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Workday
WDAY

Overview Fund Activity

695 hedge funds and large institutions have $35.3B invested in Workday in 2020 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 269 increasing their positions, 219 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+44
Holders Change %
+6.76%
% of All Funds
14.06%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.57%
New
106
Increased
269
Reduced
219
Closed
61
Calls
$702M
Puts
$553M
Net Calls
+$149M
Net Calls Change
-$37.1M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$369M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$327M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$309M
4
Holocene Advisors
Holocene Advisors
New York
+$287M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$220M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$887M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$205M
3
Capital World Investors
Capital World Investors
California
-$196M
4
GIM
Generation Investment Management
United Kingdom
-$139M
5
KCM
Kensico Capital Management
Connecticut
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
526
Evanson Asset Management
California
$293K -$8.62K -40 -3%
VWM
527
Venturi Wealth Management
Texas
$293K +$293K +1,363 New
CAM
528
Cozad Asset Management
Illinois
$290K -$138K -642 -32%
CGH
529
Crossmark Global Holdings
Texas
$288K – – –
RC
530
Roundview Capital
New Jersey
$284K -$101K -469 -26%
VWM
531
Vigilare Wealth Management
Arizona
$284K – – –
ICP
532
Ironvine Capital Partners
Nebraska
$283K +$283K +1,315 New
CWM
533
Circle Wealth Management
New Jersey
$281K +$281K +1,307 New
1WA
534
180 Wealth Advisors
Washington
$279K +$16.8K +75 +6%
GAM
535
Gemmer Asset Management
California
$275K -$30.6K -142 -10%
ZB
536
Zions Bancorporation
Utah
$275K -$1.08K -5 -0.4%
GWMIA
537
Global Wealth Management Investment Advisory
Florida
$273K +$12.5K +58 +5%
Bank Julius Baer & Co
538
Bank Julius Baer & Co
Switzerland
$272K +$8.6K +40 +3%
BWA
539
BDO Wealth Advisors
Florida
$272K +$15.9K +74 +6%
MFG
540
Merit Financial Group
Georgia
$271K -$192K -892 -41%
PFA
541
Paradigm Financial Advisors
Missouri
$265K -$81.3K -378 -23%
SSWM
542
Sheets Smith Wealth Management
North Carolina
$265K +$265K +1,234 New
NFC
543
Northeast Financial Consultants
Connecticut
$263K – – –
QP
544
Quilter Plc
United Kingdom
$261K -$18.5K -86 -7%
GDP
545
Great Diamond Partners
Maine
$259K +$1.51K +7 +0.6%
TPCM
546
Three Peaks Capital Management
Colorado
$257K +$3.01K +14 +1%
PF
547
Phoenix Financial
Israel
$255K -$2.08K -10 -0.8%
FFA
548
First Foundation Advisors
California
$255K +$255K +1,184 New
LOAMS
549
Lombard Odier Asset Management (Switzerland)
Switzerland
$255K +$255K +1,184 New
FCI
550
Financial Counselors Inc
Kansas
$254K -$68.3K -318 -21%
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