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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
CS
476
Comerica Securities
Michigan
$718K +$37.8K +157 +6%
IA
477
IndexIQ Advisors
New York
$716K +$67.8K +282 +10%
VCM
478
Virtue Capital Management
Tennessee
$716K +$70.9K +295 +11%
RJT
479
Raymond James Trust
Florida
$707K -$12.5K -52 -2%
WAM
480
World Asset Management
Michigan
$703K -$43K -179 -6%
CBA
481
Coastal Bridge Advisors
Connecticut
$702K
LWP
482
Lumature Wealth Partners
Georgia
$701K +$131K +543 +23%
MC
483
Maverick Capital
Texas
$698K +$703K +2,923 New
IWS
484
Insight Wealth Strategies
California
$694K -$122K -509 -15%
VPIM
485
Vanguard Personalized Indexing Management
California
$694K -$7.94K -33 -1%
AIM
486
Aigen Investment Management
New York
$691K -$581K -2,417 -46%
FDCDDQ
487
Federation des caisses Desjardins du Quebec
Quebec, Canada
$687K +$23.3K +97 +3%
KWM
488
Kingsview Wealth Management
Oregon
$676K +$55.8K +232 +9%
CRIG
489
Charter Research & Investment Group
Connecticut
$674K
EI
490
Ethic Inc
New York
$670K +$291K +1,208 +76%
AAS
491
Avantax Advisory Services
Texas
$666K +$73.6K +306 +12%
V
492
Veritable
Delaware
$643K +$66.9K +278 +12%
RCM
493
RB Capital Management
Nevada
$637K +$3.37K +14 +0.5%
KIA
494
KCM Investment Advisors
California
$634K -$93.3K -388 -13%
TRCT
495
Tower Research Capital (TRC)
New York
$627K -$2.2M -9,166 -78%
GG
496
Gofen & Glossberg
Illinois
$608K +$302K +1,256 +97%
SI
497
Stephens Inc
Arkansas
$601K +$3.85K +16 +0.6%
CFM
498
Comprehensive Financial Management
California
$597K
EMG
499
ETF Managers Group
New Jersey
$596K -$10.6K -44 -2%
BTWM
500
Baker Tilly Wealth Management
Wisconsin
$584K +$64.5K +268 +12%