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Workday

790 hedge funds and large institutions have $41.3B invested in Workday in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 235

4% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 78

0% less funds holding

Funds holding: 792790 (-2)

3% less capital invested

Capital invested by funds: $42.6B → $41.3B (-$1.25B)

1.44% less ownership

Funds ownership: 93.19%91.75% (-1.4%)

12% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.76B

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

Holders
790
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
13.75%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.33%
New
81
Increased
333
Reduced
235
Closed
78
Calls
$1.56B
Puts
$1.76B
Net Calls
-$204M
Net Calls Change
+$271M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
751
Cranbrook Wealth Management
Michigan
$9K
OC
752
Oakworth Capital
Alabama
$9K
JFA
753
JNBA Financial Advisors
Minnesota
$8K
RIM
754
Rockbridge Investment Management
New York
$8K
PFBT
755
Parkside Financial Bank & Trust
Missouri
$8K +$2.16K +9 +38%
VNA
756
Valley National Advisers
Pennsylvania
$8K +$3.85K +16 +89%
EBA
757
Eagle Bay Advisors
New York
$8K +$6.97K +29 New
LPWM
758
Lake Point Wealth Management
Texas
$8K +$7.94K +33 New
LS
759
Leelyn Smith
Illinois
$7K
PFGIA
760
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$509K -2,115 -99%
AWA
761
Arkadios Wealth Advisors
Georgia
$6K -$1.68K -7 -21%
BWP
762
Baldwin Wealth Partners
Massachusetts
$6K
EWM
763
Edge Wealth Management
New York
$6K
Nisa Investment Advisors
764
Nisa Investment Advisors
Missouri
$5.04K +$641K +2,665 +14%
JWM
765
Janiczek Wealth Management
Colorado
$5K -$3.61K -15 -39%
PA
766
Perennial Advisors
New York
$5K
SIAP
767
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K
MCM
768
Manchester Capital Management
Vermont
$5K +$5.53K +23 New
CWP
769
Concord Wealth Partners
Virginia
$4K +$1.2K +5 +50%
CYG
770
Clean Yield Group
Vermont
$4K +$4.33K +18 New
AIM
771
Anchor Investment Management
South Carolina
$3.58K
BWM
772
BerganKDV Wealth Management
Minnesota
$3K
LF
773
Lee Financial
Texas
$3K +$2.89K +12 New
BBHC
774
Brown Brothers Harriman & Co
New York
$2.87K +$73.3K +305 +3%
AIG
775
American International Group
New York
$2.83K +$137K +568 +5%