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Workday
WDAY

Overview Fund Activity

1,068 hedge funds and large institutions have $44B invested in Workday in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 472 increasing their positions, 323 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+37
Holders Change %
+3.59%
% of All Funds
15.45%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.48%
New
135
Increased
472
Reduced
323
Closed
88
Calls
$995M
Puts
$1.39B
Net Calls
-$395M
Net Calls Change
-$240M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$392M
2
Polen Capital Management
Polen Capital Management
Florida
+$336M
3
GIM
Generation Investment Management
United Kingdom
+$272M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$258M
5
Marshall Wace
Marshall Wace
United Kingdom
+$192M

Top Sellers

1
MCMC
Matrix Capital Management Company
New Hampshire
-$355M
2
Goldman Sachs
Goldman Sachs
New York
-$258M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$225M
4
Franklin Resources
Franklin Resources
California
-$195M
5
Amundi
Amundi
France
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
751
Focus Financial Network
Minnesota
$405K – – –
AIM
752
Aspen Investment Management
Michigan
$403K – – –
IWC
753
Integrated Wealth Concepts
Massachusetts
$402K +$31.8K +130 +9%
MWM
754
Meridian Wealth Management
Kentucky
$399K +$2.69K +11 +0.7%
CP
755
Castleview Partners
Texas
$398K +$148K +605 +59%
LA
756
Legacy Advisors
Pennsylvania
$398K +$21.8K +89 +6%
IA
757
IFP Advisors
Florida
$397K +$113K +462 +40%
HSA
758
HBK Sorce Advisory
Pennsylvania
$393K +$41.6K +170 +12%
IAA
759
Independent Advisor Alliance
North Carolina
$392K +$15.6K +64 +4%
MIS
760
Morningstar Investment Services
Illinois
$392K +$392K +1,610 New
FIM
761
Fernwood Investment Management
Massachusetts
$391K -$37.9K -155 -9%
PWM
762
Perigon Wealth Management
California
$389K +$389K +1,593 New
RWS
763
Resolute Wealth Strategies
Mississippi
$388K -$244K -1,000 -39%
AFAS
764
Acorn Financial Advisory Services
Virginia
$388K -$1.47K -6 -0.4%
LS
765
Livforsakringsbolaget Skandia
Sweden
$388K +$281K +1,151 +264%
BAMCO Inc
766
BAMCO Inc
New York
$386K -$103K -422 -21%
SWM
767
Salvus Wealth Management
New Jersey
$384K +$156K +638 +68%
SIM
768
Sentry Investment Management
Wisconsin
$383K – – –
ACGA
769
Atlanta Consulting Group Advisors
Georgia
$383K +$383K +1,567 New
CGL
770
Clarius Group LLC
Washington
$382K – – –
HIP
771
HUB Investment Partners
Texas
$380K +$380K +1,556 New
CP
772
Covenant Partners
Tennessee
$377K – – –
DWT
773
Dorsey & Whitney Trust
South Dakota
$376K +$123K +505 +49%
Empower Advisory Group
774
Empower Advisory Group
Colorado
$376K -$27.1K -111 -7%
GSEP
775
Golden State Equity Partners
California
$373K -$62.3K -255 -14%
29 30
31
32 33