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Workday

441 hedge funds and large institutions have $17.9B invested in Workday in 2018 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 170 increasing their positions, 114 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $481M | Put options by funds: $281M

49% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 114

13% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 61

1% more funds holding

Funds holding: 436441 (+5)

6% less capital invested

Capital invested by funds: $19B → $17.9B (-$1.12B)

8.09% less ownership

Funds ownership: 109.2%101.11% (-8.1%)

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
441
Holders Change
+5
Holders Change %
+1.15%
% of All Funds
10.1%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.16%
New
69
Increased
170
Reduced
114
Closed
61
Calls
$481M
Puts
$281M
Net Calls
+$200M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.55B -$182M -1,420,787 -6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.02B -$108M -843,176 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.51B +$108M +844,613 +7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1B -$60.4M -471,275 -5%
BlackRock
5
BlackRock
New York
$978M +$60M +468,274 +6%
Morgan Stanley
6
Morgan Stanley
New York
$933M +$54M +421,745 +6%
Jennison Associates
7
Jennison Associates
New York
$902M -$10.6M -82,779 -1%
Sands Capital Management
8
Sands Capital Management
Virginia
$837M +$250M +1,951,415 +39%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$804M -$33.4M -260,748 -4%
Capital World Investors
10
Capital World Investors
California
$442M +$21.6M +168,346 +5%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$342M -$34.6M -270,388 -9%
State Street
12
State Street
Massachusetts
$297M +$3.01M +23,507 +1%
JP Morgan Chase
13
JP Morgan Chase
New York
$263M -$107M -834,660 -28%
Goldman Sachs
14
Goldman Sachs
New York
$183M -$68M -530,809 -26%
Bank of America
15
Bank of America
North Carolina
$170M -$5.01M -39,081 -3%
Franklin Resources
16
Franklin Resources
California
$169M +$7.13M +55,700 +4%
Invesco
17
Invesco
Georgia
$161M +$17.2M +134,677 +11%
Allianz Asset Management
18
Allianz Asset Management
Germany
$152M +$20.3M +158,730 +15%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$148M +$12.5M +97,592 +9%
Federated Hermes
20
Federated Hermes
Pennsylvania
$140M -$18.5M -144,095 -11%
CIP
21
Champlain Investment Partners
Vermont
$136M +$34.5M +269,385 +32%
Citadel Advisors
22
Citadel Advisors
Florida
$128M +$125M +973,042 +1,108%
Norges Bank
23
Norges Bank
Norway
$127M +$41.4M +323,339 +44%
MCMC
24
Matrix Capital Management Company
New Hampshire
$121M
First Trust Advisors
25
First Trust Advisors
Illinois
$120M +$38.3M +299,251 +43%

WDAY Hedge Fund Activity: Q2 2018 in Review

441 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q2 2018, worth a combined $17.9B — down 5.9% from $19B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new WDAY positions and 61 closed out — a net gain of 8 holders — while 170 added to existing stakes and 114 trimmed.

The largest buyer was Sands Capital Management, adding an estimated $250M. The largest seller was T. Rowe Price Associates, cutting an estimated $182M.

  • 441 institutional investors held Workday (WDAY) as of Q2 2018, up from 436 in Q1 2018.
  • Funds reported $17.9B of Workday stock for Q2 2018, down 5.9% quarter-over-quarter.
  • 69 funds opened new Workday positions in Q2 2018 and 61 closed out, a net change of +8 holders.
  • The largest Workday buyer in Q2 2018 was Sands Capital Management, an estimated $250M added.
  • The largest Workday seller in Q2 2018 was T. Rowe Price Associates, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2018.