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Workday

1,046 hedge funds and large institutions have $51.3B invested in Workday in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 374 increasing their positions, 353 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
+114
Holders Change %
+12.23%
% of All Funds
15.33%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.53%
New
197
Increased
374
Reduced
353
Closed
69
Calls
$1B
Puts
$1.28B
Net Calls
-$282M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
YCM
651
Yousif Capital Management
Michigan
$647K +$21.3K +77 +3%
VFA
652
Values First Advisors
Tennessee
$642K +$13.8K +50 +2%
VSQM
653
V-Square Quantitative Management
Illinois
$636K +$262K +950 +70%
CF
654
Copperwynd Financial
Arizona
$626K -$1.1K -4 -0.2%
KPWS
655
Kestra Private Wealth Services
Texas
$615K +$103K +374 +20%
GL
656
Graypoint LLC
New York
$610K +$28.4K +103 +5%
MAM
657
Morse Asset Management
Connecticut
$609K -$65.7K -238 -10%
PVH
658
Psagot Value Holdings
Israel
$607K
CG
659
Caprock Group
Idaho
$606K -$37K -134 -6%
BAM
660
Blueshift Asset Management
New Jersey
$606K -$157K -567 -21%
FTDI
661
First Trust Direct Indexing
Massachusetts
$599K +$93K +337 +18%
CI
662
Cigna Investments
Connecticut
$598K +$10.2K +37 +2%
SWM
663
Spire Wealth Management
Virginia
$596K
AWM
664
Apollon Wealth Management
South Carolina
$594K +$170K +616 +40%
MOS
665
MGO One Seven
Ohio
$593K +$120K +436 +25%
KIA
666
KCM Investment Advisors
California
$589K +$1.93K +7 +0.3%
AWA
667
Arkadios Wealth Advisors
Georgia
$588K +$34.8K +126 +6%
BPCE
668
Bank Pictet & Cie (Europe)
Germany
$588K +$36.4K +132 +7%
OWMIAS
669
One Wealth Management Investment & Advisory Services
Florida
$584K +$584K +2,116 New
Bessemer Group
670
Bessemer Group
New Jersey
$584K -$307K -1,112 -34%
GT
671
Greenleaf Trust
Michigan
$582K +$37.5K +136 +7%
FRA
672
Frank Rimerman Advisors
California
$577K
EAM
673
Evanson Asset Management
California
$570K
SP
674
Stablepoint Partners
Massachusetts
$562K +$562K +2,035 New
HPC
675
HM Payson & Co
Maine
$559K