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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
HIM
626
Hillsdale Investment Management
Ontario, Canada
$494K +$533K +2,300 New
MYLI
627
Meiji Yasuda Life Insurance
Japan
$492K +$162K +700 +44%
VA
628
Vident Advisory
Georgia
$489K +$528K +2,277 New
VFA
629
Values First Advisors
Tennessee
$489K +$528K +2,276 New
CF
630
Copperwynd Financial
Arizona
$488K +$527K +2,271 New
YCM
631
Yousif Capital Management
Michigan
$487K +$24.3K +105 +5%
AAS
632
Avantax Advisory Services
Texas
$483K -$11.8K -51 -2%
BHCM
633
Brevan Howard Capital Management
Jersey
$482K -$3.89M -16,756 -88%
CG
634
Cynosure Group
Utah
$482K -$7.42K -32 -1%
PI
635
PEAK6 Investments
Illinois
$481K +$519K +2,238 +74,600%
OAM
636
Ostrum Asset Management
France
$472K -$523K -2,256 -51%
PVH
637
Psagot Value Holdings
Israel
$465K +$46.4K +200 +10%
CI
638
Cigna Investments
Connecticut
$457K -$5.33K -23 -1%
KIA
639
KCM Investment Advisors
California
$457K -$34.8K -150 -7%
PGFC
640
Peapack-Gladstone Financial Corp
New Jersey
$454K -$22K -95 -4%
GL
641
Graypoint LLC
New York
$452K +$32.7K +141 +7%
FRA
642
Frank Rimerman Advisors
California
$449K
JF
643
Jump Financial
Illinois
$444K +$480K +2,068 New
EAM
644
Evanson Asset Management
California
$443K +$116K +500 +32%
SWM
645
Spire Wealth Management
Virginia
$442K -$3.38M -14,570 -88%
KeyBank National Association
646
KeyBank National Association
Ohio
$440K -$121K -521 -20%
WAG
647
Wallace Advisory Group
California
$439K +$451K +1,944 New
HPC
648
HM Payson & Co
Maine
$435K
CG
649
Cutler Group
California
$435K +$470K +2,027 New
AWA
650
Arkadios Wealth Advisors
Georgia
$430K +$464K +2,003 New