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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
KFS
776
Kelly Financial Services
Massachusetts
$59.9K +$4.61K +23 +10%
PFBT
777
Parkside Financial Bank & Trust
Missouri
$59.2K +$35.3K +176 +205%
FRA
778
Front Row Advisors
California
$59K +$9.21K +46 +22%
KSWA
779
Kathleen S. Wright Associates
Pennsylvania
$56.5K
CWC
780
Carolinas Wealth Consulting
North Carolina
$53K -$28.8K -144 -38%
NSIM
781
North Star Investment Management
Illinois
$50.8K
GWS
782
Glassman Wealth Services
Virginia
$48.3K +$200 +1 +0.5%
KTC
783
Kistler-Tiffany Companies
Pennsylvania
$47.9K -$20K -100 -32%
BF
784
BOK Financial
Oklahoma
$47.7K -$4.21K -21 -9%
IRAG
785
Investment Research & Advisory Group
Georgia
$47.2K
SSB
786
Sandy Spring Bank
Maryland
$45.2K
GRP
787
Global Retirement Partners
California
$44.5K -$2.4K -12 -6%
CFO
788
CVA Family Office
Colorado
$42.2K +$2.8K +14 +8%
AWM
789
AllSquare Wealth Management
New York
$39.9K
BTI
790
Blue Trust Inc
Georgia
$39K -$206K -1,029 -84%
Cohen & Steers
791
Cohen & Steers
New York
$39K
PIAS
792
PCA Investment Advisory Services
Ohio
$38.9K +$34.5K +172 New
VNA
793
Valley National Advisers
Pennsylvania
$38K +$1.4K +7 +4%
FDCC
794
Foster Dykema Cabot & Co
Massachusetts
$36K
ODG
795
O'Dell Group
Ohio
$35.5K +$31.4K +157 New
HCM
796
Highlander Capital Management
New Jersey
$34K
POIA
797
Pin Oak Investment Advisors
Texas
$34K +$30.4K +152 New
PA
798
PSI Advisors
Florida
$33.9K
NRG
799
Nemes Rush Group
Michigan
$33.9K +$30K +150 New
SVCP
800
Silicon Valley Capital Partners
California
$33.9K +$30K +150 New

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.