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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
SC
401
Slow Capital
California
$2.08M +$9.97K +43 +0.4%
EOJOAM
402
E. Ohman J:or Asset Management
Sweden
$2.08M +$69.6K +300 +3%
AI
403
AXS Investments
New York
$2.08M +$1.2M +5,163 +115%
PAG
404
Private Advisor Group
New Jersey
$2.05M +$26K +112 +1%
SFI
405
Siemens Fonds Invest
Germany
$2.01M +$836K +3,604 +63%
ACP
406
Arcus Capital Partners
Georgia
$1.99M
SWS
407
SYSTM Wealth Solutions
Illinois
$1.98M +$51.2K +221 +2%
APW
408
Austin Private Wealth
Texas
$1.97M +$8.35K +36 +0.4%
Two Sigma Investments
409
Two Sigma Investments
New York
$1.96M
AWS
410
Atria Wealth Solutions
New York
$1.95M +$69.3K +299 +3%
ESCM
411
Echo Street Capital Management
New York
$1.93M +$2.08M +8,989 New
D.E. Shaw & Co
412
D.E. Shaw & Co
New York
$1.92M +$150K +648 +8%
CI
413
Capital International
California
$1.87M -$40.6K -175 -2%
DT
414
Diversified Trust
Tennessee
$1.86M -$549K -2,368 -21%
BAMF
415
BI Asset Management Fondsmaeglerselskab
Denmark
$1.85M -$4.03M -17,384 -67%
CCG
416
Cloverfields Capital Group
Minnesota
$1.84M -$14.1K -61 -0.7%
CAPTRUST Financial Advisors
417
CAPTRUST Financial Advisors
North Carolina
$1.84M +$809K +3,490 +69%
WF
418
WoodTrust Financial
Wisconsin
$1.81M
PFO
419
Pathstone Family Office
New Jersey
$1.81M +$490K +2,114 +34%
IWP
420
Icon Wealth Partners
Texas
$1.81M +$1.95M +8,416 New
OSAM
421
O'Shaughnessy Asset Management
Connecticut
$1.79M +$648K +2,795 +51%
KI
422
Kapitalo Investimentos
Brazil
$1.78M -$115K -498 -6%
CIBC World Market
423
CIBC World Market
Ontario, Canada
$1.76M -$50.1K -216 -3%
SIS
424
Strategic Investment Solutions
Illinois
$1.75M +$1.73M +7,440 +6,200%
Wealth Enhancement Advisory Services
425
Wealth Enhancement Advisory Services
Minnesota
$1.75M +$1.89M +8,134 New