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Workday
WDAY

Overview Fund Activity

864 hedge funds and large institutions have $37.5B invested in Workday in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 336 increasing their positions, 264 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+64
Holders Change %
+8%
% of All Funds
13.83%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.67%
New
150
Increased
336
Reduced
264
Closed
71
Calls
$680M
Puts
$701M
Net Calls
-$21.6M
Net Calls Change
-$302M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$458M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$363M
3
GQG Partners
GQG Partners
Florida
+$311M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$173M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$146M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$283M
2
Goldman Sachs
Goldman Sachs
New York
-$145M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$133M
4
CAM
Contour Asset Management
New York
-$130M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWC
676
Waypoint Wealth Counsel
Georgia
$228K -$457K -2,214 -67%
Lido Advisors
677
Lido Advisors
California
$226K +$226K +1,096 New
AGC
678
Aspen Grove Capital
Colorado
$226K +$226K +1,092 New
AIM
679
Aspen Investment Management
Michigan
$222K +$222K +1,077 New
GCS
680
Gordian Capital (Singapore)
Singapore
$221K – – –
SWM
681
Sendero Wealth Management
Texas
$220K -$601K -2,910 -73%
HNB
682
Huntington National Bank
Ohio
$220K -$2.69K -13 -1%
CCA
683
Checchi Capital Advisers
California
$216K +$216K +1,047 New
IAIM
684
International Assets Investment Management
Florida
$216K +$216K +1,045 New
PGFC
685
Peapack-Gladstone Financial Corp
New Jersey
$215K +$215K +1,040 New
SAMT
686
Select Asset Management & Trust
Pennsylvania
$215K +$215K +1,043 New
TFS
687
Thoroughbred Financial Services
Tennessee
$213K +$213K +1,031 New
PTC
688
Petrus Trust Company
Texas
$211K +$211K +1,022 New
IAA
689
Independent Advisor Alliance
North Carolina
$210K +$210K +1,019 New
GDP
690
Great Diamond Partners
Maine
$210K +$210K +1,017 New
BAM
691
Bayshore Asset Management
Florida
$210K +$210K +1,016 New
DADC
692
D.A. Davidson & Co
Montana
$210K -$123K -594 -37%
OTPPB
693
Ontario Teachers' Pension Plan Board
Ontario, Canada
$207K +$207K +1,003 New
AS
694
AM Squared
Hong Kong
$207K -$41.3K -200 -17%
SWA
695
SOA Wealth Advisors
New York
$207K – – –
CGA
696
Crescent Grove Advisors
Illinois
$207K +$207K +1,000 New
AWP
697
Ascent Wealth Partners
New York
$207K +$207K +1,000 New
CWM
698
Concentric Wealth Management
California
$207K +$207K +1,000 New
GL
699
Graypoint LLC
New York
$205K +$205K +993 New
BTI
700
Blue Trust Inc
Georgia
$204K +$201K +1,201 +6,321%
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28
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