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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 %
AG
576
Ascent Group
Virginia
$654K +$8.12K +36 +1%
OWM
577
Opes Wealth Management
California
$654K +$1.07K +5 +0.2%
CFSG
578
Community Financial Services Group
Vermont
$653K +$653K +3,038 New
OIS
579
Okabena Investment Services
Minnesota
$653K -$405K -1,883 -38%
LB
580
Legacy Bridge
Iowa
$648K – – –
Thrivent Financial for Lutherans
581
Thrivent Financial for Lutherans
Minnesota
$645K +$170K +792 +36%
MAS
582
Meeder Advisory Services
Ohio
$644K -$137K -636 -18%
FMAEN1
583
Fund Management at Engine No 1
California
$633K +$56.9K +265 +10%
RWS
584
Resolute Wealth Strategies
Mississippi
$631K – – –
MYIA
585
Mount Yale Investment Advisors
Colorado
$631K – – –
SIC
586
SFE Investment Counsel
California
$623K -$18.3K -85 -3%
EWA
587
EP Wealth Advisors
California
$619K -$139M -646,832 -100%
AP
588
Appleton Partners
Massachusetts
$618K -$39.8K -185 -6%
CB
589
Commerce Bank
Missouri
$615K -$11K -51 -2%
CBA
590
Coastal Bridge Advisors
Connecticut
$615K – – –
KA
591
Kozak & Associates
Colorado
$607K -$57K -267 -9%
OP
592
ORG Partners
Indiana
$606K +$41.7K +194 +7%
MC
593
Montag & Caldwell
Georgia
$600K +$600K +2,793 New
BMCM
594
Bryn Mawr Capital Management
Pennsylvania
$599K +$19.3K +90 +3%
BAM
595
Blueshift Asset Management
New Jersey
$593K +$372K +1,733 +169%
CA
596
Clearstead Advisors
Ohio
$591K +$297K +1,383 +101%
ECM
597
Exchange Capital Management
Michigan
$588K -$5.8K -27 -1%
MS
598
Maven Securities
Jersey
$588K -$717K -3,337 -55%
TFA
599
Toth Financial Advisory
Virginia
$585K – – –
OC
600
Oppenheimer & Co
New York
$585K -$290K -1,349 -33%
22 23
24
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