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Workday
WDAY

Overview Fund Activity

932 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, 301 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+39
Holders Change %
+4.37%
% of All Funds
14.86%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.45%
New
120
Increased
373
Reduced
301
Closed
70
Calls
$681M
Puts
$985M
Net Calls
-$303M
Net Calls Change
-$166M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$472M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$302M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$215M
4
Morgan Stanley
Morgan Stanley
New York
+$187M
5
Tiger Global Management
Tiger Global Management
New York
+$177M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$354M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$192M
3
EWA
EP Wealth Advisors
California
-$139M
4
VanEck Associates
VanEck Associates
New York
-$135M
5
Fidelity International
Fidelity International
Bermuda
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
551
Comerica Securities
Michigan
$748K -$22.3K -104 -3%
CAG
552
Crestwood Advisors Group
Massachusetts
$738K -$14.2K -66 -2%
IPW
553
Impact Partnership Wealth
Georgia
$735K +$3.01K +14 +0.4%
CWM
554
Circle Wealth Management
New Jersey
$735K – – –
FFA
555
Farther Finance Advisors
California
$733K +$165K +766 +29%
CA
556
Cetera Advisors
Colorado
$731K +$10.5K +49 +1%
DI
557
DFPG Investments
Utah
$731K -$107K -476 -13%
NYLIM
558
New York Life Investment Management
New York
$730K -$67.5K -314 -8%
S
559
SignatureFD
Georgia
$726K +$62.5K +291 +9%
SM
560
STF Management
Texas
$726K +$443K +2,061 +156%
MCC
561
Malaga Cove Capital
California
$724K +$98.8K +460 +16%
TWA
562
Trellis Wealth Advisors
California
$720K – – –
JSC
563
Jackson Square Capital
California
$718K +$718K +3,341 New
NL
564
NVWM LLC
Pennsylvania
$712K +$712K +3,314 New
Empower Advisory Group
565
Empower Advisory Group
Colorado
$700K +$2.79K +13 +0.4%
Bessemer Group
566
Bessemer Group
New Jersey
$693K +$25.4K +118 +4%
PCA
567
Pallas Capital Advisors
Massachusetts
$692K +$692K +3,339 New
IWC
568
Integrated Wealth Concepts
Massachusetts
$686K +$22.8K +106 +3%
BFG
569
Bleakley Financial Group
New Jersey
$679K -$76.5K -356 -10%
SS
570
Simplicity Solutions
Minnesota
$679K -$76.1K -354 -10%
AFC
571
AFT Forsyth & Company
Florida
$677K +$132K +615 +24%
TCA
572
Transcend Capital Advisors
New Jersey
$667K -$19.6K -91 -3%
OQS
573
Occudo Quantitative Strategies
Florida
$665K -$2.27M -10,556 -77%
SFA
574
Sequoia Financial Advisors
Ohio
$660K +$5.59K +26 +0.9%
Mercer Global Advisors
575
Mercer Global Advisors
Colorado
$657K +$163K +759 +33%
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