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Workday

1,046 hedge funds and large institutions have $51.3B invested in Workday in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 374 increasing their positions, 353 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
+114
Holders Change %
+12.23%
% of All Funds
15.33%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.53%
New
197
Increased
374
Reduced
353
Closed
69
Calls
$1B
Puts
$1.28B
Net Calls
-$282M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
701
Hartford Funds Management
Pennsylvania
$499K +$35.1K +127 +8%
PWM
702
Perigon Wealth Management
California
$498K -$15.5K -56 -3%
PAI
703
Pittenger & Anderson Inc
Nebraska
$496K +$3.59K +13 +0.7%
HI
704
Horizon Investments
North Carolina
$495K +$30.4K +110 +7%
CP
705
Covenant Partners
Tennessee
$493K
FIM
706
Fernwood Investment Management
Massachusetts
$485K
GCP
707
GSA Capital Partners
United Kingdom
$483K -$1.66M -6,017 -77%
CCM
708
Coldstream Capital Management
Washington
$481K +$481K +1,744 New
EP
709
Essential Planning
New Hampshire
$478K
KeyBank National Association
710
KeyBank National Association
Ohio
$473K -$91.9K -333 -16%
GAM
711
Gemmer Asset Management
California
$471K
LA
712
Legacy Advisors
Pennsylvania
$470K +$56.3K +204 +14%
PGFC
713
Peapack-Gladstone Financial Corp
New Jersey
$469K -$114K -413 -20%
PFS
714
Prospera Financial Services
Texas
$468K +$27.1K +98 +6%
TSW
715
Three Seasons Wealth
Utah
$464K +$106K +384 +30%
WWM
716
Whalen Wealth Management
Nevada
$460K +$460K +1,666 New
LA
717
LM Advisors
California
$459K +$459K +1,661 New
CWM
718
Congress Wealth Management
Massachusetts
$458K +$10.8K +39 +2%
FFN
719
Focus Financial Network
Minnesota
$457K +$59.4K +215 +15%
BP
720
Ballentine Partners
Massachusetts
$456K +$15.2K +55 +3%
IG
721
ING Group
Netherlands
$447K -$10.5M -38,029 -96%
TFS
722
Thoroughbred Financial Services
Tennessee
$447K +$25.9K +94 +6%
AFAS
723
Acorn Financial Advisory Services
Virginia
$446K +$1.1K +4 +0.2%
VIM
724
VELA Investment Management
Ohio
$446K +$446K +1,614 New
BW
725
BIP Wealth
Georgia
$442K -$60.2K -218 -12%