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Workday
WDAY

805 hedge funds and large institutions have $29.9B invested in Workday in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 267 increasing their positions, 305 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 93

28% more call options, than puts

Call options by funds: $1.28B | Put options by funds: $998M

6% more capital invested

Capital invested by funds: $28.3B → $29.9B (+$1.58B)

3% more funds holding

Funds holding: 785 → 805 (+20)

0% more funds holding in top 10

Funds holding in top 10: 41 → 41 (0)

4.24% less ownership

Funds ownership: 92.82% → 88.58% (-4.2%)

12% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 305

Holders
805
Holders Change
+20
Holders Change %
+2.55%
% of All Funds
12.94%
Holding in Top 10
41
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
125
Increased
267
Reduced
305
Closed
93
Calls
$1.28B
Puts
$998M
Net Calls
+$281M
Net Calls Change
+$265M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$149M
2
Invesco
Invesco
Georgia
+$128M
3
Harris Associates
Harris Associates
Illinois
+$117M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$114M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$111M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.65B
2
SCM
Steadfast Capital Management
New York
-$197M
3
SGM
Skye Global Management
Florida
-$172M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$162M
5
ClearBridge Investments
ClearBridge Investments
New York
-$122M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
776
BerganKDV Wealth Management
Minnesota
$2.51K +$312 +2 +15%
RBC
777
Romano Brothers & Co
Illinois
$2.51K +$2.34K +15 New
FWM
778
Focused Wealth Management
New York
$2.34K +$1.56K +10 +250%
AF
779
Advisornet Financial
Minnesota
$2.17K -$23.6K -151 -92%
PO
780
Private Ocean
California
$2.01K +$1.87K +12 New
BWM
781
Baystate Wealth Management
Massachusetts
$2K – – –
Jones Financial Companies
782
Jones Financial Companies
Missouri
$2K +$1.4K +9 New
CP
783
Castleview Partners
Texas
$1.67K – – –
RA
784
Rise Advisors
New York
$1.67K – – –
CWC
785
Carolinas Wealth Consulting
North Carolina
$1.51K +$1.4K +9 New
GI
786
Gradient Investments
Minnesota
$1.34K +$312 +2 +33%
BWL
787
Bogart Wealth LLC
Virginia
$1.34K +$1.25K +8 New
HWA
788
HHM Wealth Advisors
Tennessee
$1.17K -$41.2K -264 -97%
MHR
789
Matthew Hamilton Rosenberg
$1.17K – – –
MFT
790
Moisand Fitzgerald Tamayo
Florida
$1.17K – – –
RG
791
Retirement Group
California
$1K +$624 +4 +400%
SFG
792
Steward Financial Group
Texas
$1K +$1.25K +8 New
HCP
793
Hexagon Capital Partners
Arkansas
$837 – – –
SC
794
Schubert & Co
Texas
$837 +$468 +3 +150%
DI
795
Disciplined Investments
Oklahoma
$669 – – –
FFC
796
First Financial Corp
Indiana
$669 – – –
KFI
797
Key Financial Inc
Pennsylvania
$609 – – –
AA
798
Addison Advisors
Vermont
$502 -$780 -5 -63%
NMG
799
New Millennium Group
Utah
$502 – – –
MYAM
800
Meiji Yasuda Asset Management
Japan
$360 +$20.3K +130 +6%
30 31
32
33 34

WDAY Hedge Fund Activity: Q4 2022 in Review

805 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q4 2022, worth a combined $29.9B — up 5.6% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new WDAY positions and 93 closed out — a net gain of 32 holders — while 267 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $149M. The largest seller was Janus Henderson Group, cutting an estimated $1.65B.

  • 805 institutional investors held Workday (WDAY) as of Q4 2022, up from 785 in Q3 2022.
  • Funds reported $29.9B of Workday stock for Q4 2022, up 5.6% quarter-over-quarter.
  • 125 funds opened new Workday positions in Q4 2022 and 93 closed out, a net change of +32 holders.
  • The largest Workday buyer in Q4 2022 was Citadel Advisors, an estimated $149M added.
  • The largest Workday seller in Q4 2022 was Janus Henderson Group, an estimated $1.65B sold.

Based on aggregated 13F filings for Q4 2022.