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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
MS
601
Maven Securities
Jersey
$588K -$774K -3,337 -55%
TFA
602
Toth Financial Advisory
Virginia
$585K
OC
603
Oppenheimer & Co
New York
$585K -$313K -1,349 -33%
WA
604
Wealth Alliance
New York
$582K -$20.2K -87 -3%
GCMG
605
Gyroscope Capital Management Group
Florida
$580K
PA
606
Parallel Advisors
California
$578K +$8.12K +35 +1%
PFWA
607
Paces Ferry Wealth Advisors
Georgia
$572K -$18.6K -80 -3%
IIM
608
Ironwood Investment Management
Massachusetts
$553K -$29.2K -126 -5%
EF
609
Empowered Funds
Pennsylvania
$544K +$80.5K +347 +16%
WCA
610
Westover Capital Advisors
Delaware
$544K -$74K -319 -11%
TI
611
TTP Investments
California
$542K +$3.02K +13 +0.5%
TCBWMS
612
Texas Capital Bank Wealth Management Services
Texas
$541K -$5.1K -22 -0.9%
OTPPB
613
Ontario Teachers' Pension Plan Board
Ontario, Canada
$533K +$575K +2,479 New
BA
614
Bristlecone Advisors
Washington
$532K
DIM
615
DC Investments Management
Virginia
$529K
WF
616
Welch & Forbes
Massachusetts
$528K +$928 +4 +0.2%
MAM
617
Morse Asset Management
Connecticut
$525K +$52.2K +225 +10%
MM
618
MQS Management
New York
$523K +$305K +1,316 +118%
BRWA
619
B. Riley Wealth Advisors
Florida
$519K +$104K +450 +23%
MF
620
Magnetar Financial
Illinois
$515K +$556K +2,396 New
QAM
621
Q3 Asset Management
Michigan
$506K +$546K +2,355 New
MYAM
622
Meiji Yasuda Asset Management
Japan
$504K +$64.9K +280 +14%
CG
623
Caprock Group
Idaho
$501K +$312K +1,345 +137%
NB
624
Norinchukin Bank
Japan
$500K -$87.9K -379 -14%
APC
625
Aspire Private Capital
North Carolina
$497K -$696 -3 -0.1%