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Workday

1,046 hedge funds and large institutions have $51.3B invested in Workday in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 374 increasing their positions, 353 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
+114
Holders Change %
+12.23%
% of All Funds
15.33%
Holding in Top 10
36
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+28.57%
% of All Funds
0.53%
New
197
Increased
374
Reduced
353
Closed
69
Calls
$1B
Puts
$1.28B
Net Calls
-$282M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CGIM
751
Cannon Global Investment Management
Florida
$386K +$386K +1,400 New
CIS
752
Custom Index Systems
New York
$373K +$373K +1,351 New
PTC
753
Petrus Trust Company
Texas
$371K -$30.6K -111 -8%
GWSG
754
GPS Wealth Strategies Group
Colorado
$371K +$112K +405 +43%
AP
755
Americana Partners
Texas
$369K -$182K -662 -33%
CA
756
Clearstead Advisors
Ohio
$369K -$391K -1,415 -51%
SCA
757
Stillwater Capital Advisors
Pennsylvania
$366K
FW
758
FirstPurpose Wealth
Utah
$365K +$16.6K +60 +5%
OTL
759
Oak Thistle LLC
New York
$361K -$887K -3,214 -71%
SFG
760
Synergy Financial Group
California
$361K -$6.07K -22 -2%
ACS
761
Archford Capital Strategies
Illinois
$360K -$624K -2,259 -63%
EA
762
Everpar Advisors
Oklahoma
$359K +$359K +1,299 New
PL
763
Perpetual Ltd
Australia
$356K +$356K +1,291 New
IAA
764
Independent Advisor Alliance
North Carolina
$354K +$5.52K +20 +2%
AGWCA
765
Annis Gardner Whiting Capital Advisors
Florida
$352K +$34.5K +125 +11%
CPIG
766
Chicago Partners Investment Group
Illinois
$348K -$35.5K -120 -9%
DADC
767
D.A. Davidson & Co
Montana
$343K +$11.6K +42 +4%
TA
768
TKG Advisors
Indiana
$342K
RWPA
769
Richard W. Paul & Associates
Michigan
$337K -$5.52K -20 -2%
DWM
770
Dakota Wealth Management
Florida
$335K +$51.1K +185 +18%
1WA
771
180 Wealth Advisors
Washington
$335K
PPWP
772
Premier Path Wealth Partners
New Jersey
$334K +$334K +1,209 New
KCM
773
KRS Capital Management
Michigan
$327K -$13.8K -50 -4%
HNB
774
Huntington National Bank
Ohio
$327K -$33.1K -120 -9%
Lido Advisors
775
Lido Advisors
California
$326K -$122K -443 -27%