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Workday
WDAY

Overview Fund Activity

893 hedge funds and large institutions have $41B invested in Workday in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 289 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+29
Holders Change %
+3.36%
% of All Funds
14.08%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
0.58%
New
127
Increased
336
Reduced
289
Closed
90
Calls
$580M
Puts
$718M
Net Calls
-$138M
Net Calls Change
-$116M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$875M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$541M
3
Artisan Partners
Artisan Partners
Wisconsin
+$259M
4
Macquarie Group
Macquarie Group
Australia
+$132M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$99.9M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$381M
2
Citadel Advisors
Citadel Advisors
Florida
-$288M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$204M
4
Harris Associates
Harris Associates
Illinois
-$200M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
701
Wealthcare Advisory Partners
Pennsylvania
$235K -$17.6K -78 -7%
SWM
702
Sendero Wealth Management
Texas
$233K -$7.91K -35 -3%
CMBA
703
C.M. Bidwell & Associates
Hawaii
$233K +$71.4K +316 +44%
BAM
704
Blueshift Asset Management
New Jersey
$232K +$232K +1,028 New
IAIM
705
International Assets Investment Management
Florida
$230K -$5.87K -26 -2%
CP
706
Castleview Partners
Texas
$229K +$147K +651 +179%
BAM
707
Bayshore Asset Management
Florida
$229K – – –
FHA
708
Flagship Harbor Advisors
Massachusetts
$227K -$22.4K -99 -9%
CWM
709
Concentric Wealth Management
California
$226K – – –
AWP
710
Ascent Wealth Partners
New York
$226K – – –
CGA
711
Crescent Grove Advisors
Illinois
$226K – – –
SWA
712
SOA Wealth Advisors
New York
$226K – – –
VCM
713
Virtue Capital Management
Tennessee
$226K -$16.5K -74 -7%
TFS
714
Thoroughbred Financial Services
Tennessee
$225K -$7.21K -32 -3%
CG
715
Caprock Group
Idaho
$223K -$471K -2,086 -68%
DDPIC
716
Deroy & Devereaux Private Investment Counsel
Michigan
$222K – – –
DWT
717
Dorsey & Whitney Trust
South Dakota
$222K +$222K +981 New
CSC
718
Caldwell Sutter Capital
California
$220K – – –
PMG
719
ProVise Management Group
Florida
$219K – – –
AAIS
720
ABN AMRO Investment Solutions
$217K +$217K +962 New
NWA
721
New World Advisors
Massachusetts
$217K +$217K +959 New
PPC
722
Park Place Capital
Alabama
$209K -$6.78K -30 -3%
WIM
723
Westside Investment Management
California
$208K – – –
PVI
724
Pine Valley Investments
New Jersey
$206K +$206K +911 New
YMRC
725
Yorktown Management & Research Company
Virginia
$203K +$203K +900 New
27 28
29
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