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Workday
WDAY

Overview Fund Activity

893 hedge funds and large institutions have $41B invested in Workday in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 289 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+29
Holders Change %
+3.36%
% of All Funds
14.08%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
0.58%
New
127
Increased
336
Reduced
289
Closed
90
Calls
$580M
Puts
$718M
Net Calls
-$138M
Net Calls Change
-$116M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$875M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$541M
3
Artisan Partners
Artisan Partners
Wisconsin
+$259M
4
Macquarie Group
Macquarie Group
Australia
+$132M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$99.9M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$381M
2
Citadel Advisors
Citadel Advisors
Florida
-$288M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$204M
4
Harris Associates
Harris Associates
Illinois
-$200M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
601
Jessup Wealth Management
Ohio
$466K +$466K +2,063 New
HPC
602
HM Payson & Co
Maine
$457K – – –
PVH
603
Psagot Value Holdings
Israel
$454K -$972K -4,280 -68%
PAM
604
Paradigm Asset Management
New York
$452K +$452K +2,000 New
PI
605
PFG Investments
New York
$446K +$446K +1,975 New
GL
606
Graypoint LLC
New York
$444K +$219K +971 +98%
BRWA
607
B. Riley Wealth Advisors
Florida
$441K +$54.1K +241 +14%
GC
608
Garde Capital
Washington
$439K – – –
CWA
609
Clarity Wealth Advisors
California
$438K -$44K -195 -9%
GT
610
Greenleaf Trust
Michigan
$436K -$9.49K -42 -2%
MGIA
611
Moneta Group Investment Advisors
Missouri
$432K +$432K +1,914 New
BPCE
612
Bank Pictet & Cie (Europe)
Germany
$428K -$47K -208 -10%
AWM
613
Avior Wealth Management
Nebraska
$425K – – –
PWM
614
Perigon Wealth Management
California
$425K +$19.2K +85 +5%
AP
615
Adero Partners
California
$419K – – –
TBWA
616
Three Bridge Wealth Advisors
California
$418K – – –
BBHC
617
Brown Brothers Harriman & Co
New York
$412K -$1.56M -6,885 -79%
ECM
618
Evergreen Capital Management
Washington
$405K -$56.2K -249 -12%
CP
619
Covenant Partners
Tennessee
$404K – – –
PAI
620
Pittenger & Anderson Inc
Nebraska
$403K -$54.2K -240 -12%
GG
621
Golden Green
South Carolina
$400K +$400K +1,772 New
FTDI
622
First Trust Direct Indexing
Massachusetts
$399K +$24.2K +107 +6%
Bank Julius Baer & Co
623
Bank Julius Baer & Co
Switzerland
$399K +$191K +845 +92%
FIM
624
Fernwood Investment Management
Massachusetts
$396K -$36.5K -165 -8%
JAM
625
Jupiter Asset Management
United Kingdom
$393K +$393K +1,741 New
23 24
25
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