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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
PPC
726
Park Place Capital
Alabama
$209K -$6.01K -30 -3%
WIM
727
Westside Investment Management
California
$208K
PVI
728
Pine Valley Investments
New Jersey
$206K +$182K +911 New
SPA
729
Sherbrooke Park Advisers
New York
$203K +$180K +900 New
YMRC
730
Yorktown Management & Research Company
Virginia
$203K +$180K +900 New
BHPW
731
Beverly Hills Private Wealth
California
$203K +$177K +882 New
STA
732
Summit Trail Advisors
New York
$203K +$180K +898 New
VFA
733
Voya Financial Advisors
Connecticut
$201K +$177K +883 New
WWC
734
Waypoint Wealth Counsel
Georgia
$200K -$43.3K -216 -20%
ST
735
Smithfield Trust
Pennsylvania
$183K
RCM
736
Raleigh Capital Management
North Carolina
$181K +$24.2K +121 +18%
DGAM
737
Desjardins Global Asset Management
Quebec, Canada
$174K +$40.7K +203 +36%
SS
738
Sunbelt Securities
Texas
$168K +$8.81K +44 +6%
ANBT
739
American National Bank & Trust
Texas
$167K
WPWM
740
Western Pacific Wealth Management
Illinois
$165K
CSPIA
741
Cary Street Partners Investment Advisory
Virginia
$164K +$73.7K +368 +103%
WWM
742
Wolff Wiese Magana
California
$149K
WT
743
Whittier Trust
California
$137K -$2.4K -12 -2%
UB
744
UMB Bank
Missouri
$134K +$1.4K +7 +1%
AAP
745
Arax Advisory Partners
Colorado
$133K +$28.8K +144 +32%
HIA
746
Harbor Investment Advisory
Maryland
$131K +$1.2K +6 +1%
CI Investments Inc
747
CI Investments Inc
Ontario, Canada
$128K +$7.21K +36 +7%
IUHSA
748
Itau Unibanco Holding S.A.
Brazil
$125K +$5.21K +26 +5%
AF
749
Allworth Financial
California
$125K -$18.6K -93 -14%
EWA
750
EverSource Wealth Advisors
Alabama
$125K -$9.01K -45 -8%

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.