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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
CI Investments Inc
726
CI Investments Inc
Ontario, Canada
$278K +$169K +728 +129%
SWP
727
Stratos Wealth Partners
Ohio
$278K +$14.6K +63 +5%
AM
728
AGF Management
Ontario, Canada
$274K +$296K +1,277 New
CPIG
729
Chicago Partners Investment Group
Illinois
$272K +$2.32K +10 +0.8%
UFF
730
USA Financial Formulas
Michigan
$272K +$291K +1,255 +12,550%
IAA
731
Independent Advisor Alliance
North Carolina
$271K -$44.5K -192 -13%
FW
732
FirstPurpose Wealth
Utah
$271K +$4.17K +18 +1%
OFS
733
OneAscent Financial Services
Alabama
$270K +$292K +1,258 New
1WA
734
180 Wealth Advisors
Washington
$268K +$17.6K +76 +6%
RWPA
735
Richard W. Paul & Associates
Michigan
$266K -$19.7K -85 -6%
TA
736
TKG Advisors
Indiana
$266K
KCM
737
KRS Capital Management
Michigan
$265K
SWM
738
SeaCrest Wealth Management
New York
$265K +$2.32K +10 +0.8%
MCM
739
MAI Capital Management
Ohio
$264K -$27.1K -117 -9%
DADC
740
D.A. Davidson & Co
Montana
$258K -$928 -4 -0.3%
GPA
741
Guerra Pan Advisors
New Jersey
$253K
WWC
742
Waypoint Wealth Counsel
Georgia
$248K +$62.4K +269 +30%
AGWCA
743
Annis Gardner Whiting Capital Advisors
Florida
$247K +$267K +1,150 New
CP
744
Castleview Partners
Texas
$247K +$30.8K +133 +13%
AT
745
Arden Trust
Delaware
$244K -$16.5K -71 -6%
AFT
746
Alpha Family Trust
California
$244K
IAIM
747
International Assets Investment Management
Florida
$242K +$6.72K +29 +3%
QPBE
748
Quintet Private Bank (Europe)
Luxembourg
$241K -$37.3K -161 -13%
RC
749
Rovin Capital
Arizona
$241K -$336K -1,450 -56%
AGC
750
Aspen Grove Capital
Colorado
$235K -$17.9K -77 -7%