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Workday

792 hedge funds and large institutions have $42.6B invested in Workday in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 291 increasing their positions, 272 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 88

5% more capital invested

Capital invested by funds: $40.5B → $42.6B (+$2.07B)

7% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 272

1% more funds holding

Funds holding: 785792 (+7)

0.39% more ownership

Funds ownership: 92.8%93.19% (+0.39%)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

41% less call options, than puts

Call options by funds: $682M | Put options by funds: $1.16B

Holders
792
Holders Change
+7
Holders Change %
+0.89%
% of All Funds
13.91%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.4%
New
105
Increased
291
Reduced
272
Closed
88
Calls
$682M
Puts
$1.16B
Net Calls
-$475M
Net Calls Change
-$544M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
726
Ameritas Investment Company
Nebraska
$17.4K +$17.3K +70 New
RFA
727
Reilly Financial Advisors
California
$17K
LWM
728
Liberty Wealth Management
California
$16K
NFSG
729
Newbridge Financial Services Group
Florida
$15K -$20.3K -82 -58%
AWM
730
Accel Wealth Management
Iowa
$15K
GEA
731
Glen Eagle Advisors
New Jersey
$14.4K
NL
732
NVWM LLC
Pennsylvania
$14K
ST
733
Smithfield Trust
Pennsylvania
$14K
HI
734
Hudock Inc
Pennsylvania
$13K
PWMG
735
Prestige Wealth Management Group
New Jersey
$13K
EFSCE
736
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$2.47K +10 +24%
CT
737
Caldwell Trust
Florida
$12.4K
AA
738
Ancora Advisors
Ohio
$12K
TFA
739
Toth Financial Advisory
Virginia
$12K
WT
740
Washington Trust
Rhode Island
$12K +$6.92K +28 +133%
CCM
741
Covington Capital Management
California
$12K +$12.4K +50 New
TCWM
742
Total Clarity Wealth Management
Illinois
$11K +$11.1K +45 New
CWM
743
Cranbrook Wealth Management
Michigan
$10K -$7.66K -31 -44%
OC
744
Oakworth Capital
Alabama
$10K
AssetMark Inc
745
AssetMark Inc
California
$10K +$4.94K +20 +105%
FHC
746
First Horizon Corporation
Tennessee
$10K +$6.42K +26 +153%
JFA
747
JNBA Financial Advisors
Minnesota
$9K
RIM
748
Rockbridge Investment Management
New York
$9K
JWM
749
Janiczek Wealth Management
Colorado
$9K +$4.45K +18 +90%
MWP
750
Meridian Wealth Partners
Pennsylvania
$9K +$9.88K +40 New

WDAY Hedge Fund Activity: Q1 2021 in Review

792 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q1 2021, worth a combined $42.6B — up 5.1% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new WDAY positions and 88 closed out — a net gain of 17 holders — while 291 added to existing stakes and 272 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $532M. The largest seller was Morgan Stanley, cutting an estimated $455M.

  • 792 institutional investors held Workday (WDAY) as of Q1 2021, up from 785 in Q4 2020.
  • Funds reported $42.6B of Workday stock for Q1 2021, up 5.1% quarter-over-quarter.
  • 105 funds opened new Workday positions in Q1 2021 and 88 closed out, a net change of +17 holders.
  • The largest Workday buyer in Q1 2021 was Lone Pine Capital, an estimated $532M added.
  • The largest Workday seller in Q1 2021 was Morgan Stanley, an estimated $455M sold.

Based on aggregated 13F filings for Q1 2021.