvania
$55K +$248 +1 +0.5%
SSB
697
Sandy Spring Bank
Maryland
$53K -$21.8K -88 -29%
IRAG
698
Investment Research & Advisory Group
Georgia
$53K
PMFA
699
Plante Moran Financial Advisors
Michigan
$53K
WIM
700
Westside Investment Management
California
$51.1K -$79.2K -320 -26%

WDAY Hedge Fund Activity: Q3 2021 in Review

800 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q3 2021, worth a combined $43.4B — up 5.1% from $41.3B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new WDAY positions and 71 closed out — a net gain of 21 holders — while 346 added to existing stakes and 219 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $468M. The largest seller was Sands Capital Management, cutting an estimated $751M.

  • 800 institutional investors held Workday (WDAY) as of Q3 2021, up from 790 in Q2 2021.
  • Funds reported $43.4B of Workday stock for Q3 2021, up 5.1% quarter-over-quarter.
  • 92 funds opened new Workday positions in Q3 2021 and 71 closed out, a net change of +21 holders.
  • The largest Workday buyer in Q3 2021 was Wellington Management Group, an estimated $468M added.
  • The largest Workday seller in Q3 2021 was Sands Capital Management, an estimated $751M sold.

Based on aggregated 13F filings for Q3 2021.