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Workday

790 hedge funds and large institutions have $41.3B invested in Workday in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 235

4% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 78

0% less funds holding

Funds holding: 792790 (-2)

3% less capital invested

Capital invested by funds: $42.6B → $41.3B (-$1.25B)

1.44% less ownership

Funds ownership: 93.19%91.75% (-1.4%)

12% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.76B

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

Holders
790
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
13.75%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.33%
New
81
Increased
333
Reduced
235
Closed
78
Calls
$1.56B
Puts
$1.76B
Net Calls
-$204M
Net Calls Change
+$271M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
451
Livforsakringsbolaget Skandia
Sweden
$884K +$240K +1,000 +37%
FAM
452
Fulcrum Asset Management
United Kingdom
$875K
SG
453
Stonnington Group
California
$873K +$48.1K +200 +6%
WS
454
Wedbush Securities
California
$840K +$75.5K +314 +10%
WCM Investment Management
455
WCM Investment Management
California
$836K
PCH
456
PGIM Custom Harvest
New Jersey
$832K -$15.9K -66 -2%
TCM
457
Teza Capital Management
Illinois
$831K -$350K -1,457 -30%
PFWA
458
Paces Ferry Wealth Advisors
Georgia
$831K -$3.85K -16 -0.5%
IC
459
IEQ Capital
California
$831K +$109K +454 +15%
TFS
460
Thoroughbred Financial Services
Tennessee
$822K -$43K -179 -5%
WF
461
Welch & Forbes
Massachusetts
$816K
JAM
462
Jupiter Asset Management
United Kingdom
$807K -$22.9M -95,319 -97%
AC
463
Apogem Capital
New York
$805K -$201K -834 -20%
KPWS
464
Kestra Private Wealth Services
Texas
$803K +$10.8K +45 +1%
IG
465
ING Group
Netherlands
$796K +$802K +3,333 New
1CP
466
17 Capital Partners
Arizona
$793K +$798K +3,320 New
Verition Fund Management
467
Verition Fund Management
Connecticut
$779K +$784K +3,262 New
Lido Advisors
468
Lido Advisors
California
$776K +$781K +3,249 New
AWA
469
Alta Wealth Advisors
Massachusetts
$775K -$3.37K -14 -0.4%
CWA
470
Clarity Wealth Advisors
California
$767K -$15.4K -64 -2%
XT
471
XTX Topco
Cayman Islands
$765K +$206K +855 +36%
Wealthfront Advisers
472
Wealthfront Advisers
California
$745K +$120K +499 +19%
IIM
473
Ironwood Investment Management
Massachusetts
$731K +$25.7K +107 +4%
HI
474
Harbour Investments
Wisconsin
$730K +$4.57K +19 +0.6%
VI
475
Vestcor Inc
New Brunswick, Canada
$721K +$726K +3,020 New