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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
ER
851
Enlightenment Research
Florida
-$287K -1,198 Closed
BWA
852
BDO Wealth Advisors
Florida
-$238K -992 Closed
XS
853
XR Securities
Illinois
-$242K -981 Closed
SC
854
Scotia Capital
Ontario, Canada
-$216K -901 Closed
MIH
855
Meitav Investment House
Israel
-$210K -878 Closed
MGIM
856
M&G Investment Management
United Kingdom
-$210 -873 Closed
ASN
857
Advisory Services Network
Georgia
-$130K -541 Closed
LOIM
858
Liberty One Investment Management
Illinois
-$126K -525 Closed
NR
859
Newfound Research
Massachusetts
-$110K -458 Closed
PWPS
860
Pinnacle Wealth Planning Services
Ohio
-$78K -327 Closed
MCM
861
Manchester Capital Management
Vermont
-$70K -292 Closed
PS
862
Planned Solutions
California
-$48K -200 Closed
BWM
863
Birchcreek Wealth Management
Ohio
-$29K -125 Closed
CCA
864
Childress Capital Advisors
Texas
-$30K -125 Closed
AWG
865
Altus Wealth Group
Colorado
-$26K -107 Closed
FCMT
866
Founders Capital Management (Texas)
Texas
-$21K -100 Closed
OPW
867
Oxler Private Wealth
New York
-$23K -100 Closed
ICP
868
Interchange Capital Partners
Pennsylvania
-$19K -81 Closed
TC
869
Truvestments Capital
Florida
-$13K -55 Closed
JWA
870
JFS Wealth Advisors
Pennsylvania
-$12K -51 Closed
RPWA
871
Regent Peak Wealth Advisors
Georgia
-$12K -50 Closed
TFGT
872
TS Financial Group (TSFG)
Illinois
-$12K -48 Closed
LWCFA
873
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$8K -35 Closed
RMC
874
Resources Management Corp
Connecticut
-$7K -30 Closed
TWM
875
Tradition Wealth Management
Minnesota
-$5K -20 Closed

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.