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Workday
WDAY

Overview Fund Activity

932 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, 301 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+39
Holders Change %
+4.37%
% of All Funds
14.86%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.45%
New
120
Increased
373
Reduced
301
Closed
70
Calls
$681M
Puts
$985M
Net Calls
-$303M
Net Calls Change
-$166M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$1.13B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.11B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$496M
4
Morgan Stanley
Morgan Stanley
New York
$586M
5
Tiger Global Management
Tiger Global Management
New York
$606M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$91.5M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$196M
3
EWA
EP Wealth Advisors
California
$619K
4
VanEck Associates
VanEck Associates
New York
$1.1M
5
Fidelity International
Fidelity International
Bermuda
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
726
USA Financial Formulas
Michigan
$272K +$270K +1,255 +12,550%
IAA
727
Independent Advisor Alliance
North Carolina
$271K -$41.3K -192 -13%
FW
728
FirstPurpose Wealth
Utah
$271K +$3.87K +18 +1%
OFS
729
OneAscent Financial Services
Alabama
$270K +$270K +1,258 New
1WA
730
180 Wealth Advisors
Washington
$268K +$16.3K +76 +6%
RWPA
731
Richard W. Paul & Associates
Michigan
$266K -$18.3K -85 -6%
TA
732
TKG Advisors
Indiana
$266K – – –
KCM
733
KRS Capital Management
Michigan
$265K – – –
SWM
734
SeaCrest Wealth Management
New York
$265K +$2.15K +10 +0.8%
MCM
735
MAI Capital Management
Ohio
$264K -$25.1K -117 -9%
DADC
736
D.A. Davidson & Co
Montana
$258K -$859 -4 -0.3%
GPA
737
Guerra Pan Advisors
New Jersey
$253K – – –
WWC
738
Waypoint Wealth Counsel
Georgia
$248K +$57.8K +269 +30%
AGWCA
739
Annis Gardner Whiting Capital Advisors
Florida
$247K +$247K +1,150 New
CP
740
Castleview Partners
Texas
$247K +$28.6K +133 +13%
AT
741
Arden Trust
Delaware
$244K -$15.3K -71 -6%
AFT
742
Alpha Family Trust
California
$244K – – –
IAIM
743
International Assets Investment Management
Florida
$242K +$6.69K +29 +3%
QPBE
744
Quintet Private Bank (Europe)
Luxembourg
$241K -$34.6K -161 -13%
RC
745
Rovin Capital
Arizona
$241K -$312K -1,450 -56%
AGC
746
Aspen Grove Capital
Colorado
$235K -$16.5K -77 -7%
PP
747
PDS Planning
Ohio
$231K +$2.36K +11 +1%
PCM
748
Penserra Capital Management
California
$230K -$993K -4,652 -81%
GDP
749
Great Diamond Partners
Maine
$230K -$215 -1 -0.1%
ARC
750
Advisor Resource Council
Texas
$229K -$11.2K -52 -5%
28 29
30
31 32