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Workday
WDAY

Overview Fund Activity

800 hedge funds and large institutions have $29.9B invested in Workday in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 265 increasing their positions, 304 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
12.91%
Holding in Top 10
41
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.66%
New
125
Increased
265
Reduced
304
Closed
93
Calls
$1.28B
Puts
$998M
Net Calls
+$281M
Net Calls Change
+$265M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$449M
2
Invesco
2
Invesco
Georgia
$228M
3
Harris Associates
3
Harris Associates
Illinois
$512M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$683M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$127M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.53B
2
SCM
2
Steadfast Capital Management
New York
$60.4M
3
SGM
3
Skye Global Management
Florida
$2.68M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
ClearBridge Investments
5
ClearBridge Investments
New York
$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
751
Capital Advisors Ltd
Ohio
$7K -$500 -3 -7%
MPWT
752
MassMutual Private Wealth & Trust
Connecticut
$7K +$1.33K +8 +24%
SCA
753
Stonebridge Capital Advisors
Minnesota
$6.69K +$335 +2 +5%
OC
754
Oakworth Capital
Alabama
$6.53K – – –
JFA
755
JNBA Financial Advisors
Minnesota
$5.86K – – –
BFEC
756
Benjamin F. Edwards & Company
Missouri
$5K -$15.6K -97 -76%
AWM
757
Accurate Wealth Management
Florida
$4.97K +$4.97K +31 New
AAP
758
Arax Advisory Partners
Colorado
$4.69K -$1.34K -8 -22%
JWA
759
JFS Wealth Advisors
Pennsylvania
$4.69K – – –
RFG
760
RFP Financial Group
Georgia
$4.35K +$4.35K +26 New
TWM
761
Tradition Wealth Management
Minnesota
$4K +$364 +2 +10%
JMF
762
Johnson Midwest Financial
Iowa
$4K +$4K +21 New
BCMLT
763
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.51K +$3.51K +21 New
HGWM
764
Harvest Group Wealth Management
Massachusetts
$3.35K – – –
DCM
765
Davidson Capital Management
Texas
$3.18K – – –
PWS
766
Paragon Wealth Strategies
Florida
$3.18K +$3.18K +19 New
PWMG
767
Prestige Wealth Management Group
New Jersey
$3.18K +$3.18K +19 New
CYG
768
Clean Yield Group
Vermont
$3.01K – – –
BTI
769
Blue Trust Inc
Georgia
$3K -$6K -38 -67%
AIM
770
Anchor Investment Management
South Carolina
$2.51K – – –
BWM
771
BerganKDV Wealth Management
Minnesota
$2.51K +$335 +2 +15%
RBC
772
Romano Brothers & Co
Illinois
$2.51K +$2.51K +15 New
FWM
773
Focused Wealth Management
New York
$2.34K +$1.67K +10 +250%
AF
774
Advisornet Financial
Minnesota
$2.18K -$25.3K -151 -92%
PO
775
Private Ocean
California
$2.01K +$2.01K +12 New
29 30
31
32 33