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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
AWA
751
Arkadios Wealth Advisors
Georgia
$8K -$10.6K -43 -57%
HFM
752
Harvest Fund Management
China
$7K -$9.63K -39 -57%
LS
753
Leelyn Smith
Illinois
$7K
AS
754
Altshuler Shaham
Israel
$7K +$6.92K +28 New
FPS
755
Fieldpoint Private Securities
Connecticut
$6K -$1.73K -7 -23%
EWM
756
Edge Wealth Management
New York
$6K
PFBT
757
Parkside Financial Bank & Trust
Missouri
$6K +$247 +1 +4%
BWP
758
Baldwin Wealth Partners
Massachusetts
$6K +$5.93K +24 New
HGWM
759
Harvest Group Wealth Management
Massachusetts
$6K +$6.18K +25 New
TWA
760
TCI Wealth Advisors
Arizona
$5K -$9.14K -37 -65%
PA
761
Perennial Advisors
New York
$5K
PFA
762
Professional Financial Advisors
Nebraska
$5K
RWB
763
RMR Wealth Builders
New Jersey
$5K +$4.94K +20 New
SIAP
764
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K +$4.94K +20 New
Nisa Investment Advisors
765
Nisa Investment Advisors
Missouri
$4.58K +$2.92M +11,800 +177%
SCA
766
Stonebridge Capital Advisors
Minnesota
$4K +$3.71K +15 New
AWM
767
Activest Wealth Management
Florida
$4K +$4.2K +17 New
VNA
768
Valley National Advisers
Pennsylvania
$4K +$4.45K +18 New
AIM
769
Anchor Investment Management
South Carolina
$3.73K
BWM
770
BerganKDV Wealth Management
Minnesota
$3K
TF
771
TimeScale Financial
Massachusetts
$3K +$2.72K +11 New
KFS
772
Kelly Financial Services
Massachusetts
$2.98K -$247 -1 -8%
BBHC
773
Brown Brothers Harriman & Co
New York
$2.9K +$172K +695 +6%
AIG
774
American International Group
New York
$2.81K -$91.4K -370 -3%
APWA
775
Atlas Private Wealth Advisors
New Jersey
$2K

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.