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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
BAAM
751
Baker Avenue Asset Management
California
$123K -$1.4K -7 -1%
AA
752
Alta Advisers
United Kingdom
$113K
QCG
753
Quadrant Capital Group
Ohio
$112K -$1.2K -6 -1%
MIFH
754
Migdal Insurance & Financial Holdings
Israel
$107K -$142K -707 -60%
HWM
755
HighMark Wealth Management
Minnesota
$104K
QC
756
Quent Capital
New York
$97.4K
FHA
757
First Horizon Advisors
Tennessee
$90.8K -$41.5K -207 -34%
IGWM
758
ICA Group Wealth Management
Colorado
$85.8K +$65.1K +325 +591%
EDRH
759
Edmond de Rothschild Holding
Switzerland
$85.8K -$13.2K -66 -15%
LC
760
Lindbrook Capital
California
$81.8K -$7.21K -36 -9%
KFP
761
KB Financial Partners
New Jersey
$78K -$21.6K -108 -24%
VC
762
Vestor Capital
Illinois
$77K +$68.5K +342 New
WTA
763
Washington Trust Advisors
Massachusetts
$75.4K -$34.3K -171 -34%
AWM
764
Atticus Wealth Management
Florida
$71.4K +$39.3K +196 +163%
First Manhattan
765
First Manhattan
New York
$70.3K +$26.2K +131 +73%
CAL
766
Capital Analysts LLC
Pennsylvania
$69K -$2.4K -12 -4%
LS
767
Livforsakringsbolaget Skandia
Sweden
$68.2K
GWM
768
Geneos Wealth Management
Colorado
$67.1K -$8.61K -43 -13%
PTC
769
Private Trust Company
Ohio
$66.2K +$5.21K +26 +10%
SIA
770
SkyView Investment Advisors
New Jersey
$66K +$14.4K +72 New
RTC
771
Riverview Trust Company
Washington
$65.5K
BHWM
772
Bay Harbor Wealth Management
Maryland
$64.6K -$4.21K -21 -7%
CLOS
773
Compagnie Lombard Odier SCmA
Switzerland
$63.5K
FP
774
Financial Perspectives
Minnesota
$62.6K
HI
775
Harbour Investments
Wisconsin
$62.1K -$39.9K -199 -42%

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.