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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
JFA
851
JNBA Financial Advisors
Minnesota
$7.91K
BFEC
852
Benjamin F. Edwards & Company
Missouri
$7K
JWA
853
JFS Wealth Advisors
Pennsylvania
$6.33K
GI
854
Gradient Investments
Minnesota
$6.33K +$4.41K +22 +367%
PP
855
PFS Partners
New Jersey
$6.1K +$5.41K +27 New
TWM
856
Tradition Wealth Management
Minnesota
$6K +$1.2K +6 +27%
RFG
857
RFP Financial Group
Georgia
$5.87K
AA
858
Ancora Advisors
Ohio
$5.71K +$1K +5 +25%
TCPG
859
Trivant Custom Portfolio Group
California
$5.65K
DCM
860
Davidson Capital Management
Texas
$5.2K
BCMLT
861
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.74K
JMF
862
Johnson Midwest Financial
Iowa
$4.74K
CYG
863
Clean Yield Group
Vermont
$4.07K
FA
864
Fiduciary Alliance
South Carolina
$4.07K +$3.61K +18 New
TFGT
865
TS Financial Group (TSFG)
Illinois
$3K +$2.8K +14 New
FPF
866
First Pacific Financial
Washington
$2.71K +$2.4K +12 New
1832 Asset Management
867
1832 Asset Management
Ontario, Canada
$2.71K -$36.6M -182,755 -100%
PO
868
Private Ocean
California
$2.48K
RA
869
Rise Advisors
New York
$2.26K
UFF
870
USA Financial Formulas
Michigan
$2.26K
CTWM
871
Cherry Tree Wealth Management
Minnesota
$2.26K +$2K +10 New
CWA
872
Clearview Wealth Advisors
Oregon
$2.26K +$2K +10 New
LF
873
Lee Financial
Texas
$2.03K
AF
874
Advisornet Financial
Minnesota
$2.03K -$11.2K -56 -86%
SWA
875
Sutton Wealth Advisors
Florida
$2.03K

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.