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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 %
BCM
726
BluePath Capital Management
Georgia
$435K +$6.37K +23 +1%
CGL
727
Clarius Group LLC
Washington
$435K -$3.87K -14 -0.9%
CGIM
728
Capital Group Investment Management
Singapore
$434K
JSC
729
Jackson Square Capital
California
$429K -$493K -1,786 -53%
MS
730
Maven Securities
Jersey
$428K -$327K -1,186 -43%
AWA
731
Arete Wealth Advisors
Illinois
$417K +$1.1K +4 +0.3%
WWC
732
Waypoint Wealth Counsel
Georgia
$415K +$96.1K +348 +30%
UM
733
UniSuper Management
Australia
$414K
LCS
734
Levin Capital Strategies
New York
$414K +$414K +1,500 New
VC
735
Veracity Capital
Georgia
$414K +$414K +1,499 New
TCBWMS
736
Texas Capital Bank Wealth Management Services
Texas
$412K -$282K -1,023 -41%
SSWM
737
Sheets Smith Wealth Management
North Carolina
$411K -$26.5K -96 -6%
TA
738
Tectonic Advisors
Texas
$409K -$1.1K -4 -0.3%
TI
739
TTP Investments
California
$409K -$287K -1,040 -41%
MCM
740
MAI Capital Management
Ohio
$407K +$67.4K +244 +20%
IAS
741
Insigneo Advisory Services
Florida
$403K +$403K +1,461 New
PF
742
Phoenix Financial
Israel
$403K +$403K +1,460 New
VWM
743
Venturi Wealth Management
Texas
$403K +$25.1K +91 +7%
FNT
744
First National Trust
Pennsylvania
$401K +$20.7K +75 +5%
WAG
745
Wallace Advisory Group
California
$400K -$17.6K -82 -4%
FAFN
746
First Affirmative Financial Network
Colorado
$399K -$1.66K -6 -0.4%
MFIM
747
Mesirow Financial Investment Management
Illinois
$392K +$392K +1,421 New
WS
748
Wedbush Securities
California
$390K +$6.9K +25 +2%
CRC
749
Curi RMB Capital
Illinois
$390K -$4.69K -17 -1%
MIH
750
Meitav Investment House
Israel
$387K +$9.94K +36 +3%