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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
NSIM
701
North Star Investment Management
Illinois
$50K
CCM
702
Covington Capital Management
California
$44K +$31.4K +127 +254%
JGIA
703
Jackson Grant Investment Advisers
Connecticut
$43K
RE
704
RBC Europe
United Kingdom
$42.5K
AssetMark Inc
705
AssetMark Inc
California
$41K +$31.2K +126 +315%
SWA
706
Sutton Wealth Advisors
Florida
$40.5K
WOC
707
West Oak Capital
California
$40K
BFEC
708
Benjamin F. Edwards & Company
Missouri
$38K -$1.24K -5 -3%
HCM
709
Highlander Capital Management
New Jersey
$37K
PA
710
PSI Advisors
Florida
$37K +$37.1K +150 New
CFA
711
Carroll Financial Associates
North Carolina
$35K +$495 +2 +1%
BFC
712
Bedel Financial Consulting
Indiana
$34K
ME
713
McIlrath & Eck
Washington
$31K
LWCFA
714
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K -$13.6K -55 -32%
Cohen & Steers
715
Cohen & Steers
New York
$29K -$11.6K -47 -29%
CCA
716
Catalyst Capital Advisors
New York
$29K +$1.24K +5 +5%
TPCW
717
TD Private Client Wealth
New York
$28.5K
DFCM
718
Dark Forest Capital Management
Puerto Rico
$28K +$27.5K +111 New
CPC
719
Consolidated Planning Corp
Georgia
$27K +$26.5K +107 New
IFAM
720
Institutional & Family Asset Management
Colorado
$26K
PCG
721
Private Capital Group
Connecticut
$26K +$248 +1 +1%
AF
722
Advisornet Financial
Minnesota
$25K -$62.6K -253 -72%
PCFFS
723
Pacific Center for Financial Services
California
$25K
SN
724
Sittner & Nelson
Oregon
$25K
TH
725
TCTC Holdings
Texas
$25K

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.