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Workday
WDAY

Overview Fund Activity

780 hedge funds and large institutions have $40.5B invested in Workday in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 308 increasing their positions, 202 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+85
Holders Change %
+12.23%
% of All Funds
13.84%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.44%
New
162
Increased
308
Reduced
202
Closed
71
Calls
$1.03B
Puts
$958M
Net Calls
+$68.9M
Net Calls Change
-$80.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.2B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1B
3
KBC Group
KBC Group
Belgium
$600M
4
ClearBridge Investments
ClearBridge Investments
New York
$262M
5
SC
Sculptor Capital
New York
$211M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2B
2
Goldman Sachs
Goldman Sachs
New York
$717M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.28B
4
Holocene Advisors
Holocene Advisors
New York
$0
5
Citadel Advisors
Citadel Advisors
Florida
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
751
Ellevest Inc
New York
$5K – – –
JWM
752
Janiczek Wealth Management
Colorado
$5K +$3K +12 +150%
AssetMark Inc
753
AssetMark Inc
California
$5K +$5K +19 New
TWM
754
Tradition Wealth Management
Minnesota
$5K +$5K +20 New
WT
755
Washington Trust
Rhode Island
$5K +$5K +21 New
PA
756
Perennial Advisors
New York
$5K +$5K +22 New
FHC
757
First Horizon Corporation
Tennessee
$4K -$1.65K -7 -29%
LAS
758
Lloyd Advisory Services
Georgia
$4K – – –
AIM
759
Anchor Investment Management
South Carolina
$3.59K – – –
KFS
760
Kelly Financial Services
Massachusetts
$3.12K +$3.12K +13 New
BWM
761
BerganKDV Wealth Management
Minnesota
$3K – – –
BFC
762
Bedel Financial Consulting
Indiana
$3K – – –
AIG
763
American International Group
New York
$2.8K +$257 +1,071 +10%
BWM
764
Baystate Wealth Management
Massachusetts
$2K – – –
APWA
765
Atlas Private Wealth Advisors
New Jersey
$2K – – –
MFT
766
Moisand Fitzgerald Tamayo
Florida
$2K – – –
CB
767
CNB Bank
Pennsylvania
$2K +$2K +7 New
RWA
768
Ropes Wealth Advisors
Massachusetts
$2K +$2K +8 New
SFO
769
Standard Family Office
South Dakota
$2K +$2K +9 New
IA
770
Inspire Advisors
Idaho
$2K +$2K +9 New
BCH
771
Berkshire Capital Holdings
California
$2K +$2K +10 New
UFF
772
USA Financial Formulas
Michigan
$1K -$250 -1 -20%
APC
773
Aspire Private Capital
North Carolina
$1K – – –
HCP
774
Hexagon Capital Partners
Arkansas
$1K – – –
RA
775
Resolute Advisors
California
$1K +$1K +3 New
29 30
31
32 33