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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
CSS
551
Cubist Systematic Strategies
Connecticut
$755K -$6.78M -29,242 -89%
WCM Investment Management
552
WCM Investment Management
California
$754K
MA
553
Montag & Associates
Georgia
$752K
CS
554
Comerica Securities
Michigan
$748K -$24.1K -104 -3%
CAG
555
Crestwood Advisors Group
Massachusetts
$738K -$15.3K -66 -2%
IPW
556
Impact Partnership Wealth
Georgia
$735K +$3.25K +14 +0.4%
CWM
557
Circle Wealth Management
New Jersey
$735K
FFA
558
Farther Finance Advisors
California
$733K +$178K +766 +29%
CA
559
Cetera Advisors
Colorado
$731K +$11.4K +49 +1%
DI
560
DFPG Investments
Utah
$731K -$110K -476 -13%
NYLIM
561
New York Life Investment Management
New York
$730K -$72.8K -314 -8%
S
562
SignatureFD
Georgia
$726K +$67.5K +291 +9%
SM
563
STF Management
Texas
$726K +$478K +2,061 +156%
MCC
564
Malaga Cove Capital
California
$724K +$107K +460 +16%
TWA
565
Trellis Wealth Advisors
California
$720K
JSC
566
Jackson Square Capital
California
$718K +$775K +3,341 New
NL
567
NVWM LLC
Pennsylvania
$712K +$768K +3,314 New
Empower Advisory Group
568
Empower Advisory Group
Colorado
$700K +$3.02K +13 +0.4%
Bessemer Group
569
Bessemer Group
New Jersey
$693K +$27.4K +118 +4%
PCA
570
Pallas Capital Advisors
Massachusetts
$692K +$774K +3,339 New
IWC
571
Integrated Wealth Concepts
Massachusetts
$686K +$24.6K +106 +3%
BFG
572
Bleakley Financial Group
New Jersey
$679K -$82.6K -356 -10%
SS
573
Simplicity Solutions
Minnesota
$679K -$82.1K -354 -10%
AFC
574
AFT Forsyth & Company
Florida
$677K +$143K +615 +24%
TCA
575
Transcend Capital Advisors
New Jersey
$667K -$21.1K -91 -3%