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Workday

795 hedge funds and large institutions have $43.4B invested in Workday in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 345 increasing their positions, 217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+10
Holders Change %
+1.27%
% of All Funds
13.96%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.46%
New
92
Increased
345
Reduced
217
Closed
71
Calls
$1.99B
Puts
$2.55B
Net Calls
-$559M
Net Calls Change
-$356M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
701
AssetMark Inc
California
$41K +$31.1K +126 +315%
SWA
702
Sutton Wealth Advisors
Florida
$40.5K
WOC
703
West Oak Capital
California
$40K
BFEC
704
Benjamin F. Edwards & Company
Missouri
$38K -$1.23K -5 -3%
HCM
705
Highlander Capital Management
New Jersey
$37K
PA
706
PSI Advisors
Florida
$37K +$37K +150 New
CFA
707
Carroll Financial Associates
North Carolina
$35K +$496 +2 +1%
BFC
708
Bedel Financial Consulting
Indiana
$34K
ME
709
McIlrath & Eck
Washington
$31K
LWCFA
710
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K -$13.9K -55 -32%
Cohen & Steers
711
Cohen & Steers
New York
$29K -$11.9K -47 -29%
CCA
712
Catalyst Capital Advisors
New York
$29K +$1.26K +5 +5%
TPCW
713
TD Private Client Wealth
New York
$28.5K
DFCM
714
Dark Forest Capital Management
Puerto Rico
$28K +$28K +111 New
CPC
715
Consolidated Planning Corp
Georgia
$27K +$27K +107 New
IFAM
716
Institutional & Family Asset Management
Colorado
$26K
PCG
717
Private Capital Group
Connecticut
$26K +$252 +1 +1%
AF
718
Advisornet Financial
Minnesota
$25K -$63.3K -253 -72%
TH
719
TCTC Holdings
Texas
$25K
PCFFS
720
Pacific Center for Financial Services
California
$25K
TFS
721
TrustCore Financial Services
Tennessee
$25K
SN
722
Sittner & Nelson
Oregon
$25K
KFS
723
Kelly Financial Services
Massachusetts
$23.5K -$4.45M -17,812 -99%
GWS
724
Glassman Wealth Services
Virginia
$23K +$2.69K +11 +13%
TFIPS
725
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.5K