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Workday
WDAY

Overview Fund Activity

787 hedge funds and large institutions have $42.5B invested in Workday in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 290 increasing their positions, 269 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+7
Holders Change %
+0.9%
% of All Funds
13.86%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.41%
New
105
Increased
290
Reduced
269
Closed
88
Calls
$682M
Puts
$1.16B
Net Calls
-$475M
Net Calls Change
-$544M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$535M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$478M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$385M
4
ClearBridge Investments
ClearBridge Investments
New York
+$339M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$282M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$457M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$170M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
4
GIM
Generation Investment Management
United Kingdom
-$119M
5
Harris Associates
Harris Associates
Illinois
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
751
Edge Wealth Management
New York
$6K – – –
PFBT
752
Parkside Financial Bank & Trust
Missouri
$6K +$250 +1 +4%
BWP
753
Baldwin Wealth Partners
Massachusetts
$6K +$6K +24 New
HGWM
754
Harvest Group Wealth Management
Massachusetts
$6K +$6K +25 New
TWA
755
TCI Wealth Advisors
Arizona
$5K -$9.25K -37 -65%
PA
756
Perennial Advisors
New York
$5K – – –
PFA
757
Professional Financial Advisors
Nebraska
$5K – – –
SIAP
758
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K +$5K +20 New
RWB
759
RMR Wealth Builders
New Jersey
$5K +$5K +20 New
Nisa Investment Advisors
760
Nisa Investment Advisors
Missouri
$4.58K +$2.93K +11,800 +177%
SCA
761
Stonebridge Capital Advisors
Minnesota
$4K +$4K +15 New
AWM
762
Activest Wealth Management
Florida
$4K +$4K +17 New
VNA
763
Valley National Advisers
Pennsylvania
$4K +$4K +18 New
AIM
764
Anchor Investment Management
South Carolina
$3.73K – – –
BWM
765
BerganKDV Wealth Management
Minnesota
$3K – – –
TF
766
TimeScale Financial
Massachusetts
$3K +$3K +11 New
KFS
767
Kelly Financial Services
Massachusetts
$2.98K -$248 -1 -8%
BBHC
768
Brown Brothers Harriman & Co
New York
$2.91K +$173 +695 +6%
AIG
769
American International Group
New York
$2.81K -$92 -370 -3%
BCH
770
Berkshire Capital Holdings
California
$2K – – –
BWM
771
Baystate Wealth Management
Massachusetts
$2K – – –
MFT
772
Moisand Fitzgerald Tamayo
Florida
$2K – – –
CB
773
CNB Bank
Pennsylvania
$2K – – –
APWA
774
Atlas Private Wealth Advisors
New Jersey
$2K – – –
SFO
775
Standard Family Office
South Dakota
$2K +$200 +1 +11%
29 30
31
32 33