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Workday

292 hedge funds and large institutions have $8.84B invested in Workday in 2016 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $115M | Put options by funds: $106M

6% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 103

1.8% less ownership

Funds ownership: 108.67%106.87% (-1.8%)

6% less funds holding

Funds holding: 309292 (-17)

17% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 52

25% less capital invested

Capital invested by funds: $11.8B → $8.84B (-$2.96B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
292
Holders Change
-17
Holders Change %
-5.5%
% of All Funds
7.3%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.2%
New
43
Increased
97
Reduced
103
Closed
52
Calls
$115M
Puts
$106M
Net Calls
+$8.4M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.06B +$733M +9,092,726 +132%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$774M -$11.6M -144,195 -1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$767M +$35.8M +444,253 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$617M +$65.8M +816,290 +10%
Morgan Stanley
5
Morgan Stanley
New York
$567M +$78M +968,158 +13%
Jennison Associates
6
Jennison Associates
New York
$562M -$35.5M -440,402 -5%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$519M -$2.44M -30,336 -0.4%
Sands Capital Management
8
Sands Capital Management
Virginia
$375M -$8.9M -110,400 -2%
MCMC
9
Matrix Capital Management Company
New Hampshire
$338M
JP Morgan Chase
10
JP Morgan Chase
New York
$253M +$23.4M +289,845 +8%
TCM
11
Tybourne Capital Management
Hong Kong
$210M +$62.9M +780,328 +33%
BIT
12
BlackRock Institutional Trust
California
$207M +$18.7M +232,068 +8%
Artisan Partners
13
Artisan Partners
Wisconsin
$200M -$237M -2,946,083 -49%
CCM
14
Criterion Capital Management
California
$147M +$7.37M +91,481 +4%
State Street
15
State Street
Massachusetts
$137M +$2.1M +26,016 +1%
BFA
16
BlackRock Fund Advisors
California
$96.2M +$6.64M +82,412 +6%
Goldman Sachs
17
Goldman Sachs
New York
$79.8M +$2.72M +33,788 +3%
JHIU
18
Janus Henderson Investors US
Colorado
$75.8M -$37.9M -470,385 -29%
HAM
19
HHR Asset Management
New Jersey
$74.9M +$11.1M +138,210 +14%
Federated Hermes
20
Federated Hermes
Pennsylvania
$60.9M -$8.25M -102,400 -10%
William Blair & Company
21
William Blair & Company
Illinois
$58.4M -$5.15M -63,950 -7%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$55.1M +$4.19M +52,000 +9%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$52.3M +$4.97M +61,669 +8%
Franklin Resources
24
Franklin Resources
California
$51M +$2.92M +36,193 +5%
Northern Trust
25
Northern Trust
Illinois
$50.8M -$3.08M -38,204 -5%

WDAY Hedge Fund Activity: Q4 2016 in Review

292 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q4 2016, worth a combined $8.84B — down 25% from $11.8B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of WDAY and 43 opened new positions — a net loss of 9 holders — while 103 trimmed existing stakes and 97 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $733M. The largest seller was Artisan Partners, cutting an estimated $237M.

  • 292 institutional investors held Workday (WDAY) as of Q4 2016, down from 309 in Q3 2016.
  • Funds reported $8.84B of Workday stock for Q4 2016, down 25% quarter-over-quarter.
  • 43 funds opened new Workday positions in Q4 2016 and 52 closed out, a net change of -9 holders.
  • The largest Workday buyer in Q4 2016 was T. Rowe Price Associates, an estimated $733M added.
  • The largest Workday seller in Q4 2016 was Artisan Partners, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2016.