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Workday

436 hedge funds and large institutions have $19B invested in Workday in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 128 increasing their positions, 139 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

76% more call options, than puts

Call options by funds: $395M | Put options by funds: $225M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

27% more capital invested

Capital invested by funds: $15B → $19B (+$4.04B)

11% more funds holding

Funds holding: 394436 (+42)

1.8% more ownership

Funds ownership: 107.4%109.2% (+1.8%)

8% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 139

Holders
436
Holders Change
+42
Holders Change %
+10.66%
% of All Funds
9.99%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.32%
New
90
Increased
128
Reduced
139
Closed
46
Calls
$395M
Puts
$225M
Net Calls
+$171M
Net Calls Change
+$71.2M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.86B -$213M -1,740,047 -7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.23B +$362M +2,957,284 +20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.48B +$13.4M +109,893 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.11B -$61.2M -500,118 -5%
BlackRock
5
BlackRock
New York
$967M +$109M +892,013 +13%
Jennison Associates
6
Jennison Associates
New York
$957M +$16M +130,973 +2%
Morgan Stanley
7
Morgan Stanley
New York
$926M +$202M +1,654,200 +29%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$877M -$23.5M -192,170 -3%
Sands Capital Management
9
Sands Capital Management
Virginia
$631M -$38.5M -314,395 -6%
Capital World Investors
10
Capital World Investors
California
$442M +$119M +969,313 +39%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$393M +$4.86M +39,749 +1%
JP Morgan Chase
12
JP Morgan Chase
New York
$382M -$78.5M -641,288 -18%
State Street
13
State Street
Massachusetts
$309M -$1.31M -10,738 -0.4%
Goldman Sachs
14
Goldman Sachs
New York
$259M -$8.89M -72,697 -3%
Bank of America
15
Bank of America
North Carolina
$184M +$26.4M +215,828 +18%
Franklin Resources
16
Franklin Resources
California
$171M +$27M +220,640 +20%
Federated Hermes
17
Federated Hermes
Pennsylvania
$165M +$29M +236,811 +22%
Invesco
18
Invesco
Georgia
$152M -$411K -3,361 -0.3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$142M +$6.71M +54,878 +5%
Allianz Asset Management
20
Allianz Asset Management
Germany
$139M -$32.7M -267,670 -20%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$137M -$6.2M -50,700 -4%
MCMC
22
Matrix Capital Management Company
New Hampshire
$127M -$10.2M -83,100 -8%
William Blair & Company
23
William Blair & Company
Illinois
$126M -$14.8M -120,758 -11%
Artisan Partners
24
Artisan Partners
Wisconsin
$116M -$9.19M -75,128 -8%
Northern Trust
25
Northern Trust
Illinois
$114M -$69.1K -565 -0.1%

WDAY Hedge Fund Activity: Q1 2018 in Review

436 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q1 2018, worth a combined $19B — up 27% from $15B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WDAY positions and 46 closed out — a net gain of 44 holders — while 128 added to existing stakes and 139 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $362M. The largest seller was T. Rowe Price Associates, cutting an estimated $213M.

  • 436 institutional investors held Workday (WDAY) as of Q1 2018, up from 394 in Q4 2017.
  • Funds reported $19B of Workday stock for Q1 2018, up 27% quarter-over-quarter.
  • 90 funds opened new Workday positions in Q1 2018 and 46 closed out, a net change of +44 holders.
  • The largest Workday buyer in Q1 2018 was Fidelity Investments, an estimated $362M added.
  • The largest Workday seller in Q1 2018 was T. Rowe Price Associates, an estimated $213M sold.

Based on aggregated 13F filings for Q1 2018.