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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
XT
526
XTX Topco
Cayman Islands
$903K +$974K +4,201 New
HCM
527
Horiko Capital Management
New York
$902K
WHG
528
Westwood Holdings Group
Texas
$898K -$38.3K -165 -4%
TWC
529
TD Waterhouse Canada
Ontario, Canada
$876K +$232 +1 +0%
QP
530
Quilter Plc
United Kingdom
$873K
NP
531
Nilsine Partners
Colorado
$872K +$107K +463 +13%
RJT
532
Raymond James Trust
Florida
$869K +$183K +790 +24%
AIIMS
533
Analyst IMS Investment Management Services
Israel
$855K -$11.4K -49 -1%
CFGS
534
Concourse Financial Group Securities
Alabama
$850K -$34.6K -149 -4%
Fiera Capital (Canada)
535
Fiera Capital (Canada)
Quebec, Canada
$845K -$2.32K -10 -0.3%
SIA
536
Schechter Investment Advisors
Michigan
$845K +$232 +1 +0%
CNBT
537
Canandaigua National Bank & Trust
New York
$844K +$911K +3,930 New
DTL
538
Dynamic Technology Lab
Singapore
$844K +$910K +3,926 New
LTAS
539
Linden Thomas Advisory Services
North Carolina
$838K +$904K +3,899 New
VAS
540
Vestmark Advisory Solutions
Massachusetts
$836K -$1.71M -7,378 -65%
KWM
541
Kingsview Wealth Management
Oregon
$832K +$3.48K +15 +0.4%
HFM
542
Harvest Fund Management
China
$822K +$237K +1,021 +36%
OWA
543
Outlook Wealth Advisors
Texas
$814K +$32.9K +142 +4%
GA
544
GraniteShares Advisors
New York
$814K +$878K +3,787 New
CGH
545
Crossmark Global Holdings
Texas
$793K -$6.49K -28 -0.8%
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$793K +$93.9K +405 +12%
AUB
547
Atlantic Union Bankshares
Virginia
$792K +$161K +695 +23%
QI
548
Qtron Investments
Massachusetts
$772K +$479K +2,067 +136%
ACS
549
Archford Capital Strategies
Illinois
$766K -$3.25K -14 -0.4%
DFCM
550
Dark Forest Capital Management
Puerto Rico
$764K +$825K +3,556 New