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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
OQS
576
Occudo Quantitative Strategies
Florida
$665K -$2.45M -10,556 -77%
SFA
577
Sequoia Financial Advisors
Ohio
$660K +$6.03K +26 +0.9%
Mercer Global Advisors
578
Mercer Global Advisors
Colorado
$657K +$176K +759 +33%
AG
579
Ascent Group
Virginia
$654K +$8.35K +36 +1%
OWM
580
Opes Wealth Management
California
$654K +$1.16K +5 +0.2%
CFSG
581
Community Financial Services Group
Vermont
$653K +$704K +3,038 New
OIS
582
Okabena Investment Services
Minnesota
$653K -$437K -1,883 -38%
LB
583
Legacy Bridge
Iowa
$648K
Thrivent Financial for Lutherans
584
Thrivent Financial for Lutherans
Minnesota
$645K +$184K +792 +36%
MAS
585
Meeder Advisory Services
Ohio
$644K -$147K -636 -18%
FMAEN1
586
Fund Management at Engine No 1
California
$633K +$61.5K +265 +10%
RWS
587
Resolute Wealth Strategies
Mississippi
$631K
MYIA
588
Mount Yale Investment Advisors
Colorado
$631K
SIC
589
SFE Investment Counsel
California
$623K -$19.7K -85 -3%
EWA
590
EP Wealth Advisors
California
$619K -$150M -646,832 -100%
AP
591
Appleton Partners
Massachusetts
$618K -$42.9K -185 -6%
CB
592
Commerce Bank
Missouri
$615K -$11.8K -51 -2%
CBA
593
Coastal Bridge Advisors
Connecticut
$615K
KA
594
Kozak & Associates
Colorado
$607K -$61.9K -267 -9%
OP
595
ORG Partners
Indiana
$606K +$45K +194 +7%
MC
596
Montag & Caldwell
Georgia
$600K +$648K +2,793 New
BMCM
597
Bryn Mawr Capital Management
Pennsylvania
$599K +$20.9K +90 +3%
BAM
598
Blueshift Asset Management
New Jersey
$593K +$402K +1,733 +169%
CA
599
Clearstead Advisors
Ohio
$591K +$321K +1,383 +101%
ECM
600
Exchange Capital Management
Michigan
$588K -$6.26K -27 -1%