We are live on ! Find out more
WDAY icon

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
BFM
676
Boothbay Fund Management
New York
$377K +$407K +1,754 New
GG
677
Golden Green
South Carolina
$377K -$4.41K -19 -1%
EP
678
Essential Planning
New Hampshire
$372K
MOS
679
MGO One Seven
Ohio
$368K +$58.9K +254 +17%
GAM
680
Gemmer Asset Management
California
$367K
FFS
681
Founders Financial Securities
Maryland
$362K +$29.7K +128 +8%
HI
682
Horizon Investments
North Carolina
$362K +$32.5K +140 +9%
HFM
683
Hartford Funds Management
Pennsylvania
$361K +$21.6K +93 +6%
DF
684
Donoghue Forlines
Massachusetts
$359K -$1.44M -6,227 -79%
TCM
685
Teza Capital Management
Illinois
$355K +$383K +1,651 New
Bank Julius Baer & Co
686
Bank Julius Baer & Co
Switzerland
$354K -$27.1K -117 -7%
Lido Advisors
687
Lido Advisors
California
$349K +$60.3K +260 +19%
CWM
688
Congress Wealth Management
Massachusetts
$348K +$4.41K +19 +1%
AFAS
689
Acorn Financial Advisory Services
Virginia
$346K -$27.8K -120 -7%
QCM
690
QRG Capital Management
Illinois
$345K +$373K +1,608 New
BP
691
Ballentine Partners
Massachusetts
$343K +$8.81K +38 +2%
PFS
692
Prospera Financial Services
Texas
$343K +$370K +1,596 New
CGL
693
Clarius Group LLC
Washington
$341K -$2.32K -10 -0.6%
SSWM
694
Sheets Smith Wealth Management
North Carolina
$340K +$367K +1,583 New
FAIM
695
Financial Advocates Investment Management
Washington
$340K -$27.1K -117 -7%
CGIM
696
Capital Group Investment Management
Singapore
$338K
BCM
697
BluePath Capital Management
Georgia
$333K +$359K +1,550 New
AWM
698
Apollon Wealth Management
South Carolina
$330K -$27.1K -117 -7%
AR
699
Advisory Research
Illinois
$330K -$7.42K -32 -2%
TFS
700
Thoroughbred Financial Services
Tennessee
$328K +$122K +528 +53%