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Workday

307 hedge funds and large institutions have $8.18B invested in Workday in 2014 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

38% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 87

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

5% more funds holding

Funds holding: 292307 (+15)

1.02% more ownership

Funds ownership: 100.68%101.7% (+1%)

3% more call options, than puts

Call options by funds: $190M | Put options by funds: $184M

3% more capital invested

Capital invested by funds: $7.92B → $8.18B (+$258M)

Holders
307
Holders Change
+15
Holders Change %
+5.14%
% of All Funds
8.19%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
50
Increased
120
Reduced
87
Closed
30
Calls
$190M
Puts
$184M
Net Calls
+$6.01M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
76
Thornburg Investment Management
New Mexico
$14.2M +$4.04M +46,832 +37%
Bank of America
77
Bank of America
North Carolina
$13.9M +$9.94M +115,053 +209%
CS
78
Credit Suisse
Switzerland
$13.3M -$941K -10,901 -6%
BlackRock
79
BlackRock
New York
$12.7M +$9.45M +109,434 +235%
TD Asset Management
80
TD Asset Management
Ontario, Canada
$11.8M +$10.1M +117,000 +421%
IG
81
Ithaka Group
Virginia
$11.6M -$1.16M -13,484 -9%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$11M +$44.2K +512 +0.4%
VFA
83
Virtus Fund Advisers
Connecticut
$10.9M +$698K +8,082 +6%
MTB
84
Mizuho Trust & Banking
Japan
$9.81M +$160K +1,847 +2%
BJ
85
BlackRock Japan
Japan
$9.34M +$645K +7,473 +7%
JMPWA
86
JP Morgan Private Wealth Advisors
California
$9.32M +$1.4M +16,167 +16%
AO
87
Allen Operations
New York
$9.14M
NFA
88
Nationwide Fund Advisors
Ohio
$8.49M -$181K -2,100 -2%
CGT
89
Capital Guardian Trust
California
$8.37M -$25.9K -300 -0.3%
CPIM
90
Columbia Partners Investment Management
Virginia
$8.31M -$1.77M -20,478 -17%
FCM
91
Firsthand Capital Management
California
$8.16M +$8.64M +100,000 New
AllianceBernstein
92
AllianceBernstein
Tennessee
$8.14M +$2.57M +29,731 +42%
Charles Schwab
93
Charles Schwab
California
$8.09M +$582K +6,733 +7%
California Public Employees Retirement System
94
California Public Employees Retirement System
California
$7.97M -$4.78M -55,321 -36%
KBC Group
95
KBC Group
Belgium
$7.95M +$4.98M +57,645 +145%
BAMCO Inc
96
BAMCO Inc
New York
$7.49M +$483K +5,594 +6%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$7.27M -$12.3M -142,830 -62%
Swiss National Bank
98
Swiss National Bank
Switzerland
$7.2M +$25.9K +300 +0.3%
QIM
99
Quest Investment Management
Oregon
$6.86M -$1.03M -11,937 -12%
CCM
100
Chautauqua Capital Management
Colorado
$6.8M +$2.78M +32,230 +63%

WDAY Hedge Fund Activity: Q4 2014 in Review

307 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q4 2014, worth a combined $8.18B — up 3.3% from $7.92B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new WDAY positions and 30 closed out — a net gain of 20 holders — while 120 added to existing stakes and 87 trimmed.

The largest buyer was Artisan Partners, adding an estimated $137M. The largest seller was Allen Investment Management, cutting an estimated $278M.

  • 307 institutional investors held Workday (WDAY) as of Q4 2014, up from 292 in Q3 2014.
  • Funds reported $8.18B of Workday stock for Q4 2014, up 3.3% quarter-over-quarter.
  • 50 funds opened new Workday positions in Q4 2014 and 30 closed out, a net change of +20 holders.
  • The largest Workday buyer in Q4 2014 was Artisan Partners, an estimated $137M added.
  • The largest Workday seller in Q4 2014 was Allen Investment Management, an estimated $278M sold.

Based on aggregated 13F filings for Q4 2014.