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Workday

790 hedge funds and large institutions have $41.3B invested in Workday in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 235

4% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 78

0% less funds holding

Funds holding: 792790 (-2)

3% less capital invested

Capital invested by funds: $42.6B → $41.3B (-$1.25B)

1.44% less ownership

Funds ownership: 93.19%91.75% (-1.4%)

12% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.76B

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

Holders
790
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
13.75%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.33%
New
81
Increased
333
Reduced
235
Closed
78
Calls
$1.56B
Puts
$1.76B
Net Calls
-$204M
Net Calls Change
+$271M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
626
O'Shaughnessy Asset Management
Connecticut
$228K -$57.5K -239 -20%
FNT
627
First National Trust
Pennsylvania
$227K +$6.49K +27 +3%
SWM
628
SeaCrest Wealth Management
New York
$225K +$4.33K +18 +2%
QI
629
QS Investors
New York
$223K
TWM
630
Tradition Wealth Management
Minnesota
$221K +$222K +925 New
APA
631
American Portfolios Advisors
New York
$220K +$1.92K +8 +0.9%
NIM
632
NuWave Investment Management
New Jersey
$218K +$220K +914 New
MTC
633
McDaniel Terry & Co
Texas
$217K
SBH
634
Segall Bryant & Hamill
Illinois
$210K +$1.68K +7 +0.8%
VWM
635
Venturi Wealth Management
Texas
$209K -$77.4K -322 -27%
RSS
636
Rosenblum Silverman Sutton
California
$208K
DC
637
Davenport & Co
Virginia
$207K +$208K +866 New
CL
638
CSS LLC
Illinois
$206K +$208K +864 New
BFM
639
Boothbay Fund Management
New York
$204K +$205K +854 New
BCA
640
Bay Colony Advisors
Massachusetts
$203K +$205K +851 New
S
641
SignatureFD
Georgia
$199K +$5.77K +24 +3%
BCPWM
642
Bradley & Co Private Wealth Management
Florida
$194K
SOW
643
State of Wyoming
Wyoming
$193K +$161K +670 +486%
CA
644
Clearstead Advisors
Ohio
$181K +$12.3K +51 +7%
WWM
645
Wolff Wiese Magana
California
$177K +$4.81K +20 +3%
MIFH
646
Migdal Insurance & Financial Holdings
Israel
$175K -$82.7K -344 -32%
SAM
647
Shell Asset Management
Netherlands
$166K -$36.6K -152 -18%
QCG
648
Quadrant Capital Group
Ohio
$159K -$1.92K -8 -1%
GC
649
Grace Capital
Massachusetts
$155K -$72.1K -300 -32%
PMAS
650
PNC Managed Account Solutions
Texas
$154K +$155K +646 New