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Workday

898 hedge funds and large institutions have $41B invested in Workday in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 339 increasing their positions, 290 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 90

17% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 290

9% more capital invested

Capital invested by funds: $37.5B → $41B (+$3.49B)

3% more funds holding

Funds holding: 869898 (+29)

0.59% less ownership

Funds ownership: 89.11%88.52% (-0.59%)

12% less funds holding in top 10

Funds holding in top 10: 4237 (-5)

19% less call options, than puts

Call options by funds: $580M | Put options by funds: $718M

Holders
898
Holders Change
+29
Holders Change %
+3.34%
% of All Funds
14.1%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
0.58%
New
127
Increased
339
Reduced
290
Closed
90
Calls
$580M
Puts
$718M
Net Calls
-$138M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
701
Checchi Capital Advisers
California
$236K -$401 -2 -0.2%
SAMT
702
Select Asset Management & Trust
Pennsylvania
$236K
DWM
703
Dakota Wealth Management
Florida
$236K +$209K +1,043 New
Wolverine Trading
704
Wolverine Trading
Illinois
$236K -$776K -3,876 -79%
WAP
705
Wealthcare Advisory Partners
Pennsylvania
$235K -$15.6K -78 -7%
SWM
706
Sendero Wealth Management
Texas
$233K -$7.01K -35 -3%
CMBA
707
C.M. Bidwell & Associates
Hawaii
$233K +$63.3K +316 +44%
BAM
708
Blueshift Asset Management
New Jersey
$232K +$206K +1,028 New
IAIM
709
International Assets Investment Management
Florida
$230K -$5.21K -26 -2%
CP
710
Castleview Partners
Texas
$229K +$130K +651 +179%
BAM
711
Bayshore Asset Management
Florida
$229K
FHA
712
Flagship Harbor Advisors
Massachusetts
$227K -$19.8K -99 -9%
AWP
713
Ascent Wealth Partners
New York
$226K
CWM
714
Concentric Wealth Management
California
$226K
CGA
715
Crescent Grove Advisors
Illinois
$226K
SWA
716
SOA Wealth Advisors
New York
$226K
VCM
717
Virtue Capital Management
Tennessee
$226K -$14.8K -74 -7%
TFS
718
Thoroughbred Financial Services
Tennessee
$225K -$6.41K -32 -3%
CG
719
Caprock Group
Idaho
$223K -$418K -2,086 -68%
DDPIC
720
Deroy & Devereaux Private Investment Counsel
Michigan
$222K
DWT
721
Dorsey & Whitney Trust
South Dakota
$222K +$197K +981 New
CSC
722
Caldwell Sutter Capital
California
$220K
PMG
723
ProVise Management Group
Florida
$219K
AAIS
724
ABN AMRO Investment Solutions
$217K +$193K +962 New
NWA
725
New World Advisors
Massachusetts
$217K +$192K +959 New

WDAY Hedge Fund Activity: Q2 2023 in Review

898 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q2 2023, worth a combined $41B — up 9.3% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new WDAY positions and 90 closed out — a net gain of 37 holders — while 339 added to existing stakes and 290 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $776M. The largest seller was Lone Pine Capital, cutting an estimated $338M.

  • 898 institutional investors held Workday (WDAY) as of Q2 2023, up from 869 in Q1 2023.
  • Funds reported $41B of Workday stock for Q2 2023, up 9.3% quarter-over-quarter.
  • 127 funds opened new Workday positions in Q2 2023 and 90 closed out, a net change of +37 holders.
  • The largest Workday buyer in Q2 2023 was Polen Capital Management, an estimated $776M added.
  • The largest Workday seller in Q2 2023 was Lone Pine Capital, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2023.