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Workday

785 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, 332 increasing their positions, 233 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
13.7%
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
332
Reduced
233
Closed
78
Calls
$1.56B
Puts
$1.76B
Net Calls
-$204M
Net Calls Change
+$271M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
651
Advisory Services Network
Georgia
$134K +$134K +563 New
SBL
652
Sargent Bickham Lagudis
Colorado
$122K +$5.71K +24 +5%
SFSIG
653
San Francisco Sentry Investment Group
California
$119K -$1.2K -5 -1%
GWM
654
Geneos Wealth Management
Colorado
$118K -$164K -690 -58%
Credit Agricole
655
Credit Agricole
France
$116K +$116K +485 New
GRP
656
Global Retirement Partners
California
$115K +$40.5K +169 +54%
NFG
657
Next Financial Group
Texas
$113K +$2.62K +11 +2%
HWM
658
HighMark Wealth Management
Minnesota
$110K
PWM
659
Prentice Wealth Management
New York
$98K -$13.6K -57 -12%
TFO
660
Tarbox Family Office
California
$97K
KFP
661
KB Financial Partners
New Jersey
$95K +$2.15K +9 +2%
FRA
662
Front Row Advisors
California
$92K
CAL
663
Capital Analysts LLC
Pennsylvania
$92K +$6.49K +27 +8%
AF
664
Advisornet Financial
Minnesota
$84K -$7.14K -30 -8%
FF
665
FourThought Financial
Florida
$80K
KFS
666
Kelly Financial Services
Massachusetts
$75K +$75K +17,894 +149,117%
HWA
667
HHM Wealth Advisors
Tennessee
$73K +$8.35K +35 +13%
ED
668
Exane Derivatives
France
$72.9K -$7.22K -31 -9%
BDWM
669
Brewin Dolphin Wealth Management
Ireland
$71.6K
SSB
670
Sandy Spring Bank
Maryland
$71K +$1.9K +8 +3%
LWA
671
Lenox Wealth Advisors
New York
$69K
FP
672
Financial Perspectives
Minnesota
$66.1K -$16.4M -68,538 -100%
IA
673
IFP Advisors
Florida
$65K +$8.67K +36 +15%
BCA
674
Berman Capital Advisors
Georgia
$63K +$5.19K +22 +9%
VC
675
Vestor Capital
Illinois
$62K