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Workday

695 hedge funds and large institutions have $35.3B invested in Workday in 2020 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 269 increasing their positions, 219 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+44
Holders Change %
+6.76%
% of All Funds
14.06%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.57%
New
106
Increased
269
Reduced
219
Closed
61
Calls
$702M
Puts
$553M
Net Calls
+$149M
Net Calls Change
-$37.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Millennium Management
601
Millennium Management
New York
$62.7K -$16.1K -74,670 -20%
IA
602
IFP Advisors
Florida
$62K +$212 +1 +0.3%
GRP
603
Global Retirement Partners
California
$60K -$3.02K -14 -5%
FP
604
Financial Perspectives
Minnesota
$59.6K
FHA
605
First Horizon Advisors
Tennessee
$58K +$43.9K +205 +311%
LWA
606
Lenox Wealth Advisors
New York
$57K -$27.1K -125 -32%
CWC
607
Carolinas Wealth Consulting
North Carolina
$56K +$53.6K +251 +2,282%
VFA
608
Valeo Financial Advisors
Indiana
$54K +$2.6K +12 +5%
BFEC
609
Benjamin F. Edwards & Company
Missouri
$52K -$33.7K -157 -39%
ETC
610
Exchange Traded Concepts
Oklahoma
$51K +$30.9K +144 +153%
RE
611
RBC Europe
United Kingdom
$49.5K +$9.68K +45 +24%
KTC
612
Kistler-Tiffany Companies
Pennsylvania
$46K
IRAG
613
Investment Research & Advisory Group
Georgia
$45K
NSIM
614
North Star Investment Management
Illinois
$43K
SSB
615
Sandy Spring Bank
Maryland
$43K
PFO
616
Pathstone Family Office
New Jersey
$43K +$43K +200 New
CPW
617
Catalyst Private Wealth
California
$43K +$43K +200 New
PS
618
Planned Solutions
California
$43K +$43K +200 New
SIAS
619
Shine Investment Advisory Services
Colorado
$41K
CFA
620
Carroll Financial Associates
North Carolina
$40K
WOC
621
West Oak Capital
California
$39K
LWM
622
Liberty Wealth Management
California
$39K +$643 +3 +2%
DZ Bank
623
DZ Bank
Germany
$35K +$35K +157 New
SWA
624
Sutton Wealth Advisors
Florida
$34.9K
LWANC
625
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K