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Workday
WDAY

Overview Fund Activity

864 hedge funds and large institutions have $37.5B invested in Workday in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 336 increasing their positions, 264 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+64
Holders Change %
+8%
% of All Funds
13.83%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.67%
New
150
Increased
336
Reduced
264
Closed
71
Calls
$680M
Puts
$701M
Net Calls
-$21.6M
Net Calls Change
-$302M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$458M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$363M
3
GQG Partners
GQG Partners
Florida
+$311M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$173M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$146M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$283M
2
Goldman Sachs
Goldman Sachs
New York
-$145M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$133M
4
CAM
Contour Asset Management
New York
-$130M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
601
Evergreen Capital Management
Washington
$422K -$4.75K -23 -1%
PCS
602
Personal CFO Solutions
New Jersey
$421K +$42.3K +205 +11%
HFM
603
Harvest Fund Management
China
$420K +$51.8K +251 +14%
HPC
604
HM Payson & Co
Maine
$418K -$212K -1,027 -34%
PAI
605
Pittenger & Anderson Inc
Nebraska
$418K – – –
GT
606
Greenleaf Trust
Michigan
$408K +$98.9K +479 +32%
FIM
607
Fernwood Investment Management
Massachusetts
$404K -$46.5K -225 -10%
GC
608
Garde Capital
Washington
$401K -$252K -1,219 -39%
AT
609
Arden Trust
Delaware
$398K +$100K +486 +34%
ASN
610
Advisory Services Network
Georgia
$397K +$308K +1,489 +345%
EWA
611
EP Wealth Advisors
California
$389K -$66.8K -432 -15%
AWM
612
Avior Wealth Management
Nebraska
$389K – – –
CG
613
Cutler Group
California
$385K -$444K -2,153 -54%
AP
614
Adero Partners
California
$383K +$207 +1 +0.1%
SFA
615
Sequoia Financial Advisors
Ohio
$383K +$10.1K +49 +3%
TBWA
616
Three Bridge Wealth Advisors
California
$383K – – –
MAM
617
Morse Asset Management
Connecticut
$379K +$379K +1,835 New
EFM
618
E Fund Management
China
$375K -$21.1K -102 -5%
PWM
619
Perigon Wealth Management
California
$371K +$22.7K +110 +7%
CP
620
Covenant Partners
Tennessee
$369K -$62.2K -301 -14%
GC
621
Gilbert & Cook
Iowa
$365K +$365K +1,768 New
HS
622
HighVista Strategies
Massachusetts
$364K +$364K +1,760 New
EP
623
Essential Planning
New Hampshire
$357K +$357K +1,730 New
AFAS
624
Acorn Financial Advisory Services
Virginia
$356K +$34.9K +169 +11%
BRWA
625
B. Riley Wealth Advisors
Florida
$354K +$354K +1,726 New
23 24
25
26 27