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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
LCM
501
Legato Capital Management
California
$1.03M
SP
502
SWS Partners
Ohio
$1.03M +$6.26K +27 +0.6%
QCM
503
Quantinno Capital Management
New York
$1.02M +$84.6K +365 +8%
VI
504
Versor Investments
New York
$1.02M +$287K +1,236 +35%
AWM
505
Avitas Wealth Management
California
$1.01M +$1.09M +4,713 New
QCM
506
Qsemble Capital Management
New York
$1.01M +$1.09M +4,700 New
RA
507
RiverPark Advisors
New York
$1M -$83.5K -360 -7%
WPW
508
Waldron Private Wealth
Pennsylvania
$999K -$4.41K -19 -0.4%
TI
509
Tidal Investments
Wisconsin
$998K +$396K +1,709 +58%
BC
510
Burney Company
Virginia
$989K -$114K -491 -10%
NW
511
NewEdge Wealth
Pennsylvania
$988K -$10.9K -47 -1%
OTL
512
Oak Thistle LLC
New York
$971K +$1.05M +4,521 New
LS
513
Leelyn Smith
Illinois
$970K -$15.1K -65 -1%
AIMCA
514
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$967K
LSA
515
Leonteq Securities AG
Switzerland
$965K -$120K -516 -10%
Impax Asset Management Group
516
Impax Asset Management Group
United Kingdom
$956K -$119K -512 -10%
VCM
517
Vetamer Capital Management
California
$955K -$1.14M -4,895 -52%
SIA
518
Strategic Investment Advisors
Michigan
$951K -$1.08M -4,652 -51%
Kovitz Investment Group Partners
519
Kovitz Investment Group Partners
Illinois
$946K -$53.3K -230 -5%
A
520
AustralianSuper
Australia
$943K +$50.3K +217 +5%
CT
521
Chicago Trust
Illinois
$938K -$13K -56 -1%
CII
522
Capital International Inc
California
$928K +$143K +618 +17%
HVCM
523
Hel Ved Capital Management
Hong Kong
$926K +$999K +4,310 New
FLPIM
524
F.L. Putnam Investment Management
Massachusetts
$919K +$58K +250 +6%
API
525
Advisor Partners II
California
$913K +$163K +705 +20%