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Workday

898 hedge funds and large institutions have $41B invested in Workday in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 339 increasing their positions, 290 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 90

17% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 290

9% more capital invested

Capital invested by funds: $37.5B → $41B (+$3.49B)

3% more funds holding

Funds holding: 869898 (+29)

0.59% less ownership

Funds ownership: 89.11%88.52% (-0.59%)

12% less funds holding in top 10

Funds holding in top 10: 4237 (-5)

19% less call options, than puts

Call options by funds: $580M | Put options by funds: $718M

Holders
898
Holders Change
+29
Holders Change %
+3.34%
% of All Funds
14.1%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
0.58%
New
127
Increased
339
Reduced
290
Closed
90
Calls
$580M
Puts
$718M
Net Calls
-$138M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.11B +$61.7M +308,240 +2%
BlackRock
2
BlackRock
New York
$2.78B -$14.6M -72,880 -0.6%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1.84B -$140M -699,554 -8%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$1.62B -$30.2M -150,597 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.16B -$164M -816,790 -14%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.1B +$81.2M +405,483 +9%
State Street
7
State Street
Massachusetts
$970M +$4.59M +22,929 +0.5%
SGA
8
Sustainable Growth Advisers
Connecticut
$937M +$67.2M +335,595 +9%
Norges Bank
9
Norges Bank
Norway
$918M +$43.2M +215,795 +6%
Polen Capital Management
10
Polen Capital Management
Florida
$875M +$776M +3,871,968 New
Wellington Management Group
11
Wellington Management Group
Massachusetts
$849M -$11.7M -58,243 -2%
Viking Global Investors
12
Viking Global Investors
Connecticut
$686M +$480M +2,396,172 +373%
Franklin Resources
13
Franklin Resources
California
$665M +$16.6M +83,054 +3%
LPC
14
Lone Pine Capital
Connecticut
$583M -$338M -1,687,141 -40%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$547M -$181M -902,112 -27%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$536M +$22.7M +113,082 +5%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$534M -$13M -64,932 -3%
Bank of America
18
Bank of America
North Carolina
$493M -$49.9M -249,361 -10%
ClearBridge Investments
19
ClearBridge Investments
New York
$491M -$11.5M -57,210 -3%
BCM
20
Bares Capital Management
Texas
$476M -$24.3M -121,223 -5%
Harris Associates
21
Harris Associates
Illinois
$468M -$178M -886,950 -30%
Tiger Global Management
22
Tiger Global Management
New York
$452M -$104M -518,131 -21%
Goldman Sachs
23
Goldman Sachs
New York
$443M +$69.1M +345,074 +21%
N
24
Nuveen
North Carolina
$423M +$19.7M +98,206 +6%
Morgan Stanley
25
Morgan Stanley
New York
$419M +$48.7M +243,185 +15%

WDAY Hedge Fund Activity: Q2 2023 in Review

898 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q2 2023, worth a combined $41B — up 9.3% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new WDAY positions and 90 closed out — a net gain of 37 holders — while 339 added to existing stakes and 290 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $776M. The largest seller was Lone Pine Capital, cutting an estimated $338M.

  • 898 institutional investors held Workday (WDAY) as of Q2 2023, up from 869 in Q1 2023.
  • Funds reported $41B of Workday stock for Q2 2023, up 9.3% quarter-over-quarter.
  • 127 funds opened new Workday positions in Q2 2023 and 90 closed out, a net change of +37 holders.
  • The largest Workday buyer in Q2 2023 was Polen Capital Management, an estimated $776M added.
  • The largest Workday seller in Q2 2023 was Lone Pine Capital, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2023.