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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
FP
676
Financial Perspectives
Minnesota
$66.1K -$16.5M -68,538 -100%
IA
677
IFP Advisors
Florida
$65K +$8.66K +36 +15%
BCA
678
Berman Capital Advisors
Georgia
$63K +$5.29K +22 +9%
VC
679
Vestor Capital
Illinois
$62K
CWC
680
Carolinas Wealth Consulting
North Carolina
$59K +$11.1K +46 +23%
CFO
681
CVA Family Office
Colorado
$59K +$57.5K +239 +2,390%
PCH
682
Polar Capital Holdings
United Kingdom
$58.4K -$36.2M -150,410 -38%
KTC
683
Kistler-Tiffany Companies
Pennsylvania
$53K +$481 +2 +0.9%
WWMSC
684
Wagner Wealth Management (South Carolina)
South Carolina
$53K +$53.1K +221 New
PMFA
685
Plante Moran Financial Advisors
Michigan
$51K -$216K -900 -81%
IRAG
686
Investment Research & Advisory Group
Georgia
$50K
NSIM
687
North Star Investment Management
Illinois
$48K
WIM
688
Westside Investment Management
California
$48K -$26.5K -110 -8%
Fifth Third Bancorp
689
Fifth Third Bancorp
Ohio
$46K -$444K -1,847 -90%
AF
690
Allworth Financial
California
$45K +$45K +187 New
JCM
691
Jacobi Capital Management
Pennsylvania
$44K +$8.18K +34 +23%
JGIA
692
Jackson Grant Investment Advisers
Connecticut
$42K
LWCFA
693
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K +$40.9K +170 New
RE
694
RBC Europe
United Kingdom
$40.6K
Cohen & Steers
695
Cohen & Steers
New York
$39K +$3.37K +14 +9%
SWA
696
Sutton Wealth Advisors
Florida
$38.7K
BFEC
697
Benjamin F. Edwards & Company
Missouri
$38K -$3.13K -13 -8%
WOC
698
West Oak Capital
California
$38K
LAS
699
Lloyd Advisory Services
Georgia
$38K +$11.8K +49 +44%
HCM
700
Highlander Capital Management
New Jersey
$36K