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Workday
WDAY

Overview Fund Activity

893 hedge funds and large institutions have $41B invested in Workday in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 289 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+29
Holders Change %
+3.36%
% of All Funds
14.08%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
0.58%
New
127
Increased
336
Reduced
289
Closed
90
Calls
$580M
Puts
$718M
Net Calls
-$138M
Net Calls Change
-$116M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
$875M
2
Viking Global Investors
Viking Global Investors
Connecticut
$686M
3
Artisan Partners
Artisan Partners
Wisconsin
$259M
4
Macquarie Group
Macquarie Group
Australia
$289M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$104M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$583M
2
Citadel Advisors
Citadel Advisors
Florida
$8.79M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$547M
4
Harris Associates
Harris Associates
Illinois
$468M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
RAG
501
RIA Advisory Group
Iowa
$895K -$420K -1,859 -32%
Fiera Capital (Canada)
502
Fiera Capital (Canada)
Quebec, Canada
$891K +$6.33K +28 +0.7%
SIA
503
Schechter Investment Advisors
Michigan
$888K +$888K +3,933 New
PF
504
Phoenix Financial
Israel
$876K +$876K +3,880 New
KWM
505
Kingsview Wealth Management
Oregon
$871K +$203K +900 +30%
CCS
506
Concentric Capital Strategies
Connecticut
$869K -$553K -2,447 -39%
QP
507
Quilter Plc
United Kingdom
$868K – – –
DI
508
DFPG Investments
Utah
$862K +$862K +3,719 New
HIIFS
509
Harel Insurance Investments & Financial Services
Israel
$852K -$19.2K -85 -2%
CGH
510
Crossmark Global Holdings
Texas
$849K -$14.3K -61 -2%
NYLIM
511
New York Life Investment Management
New York
$839K -$6.78K -30 -0.8%
CII
512
Capital International Inc
California
$836K +$21.2K +94 +3%
BPA
513
Beacon Pointe Advisors
California
$829K +$35.9K +159 +5%
OWA
514
Outlook Wealth Advisors
Texas
$824K +$314K +1,391 +62%
MAS
515
Meeder Advisory Services
Ohio
$821K -$9.26K -41 -1%
NP
516
Nilsine Partners
Colorado
$812K -$59.6K -264 -7%
CS
517
Comerica Securities
Michigan
$811K -$30.7K -136 -4%
API
518
Advisor Partners II
California
$800K +$198K +875 +33%
ACS
519
Archford Capital Strategies
Illinois
$798K -$25.4K -114 -3%
BFG
520
Bleakley Financial Group
New Jersey
$794K +$71.6K +317 +10%
SS
521
Simplicity Solutions
Minnesota
$793K +$71.1K +315 +10%
WCM Investment Management
522
WCM Investment Management
California
$792K – – –
VI
523
Versor Investments
New York
$792K -$443K -1,961 -36%
CAG
524
Crestwood Advisors Group
Massachusetts
$791K +$17.6K +78 +2%
MA
525
Montag & Associates
Georgia
$790K -$96.5K -427 -11%
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