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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
Creative Planning
376
Creative Planning
Kansas
$2.42M +$395K +1,705 +18%
CIC
377
Chase Investment Counsel
Virginia
$2.4M +$52.9K +228 +2%
Pacer Advisors
378
Pacer Advisors
Pennsylvania
$2.4M +$974K +4,200 +60%
EAMA
379
EFG Asset Management (Americas)
Florida
$2.39M -$308K -1,328 -11%
Baird Financial Group
380
Baird Financial Group
Wisconsin
$2.38M +$88.8K +383 +4%
Envestnet Portfolio Solutions
381
Envestnet Portfolio Solutions
Illinois
$2.35M +$2.54M +10,953 New
ERSOT
382
Employees Retirement System of Texas
Texas
$2.34M
AA
383
ALPS Advisors
Colorado
$2.31M -$262K -1,132 -10%
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$2.3M -$1.76M -7,573 -41%
SLI
385
Sumitomo Life Insurance
Japan
$2.26M +$2.07M +8,946 +562%
ETCM
386
Evolutionary Tree Capital Management
Virginia
$2.26M +$2.44M +10,530 New
MAM
387
Martingale Asset Management
Massachusetts
$2.25M +$2.43M +10,479 New
ECU
388
Eisler Capital (UK)
United Kingdom
$2.24M +$621K +2,677 +35%
PRS
389
Pinkerton Retirement Specialists
Idaho
$2.22M +$55K +237 +2%
PCM
390
Prana Capital Management
Connecticut
$2.22M +$1.64M +7,063 +216%
CC
391
Centiva Capital
New York
$2.22M +$2.39M +10,326 New
Capstone Investment Advisors
392
Capstone Investment Advisors
New York
$2.19M +$2.36M +10,176 New
WMSA
393
Weiss Multi-Strategy Advisers
New York
$2.15M -$4.12M -17,756 -64%
FCM
394
Firsthand Capital Management
California
$2.15M
WCM
395
Westerly Capital Management
California
$2.15M +$2.32M +10,000 New
CA
396
Callahan Advisors
Texas
$2.15M +$220K +950 +11%
RJFSA
397
Raymond James Financial Services Advisors
Florida
$2.12M +$236K +1,018 +11%
EAM
398
Erste Asset Management
Austria
$2.11M
BCV
399
Banque Cantonale Vaudoise
Switzerland
$2.1M +$111K +478 +5%
CAM
400
Cresset Asset Management
Illinois
$2.1M +$52.9K +228 +2%