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Workday

864 hedge funds and large institutions have $42.3B invested in Workday in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 330 increasing their positions, 295 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 295

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

0.98% less ownership

Funds ownership: 91.79%90.81% (-0.98%)

2% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 107

1% less funds holding

Funds holding: 875864 (-11)

11% less capital invested

Capital invested by funds: $47.6B → $42.3B (-$5.25B)

16% less call options, than puts

Call options by funds: $1.83B | Put options by funds: $2.18B

Holders
864
Holders Change
-11
Holders Change %
-1.26%
% of All Funds
13.63%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
105
Increased
330
Reduced
295
Closed
107
Calls
$1.83B
Puts
$2.18B
Net Calls
-$347M
Net Calls Change
+$569M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
751
Plante Moran Financial Advisors
Michigan
$48K -$2.86K -12 -6%
NSIM
752
North Star Investment Management
Illinois
$48K
GRP
753
Global Retirement Partners
California
$48K +$72.4K +304 New
WIM
754
Westside Investment Management
California
$47.8K
C
755
Covestor
United Kingdom
$44K +$5.72K +24 +15%
CCM
756
Covington Capital Management
California
$42K
JGIA
757
Jackson Grant Investment Advisers
Connecticut
$42K +$41.5K +174 New
Cohen & Steers
758
Cohen & Steers
New York
$41K +$5K +21 +14%
CI
759
Carroll Investors
South Carolina
$39K
SWA
760
Sutton Wealth Advisors
Florida
$38.8K
FHA
761
First Horizon Advisors
Tennessee
$38K -$147K -618 -80%
S
762
Surevest
California
$38K
LWP
763
Lumature Wealth Partners
Georgia
$36K -$730K -3,062 -95%
HCM
764
Highlander Capital Management
New Jersey
$36K
PFBT
765
Parkside Financial Bank & Trust
Missouri
$36K +$2.86K +12 +9%
FPS
766
Fieldpoint Private Securities
Connecticut
$36K +$35.7K +150 New
VCM
767
Vigilant Capital Management
Maine
$36K +$35.7K +150 New
KFS
768
Kelly Financial Services
Massachusetts
$35.4K -$4.05K -17 -10%
LC
769
Lindbrook Capital
California
$35K -$5K -21 -13%
BFEC
770
Benjamin F. Edwards & Company
Missouri
$35K -$477 -2 -1%
WOC
771
West Oak Capital
California
$34K
BFC
772
Bedel Financial Consulting
Indiana
$33K
CCA
773
Catalyst Capital Advisors
New York
$32K +$6.43K +27 +25%
MAM
774
Meeder Asset Management
Ohio
$31K +$2.86K +12 +10%
SIM
775
Sentry Investment Management
Wisconsin
$31K +$30.7K +129 New