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Workday

937 hedge funds and large institutions have $39.7B invested in Workday in 2023 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 373 increasing their positions, 305 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 70

22% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 305

4% more funds holding

Funds holding: 898937 (+39)

0.75% more ownership

Funds ownership: 88.52%89.27% (+0.75%)

3% less capital invested

Capital invested by funds: $41B → $39.7B (-$1.28B)

24% less funds holding in top 10

Funds holding in top 10: 3728 (-9)

31% less call options, than puts

Call options by funds: $681M | Put options by funds: $985M

Holders
937
Holders Change
+39
Holders Change %
+4.34%
% of All Funds
14.87%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.44%
New
120
Increased
373
Reduced
305
Closed
70
Calls
$681M
Puts
$985M
Net Calls
-$303M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
351
IEQ Capital
California
$3M +$237K +1,020 +8%
CAN
352
Cetera Advisor Networks
California
$2.97M +$342K +1,473 +12%
GIM
353
Grassi Investment Management
California
$2.96M -$620K -2,675 -16%
HF
354
HRT Financial
New York
$2.89M +$1.92M +8,296 +161%
Verition Fund Management
355
Verition Fund Management
Connecticut
$2.88M +$974K +4,201 +46%
Principal Financial Group
356
Principal Financial Group
Iowa
$2.83M -$382K -1,648 -11%
EI
357
Ethic Inc
New York
$2.81M +$1.07M +4,627 +55%
Wealthfront Advisers
358
Wealthfront Advisers
California
$2.8M +$1.09M +4,712 +56%
DACG
359
Donor Advised Charitable Giving
California
$2.79M
WG
360
Winton Group
United Kingdom
$2.78M +$3M +12,948 New
FA
361
FDx Advisors
Illinois
$2.73M +$1.46M +6,283 +98%
PWG
362
Portside Wealth Group
Utah
$2.72M +$50.8K +219 +2%
KAS
363
Kestra Advisory Services
Texas
$2.71M +$378K +1,631 +15%
MCP
364
Mirador Capital Partners
California
$2.69M -$279K -1,202 -9%
HFA
365
Harbert Fund Advisors
Alabama
$2.69M -$580K -2,500 -17%
MIM
366
MetLife Investment Management
New Jersey
$2.61M +$1.39K +6 +0%
YC
367
Yarbrough Capital
Tennessee
$2.6M
IIM
368
INTECH Investment Management
Florida
$2.59M -$143K -618 -5%
KCM
369
Kornitzer Capital Management
Kansas
$2.58M
H
370
HoyleCohen
California
$2.54M +$52.2K +225 +2%
BMSSC
371
B. Metzler seel. Sohn & Co
Germany
$2.53M +$596K +2,569 +28%
PI
372
Putnam Investments
Massachusetts
$2.52M -$944K -4,071 -26%
ZB
373
Zions Bancorporation
Utah
$2.5M +$245K +1,056 +10%
BCA
374
Bray Capital Advisors
Florida
$2.45M -$30.1K -130 -1%
IPAM
375
ICICI Prudential Asset Management
India
$2.44M -$4.84M -20,859 -65%