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Workday

864 hedge funds and large institutions have $37.5B invested in Workday in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 336 increasing their positions, 264 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+64
Holders Change %
+8%
% of All Funds
13.83%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.67%
New
150
Increased
336
Reduced
264
Closed
71
Calls
$680M
Puts
$701M
Net Calls
-$21.6M
Net Calls Change
-$302M
Name Holding Trade Value Shares
Change
Shares
Change %
CLOS
751
Compagnie Lombard Odier SCmA
Switzerland
$58K -$94.4K -457 -62%
FP
752
Financial Perspectives
Minnesota
$57.2K
PTC
753
Private Trust Company
Ohio
$55.1K -$6.61K -32 -11%
KSWA
754
Kathleen S. Wright Associates
Pennsylvania
$51.6K
KFS
755
Kelly Financial Services
Massachusetts
$50K +$2.07K +10 +4%
TCWA
756
Ten Capital Wealth Advisors
Washington
$48.1K +$48.1K +233 New
BF
757
BOK Financial
Oklahoma
$47.9K +$47.9K +232 New
NSIM
758
North Star Investment Management
Illinois
$46.5K
FRA
759
Front Row Advisors
California
$44K
GWS
760
Glassman Wealth Services
Virginia
$44K +$413 +2 +0.9%
IRAG
761
Investment Research & Advisory Group
Georgia
$43.2K
SSB
762
Sandy Spring Bank
Maryland
$41.3K -$12.4K -60 -23%
AWM
763
AllSquare Wealth Management
New York
$39.4K +$5.78K +28 +17%
CM
764
Capula Management
Cayman Islands
$39.3K -$606K -2,926 -94%
GRP
765
Global Retirement Partners
California
$38.3K -$16.1K -88 -30%
First Manhattan
766
First Manhattan
New York
$37.2K +$37.2K +180 New
CFO
767
CVA Family Office
Colorado
$35.7K +$9.71K +47 +37%
Cohen & Steers
768
Cohen & Steers
New York
$35K
MCM
769
Manchester Capital Management
Vermont
$34.1K +$34.1K +165 New
FDCC
770
Foster Dykema Cabot & Co
Massachusetts
$33K +$33K +160 New
HCM
771
Highlander Capital Management
New Jersey
$31K
PA
772
PSI Advisors
Florida
$31K
C
773
Covestor
United Kingdom
$30K -$3.36K -16 -10%
VNA
774
Valley National Advisers
Pennsylvania
$30K +$13.7K +72 +84%
WOC
775
West Oak Capital
California
$28.9K +$28.9K +140 New