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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
CAAS
501
Capital Asset Advisory Services
Michigan
$584K +$139K +578 +31%
CGL
502
Clarius Group LLC
Washington
$580K
AT
503
Arden Trust
Delaware
$569K -$72.6K -302 -11%
TI
504
Tidal Investments
Wisconsin
$556K +$81K +337 +17%
HCM
505
Hollencrest Capital Management
California
$549K
Lazard Asset Management
506
Lazard Asset Management
New York
$542K +$209K +869 +62%
SIC
507
Schwartz Investment Counsel
Michigan
$537K
FIM
508
Fernwood Investment Management
Massachusetts
$534K +$89K +370 +20%
NB
509
Norinchukin Bank
Japan
$519K +$99.3K +413 +23%
IFG
510
Independent Financial Group
California
$518K
GCP
511
GSA Capital Partners
United Kingdom
$514K +$110K +457 +27%
AWM
512
Avior Wealth Management
Nebraska
$505K -$80.1K -333 -14%
FCH
513
Freestone Capital Holdings
Washington
$500K +$56.5K +235 +13%
CWM
514
Circle Wealth Management
New Jersey
$499K +$187K +777 +59%
EAM
515
Evanson Asset Management
California
$498K
MYAM
516
Meiji Yasuda Asset Management
Japan
$496K
HI
517
Horizon Investments
North Carolina
$490K +$250K +1,041 +103%
CWM
518
CIBC World Markets
New York
$489K -$1.16M -4,839 -70%
PGFC
519
Peapack-Gladstone Financial Corp
New Jersey
$487K
BPC
520
Banque Pictet & Cie
Switzerland
$487K +$50K +208 +11%
CWM
521
Calamos Wealth Management
Illinois
$485K -$1.2K -5 -0.2%
TC
522
Tairen Capital
Hong Kong
$477K -$19.6M -81,386 -98%
BAM
523
Belpointe Asset Management
Nevada
$471K +$474K +1,972 New
EGM
524
Engineers Gate Manager
New York
$469K -$1.11M -4,607 -70%
KA
525
Kovack Advisors
Florida
$462K -$123K -512 -21%