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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
GSEP
701
Golden State Equity Partners
California
$326K +$32.5K +140 +10%
AWA
702
Arete Wealth Advisors
Illinois
$324K -$9.51K -41 -3%
LA
703
Legacy Advisors
Pennsylvania
$322K -$48.9K -211 -12%
UM
704
UniSuper Management
Australia
$322K
TA
705
Tectonic Advisors
Texas
$319K
PTC
706
Petrus Trust Company
Texas
$313K +$338K +1,456 New
FAFN
707
First Affirmative Financial Network
Colorado
$312K +$60.5K +261 +22%
TFCP
708
Twin Focus Capital Partners
Massachusetts
$312K -$8.58K -37 -2%
FFN
709
Focus Financial Network
Minnesota
$310K
CRC
710
Curi RMB Capital
Illinois
$307K +$28.5K +123 +9%
KA
711
Kovack Advisors
Florida
$302K +$58.9K +254 +22%
HCS
712
Himension Capital (Singapore)
Singapore
$302K +$326K +1,404 New
WS
713
Wedbush Securities
California
$298K +$52.6K +227 +20%
FNT
714
First National Trust
Pennsylvania
$296K +$320K +1,378 New
VWM
715
Venturi Wealth Management
Texas
$294K +$317K +1,368 New
VSQM
716
V-Square Quantitative Management
Illinois
$291K +$21.1K +91 +7%
SGA
717
Seaport Global Advisors
Massachusetts
$289K -$38.3K -165 -11%
MIH
718
Meitav Investment House
Israel
$288K
SFG
719
Synergy Financial Group
California
$285K
SCA
720
Stillwater Capital Advisors
Pennsylvania
$284K +$307K +1,324 New
IFG
721
Independent Financial Group
California
$284K -$53.6K -231 -15%
Wolverine Trading
722
Wolverine Trading
Illinois
$283K +$65.2K +281 +27%
HNB
723
Huntington National Bank
Ohio
$280K -$97.2K -419 -24%
TAM
724
Titleist Asset Management
Texas
$279K -$232 -1 -0.1%
TSW
725
Three Seasons Wealth
Utah
$278K +$300K +1,295 New