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Workday

312 hedge funds and large institutions have $11.4B invested in Workday in 2017 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 102 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

28% more capital invested

Capital invested by funds: $8.84B → $11.4B (+$2.51B)

7% more funds holding

Funds holding: 292312 (+20)

2.23% more ownership

Funds ownership: 106.87%109.1% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 104

25% less call options, than puts

Call options by funds: $91.6M | Put options by funds: $121M

Holders
312
Holders Change
+20
Holders Change %
+6.85%
% of All Funds
7.77%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
61
Increased
102
Reduced
104
Closed
32
Calls
$91.6M
Puts
$121M
Net Calls
-$29.9M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.27B -$59.7M -719,167 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.11B +$137M +1,651,951 +14%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.02B +$58M +698,523 +6%
Morgan Stanley
4
Morgan Stanley
New York
$992M +$276M +3,319,329 +39%
Vanguard Group
5
Vanguard Group
Pennsylvania
$827M +$49.3M +593,839 +6%
Jennison Associates
6
Jennison Associates
New York
$681M -$27.5M -331,813 -4%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$656M +$1.53M +18,438 +0.2%
BlackRock
8
BlackRock
New York
$487M +$477M +5,744,051 +5,615%
Sands Capital Management
9
Sands Capital Management
Virginia
$473M +$407K +4,900 +0.1%
JP Morgan Chase
10
JP Morgan Chase
New York
$269M -$49.9M -601,179 -16%
TCM
11
Tybourne Capital Management
Hong Kong
$239M -$25.4M -305,886 -10%
MCMC
12
Matrix Capital Management Company
New Hampshire
$217M -$208M -2,501,078 -49%
CCM
13
Criterion Capital Management
California
$198M +$12.4M +149,357 +7%
Capital World Investors
14
Capital World Investors
California
$194M +$174M +2,096,000 +916%
State Street
15
State Street
Massachusetts
$191M +$18.2M +219,326 +11%
Goldman Sachs
16
Goldman Sachs
New York
$136M +$35.5M +428,154 +35%
Artisan Partners
17
Artisan Partners
Wisconsin
$121M -$130M -1,567,399 -52%
Federated Hermes
18
Federated Hermes
Pennsylvania
$107M +$29.8M +358,700 +39%
JHIU
19
Janus Henderson Investors US
Colorado
$78.4M -$16.8M -202,783 -18%
William Blair & Company
20
William Blair & Company
Illinois
$76.1M +$2.71M +32,701 +4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$69.5M +$3.62M +43,563 +6%
CIP
22
Champlain Investment Partners
Vermont
$67M +$9.47M +114,030 +17%
Northern Trust
23
Northern Trust
Illinois
$65.8M +$1.79M +21,561 +3%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64.8M +$2.79M +33,618 +5%
Franklin Resources
25
Franklin Resources
California
$64M -$249K -3,003 -0.4%

WDAY Hedge Fund Activity: Q1 2017 in Review

312 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q1 2017, worth a combined $11.4B — up 28% from $8.84B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new WDAY positions and 32 closed out — a net gain of 29 holders — while 102 added to existing stakes and 104 trimmed.

The largest buyer was BlackRock, adding an estimated $477M. The largest seller was Matrix Capital Management Company, cutting an estimated $208M.

  • 312 institutional investors held Workday (WDAY) as of Q1 2017, up from 292 in Q4 2016.
  • Funds reported $11.4B of Workday stock for Q1 2017, up 28% quarter-over-quarter.
  • 61 funds opened new Workday positions in Q1 2017 and 32 closed out, a net change of +29 holders.
  • The largest Workday buyer in Q1 2017 was BlackRock, an estimated $477M added.
  • The largest Workday seller in Q1 2017 was Matrix Capital Management Company, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2017.