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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 %
GIA
801
GHP Investment Advisors
Colorado
$15.5K
EARNEST Partners
802
EARNEST Partners
Georgia
$15.5K
AWM
803
Accel Wealth Management
Iowa
$15.3K
MC
804
Moors & Cabot
Massachusetts
$14.5K +$14.5K +70 New
SIS
805
Sound Income Strategies
Florida
$13.6K
AF
806
Advisornet Financial
Minnesota
$13.4K +$10.7K +52 +400%
OA
807
Operose Advisors
Wisconsin
$13.4K +$13.4K +65 New
NHT
808
New Hampshire Trust
New Hampshire
$13K
GEA
809
Glen Eagle Advisors
New Jersey
$12K -$2.89K -14 -19%
BWM
810
Baystate Wealth Management
Massachusetts
$11.8K +$9.71K +47 +470%
RI
811
Ridgewood Investments
New Jersey
$11.6K +$11.6K +56 New
JWM
812
Janiczek Wealth Management
Colorado
$11.4K -$970 -5 -8%
IGWM
813
ICA Group Wealth Management
Colorado
$11.4K -$60.1K -291 -84%
HWA
814
Heritage Wealth Advisors
Virginia
$11.4K
CAL
815
Capital Advisors Ltd
Ohio
$11K +$1.94K +9 +21%
NFSG
816
Newbridge Financial Services Group
Florida
$10.7K
WT
817
Washington Trust
Rhode Island
$10.1K +$1.45K +7 +17%
MPWT
818
MassMutual Private Wealth & Trust
Connecticut
$8.68K
CCP
819
Carmel Capital Partners
California
$8.68K +$8.68K +42 New
SCA
820
Stonebridge Capital Advisors
Minnesota
$8.26K
OC
821
Oakworth Capital
Alabama
$8.06K
JFA
822
JNBA Financial Advisors
Minnesota
$7.23K
GBT
823
Grove Bank & Trust
Florida
$6.82K +$6.82K +33 New
BFEC
824
Benjamin F. Edwards & Company
Missouri
$6K
JWA
825
JFS Wealth Advisors
Pennsylvania
$5.78K