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Workday

937 hedge funds and large institutions have $39.7B invested in Workday in 2023 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 373 increasing their positions, 305 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 70

22% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 305

4% more funds holding

Funds holding: 898937 (+39)

0.75% more ownership

Funds ownership: 88.52%89.27% (+0.75%)

3% less capital invested

Capital invested by funds: $41B → $39.7B (-$1.28B)

24% less funds holding in top 10

Funds holding in top 10: 3728 (-9)

31% less call options, than puts

Call options by funds: $681M | Put options by funds: $985M

Holders
937
Holders Change
+39
Holders Change %
+4.34%
% of All Funds
14.87%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.44%
New
120
Increased
373
Reduced
305
Closed
70
Calls
$681M
Puts
$985M
Net Calls
-$303M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
751
PDS Planning
Ohio
$231K +$2.55K +11 +1%
PCM
752
Penserra Capital Management
California
$230K -$1.08M -4,652 -81%
GDP
753
Great Diamond Partners
Maine
$230K -$232 -1 -0.1%
ARC
754
Advisor Resource Council
Texas
$229K -$12.1K -52 -5%
GCS
755
Gordian Capital (Singapore)
Singapore
$226K
VCM
756
Virtue Capital Management
Tennessee
$226K
AFG
757
Atomi Financial Group
New York
$225K +$243K +1,048 New
SAMT
758
Select Asset Management & Trust
Pennsylvania
$224K
DC
759
Diametric Capital
Massachusetts
$224K +$241K +1,041 New
FHA
760
Flagship Harbor Advisors
Massachusetts
$221K +$5.8K +25 +2%
DWM
761
Dakota Wealth Management
Florida
$221K -$3.25K -14 -1%
DWT
762
Dorsey & Whitney Trust
South Dakota
$221K +$11.1K +48 +5%
CCA
763
Checchi Capital Advisers
California
$220K -$4.41K -19 -2%
WBC
764
Westpac Banking Corp
Australia
$220K -$1.59M -6,869 -87%
CMBA
765
C.M. Bidwell & Associates
Hawaii
$220K -$1.85K -8 -0.8%
BWP
766
BSW Wealth Partners
Colorado
$219K +$236K +1,017 New
BAM
767
Bayshore Asset Management
Florida
$218K
IA
768
IFP Advisors
Florida
$217K -$32.9K -142 -12%
WAP
769
Wealthcare Advisory Partners
Pennsylvania
$217K -$7.88K -34 -3%
SIC
770
Schwartz Investment Counsel
Michigan
$215K -$23.2K -100 -9%
WPC
771
Wedmont Private Capital
Pennsylvania
$213K +$227K +978 New
DDPIC
772
Deroy & Devereaux Private Investment Counsel
Michigan
$211K
SQA
773
Simon Quick Advisors
New Jersey
$209K +$226K +973 New
CSC
774
Caldwell Sutter Capital
California
$209K
EI
775
Ellevest Inc
New York
$207K +$224K +964 New