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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
+$541M
3
Artisan Partners
Artisan Partners
Wisconsin
+$259M
4
Macquarie Group
Macquarie Group
Australia
+$132M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$99.9M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$381M
2
Citadel Advisors
Citadel Advisors
Florida
-$288M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$204M
4
Harris Associates
Harris Associates
Illinois
-$200M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
526
Circle Wealth Management
New Jersey
$773K +$5.87K +26 +0.8%
IPW
527
Impact Partnership Wealth
Georgia
$770K +$770K +3,409 New
CA
528
Cetera Advisors
Colorado
$758K +$105K +464 +16%
TWA
529
Trellis Wealth Advisors
California
$757K +$757K +3,351 New
KLC
530
Knowledge Leaders Capital
Colorado
$745K +$745K +3,296 New
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$742K +$110K +487 +17%
PCM
532
Prana Capital Management
Connecticut
$739K +$739K +3,273 New
GGHC
533
Gilder Gagnon Howe & Co
New York
$739K -$22.1K -98 -3%
RJT
534
Raymond James Trust
Florida
$736K +$92K +407 +14%
Empower Advisory Group
535
Empower Advisory Group
Colorado
$733K +$62.6K +277 +9%
GLA
536
Great Lakes Advisors
Illinois
$727K +$727K +3,219 New
TCA
537
Transcend Capital Advisors
New Jersey
$721K -$19K -84 -3%
Bessemer Group
538
Bessemer Group
New Jersey
$702K +$192K +850 +38%
KA
539
Kozak & Associates
Colorado
$698K – – –
S
540
SignatureFD
Georgia
$698K +$40.9K +181 +6%
IWC
541
Integrated Wealth Concepts
Massachusetts
$698K +$698K +3,089 New
AP
542
Appleton Partners
Massachusetts
$691K -$203K -897 -23%
SFA
543
Sequoia Financial Advisors
Ohio
$688K +$269K +1,190 +64%
OWM
544
Opes Wealth Management
California
$686K – – –
LB
545
Legacy Bridge
Iowa
$682K – – –
GBT
546
Grove Bank & Trust
Florida
$677K +$670K +2,965 +8,985%
AUB
547
Atlantic Union Bankshares
Virginia
$676K +$676K +2,993 New
SIC
548
SFE Investment Counsel
California
$674K -$11.3K -50 -2%
TI
549
Tidal Investments
Wisconsin
$664K -$724K -3,205 -52%
RWS
550
Resolute Wealth Strategies
Mississippi
$664K +$664K +2,939 New
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