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Workday

394 hedge funds and large institutions have $15B invested in Workday in 2017 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 93

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

49% more call options, than puts

Call options by funds: $301M | Put options by funds: $202M

8% more funds holding

Funds holding: 365394 (+29)

2.3% more ownership

Funds ownership: 105.1%107.4% (+2.3%)

1% more capital invested

Capital invested by funds: $14.8B → $15B (+$147M)

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
394
Holders Change
+29
Holders Change %
+7.95%
% of All Funds
8.94%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.23%
New
83
Increased
159
Reduced
93
Closed
52
Calls
$301M
Puts
$202M
Net Calls
+$99.5M
Net Calls Change
-$608K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.47B +$733M +6,866,749 +39%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.48B +$172M +1,606,498 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.18B +$58.6M +549,191 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$940M -$233M -2,177,525 -19%
Jennison Associates
5
Jennison Associates
New York
$753M -$28.7M -268,475 -4%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$721M -$32M -299,925 -4%
BlackRock
7
BlackRock
New York
$683M +$30.9M +289,544 +5%
Morgan Stanley
8
Morgan Stanley
New York
$573M -$194M -1,814,090 -24%
Sands Capital Management
9
Sands Capital Management
Virginia
$537M -$11.9M -111,075 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$371M +$75.8M +710,342 +24%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$310M +$238M +2,231,255 +272%
Capital World Investors
12
Capital World Investors
California
$255M +$19.8M +185,000 +8%
State Street
13
State Street
Massachusetts
$248M +$12.3M +115,464 +5%
Goldman Sachs
14
Goldman Sachs
New York
$215M +$28.8M +269,792 +15%
Allianz Asset Management
15
Allianz Asset Management
Germany
$138M +$11.2M +105,093 +8%
Bank of America
16
Bank of America
North Carolina
$125M +$32.8M +307,401 +33%
Invesco
17
Invesco
Georgia
$122M +$121M +1,129,118 +1,565%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$115M +$7.44M +69,700 +7%
Franklin Resources
19
Franklin Resources
California
$114M +$13.3M +124,330 +12%
William Blair & Company
20
William Blair & Company
Illinois
$113M +$16.2M +151,690 +16%
MCMC
21
Matrix Capital Management Company
New Hampshire
$110M -$163M -1,526,222 -58%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$109M +$4.47M +41,893 +4%
Federated Hermes
23
Federated Hermes
Pennsylvania
$108M -$11.3M -105,911 -9%
Artisan Partners
24
Artisan Partners
Wisconsin
$100M -$11.7M -109,777 -10%
Northern Trust
25
Northern Trust
Illinois
$91.7M +$5.27M +49,396 +6%

WDAY Hedge Fund Activity: Q4 2017 in Review

394 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q4 2017, worth a combined $15B — up 0.99% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new WDAY positions and 52 closed out — a net gain of 31 holders — while 159 added to existing stakes and 93 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $733M. The largest seller was Wellington Management Group, cutting an estimated $233M.

  • 394 institutional investors held Workday (WDAY) as of Q4 2017, up from 365 in Q3 2017.
  • Funds reported $15B of Workday stock for Q4 2017, up 0.99% quarter-over-quarter.
  • 83 funds opened new Workday positions in Q4 2017 and 52 closed out, a net change of +31 holders.
  • The largest Workday buyer in Q4 2017 was T. Rowe Price Associates, an estimated $733M added.
  • The largest Workday seller in Q4 2017 was Wellington Management Group, an estimated $233M sold.

Based on aggregated 13F filings for Q4 2017.