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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
QCG
801
Quadrant Capital Group
Ohio
$101K -$5.1K -22 -4%
HWM
802
HighMark Wealth Management
Minnesota
$98.6K
WTA
803
Washington Trust Advisors
Massachusetts
$95.6K +$25.7K +111 +33%
CAL
804
Capital Analysts LLC
Pennsylvania
$92K +$28.8K +124 +41%
TAM
805
Tucker Asset Management
Colorado
$90.9K +$97.6K +421 +21,050%
MIFH
806
Migdal Insurance & Financial Holdings
Israel
$87K -$13K -56 -12%
EDRH
807
Edmond de Rothschild Holding
Switzerland
$85.3K +$3.94K +17 +4%
BTI
808
Blue Trust Inc
Georgia
$81K +$39K +168 +88%
JPWM
809
Jamison Private Wealth Management
Georgia
$79.9K +$86.3K +372 New
WPWM
810
Western Pacific Wealth Management
Illinois
$77.3K -$85.8K -370 -51%
CWC
811
Carolinas Wealth Consulting
North Carolina
$74.2K +$26.9K +116 +50%
HIIFS
812
Harel Insurance Investments & Financial Services
Israel
$74K -$794K -3,424 -91%
FHA
813
First Horizon Advisors
Tennessee
$73K -$14.4K -62 -15%
BAAM
814
Baker Avenue Asset Management
California
$72.2K -$48.7K -210 -38%
GRP
815
Global Retirement Partners
California
$69.5K +$31.3K +135 +69%
AWM
816
Atticus Wealth Management
Florida
$64.9K -$3.25K -14 -4%
LS
817
Livforsakringsbolaget Skandia
Sweden
$64.9K
GWM
818
Geneos Wealth Management
Colorado
$64.5K +$696 +3 +1%
PFBT
819
Parkside Financial Bank & Trust
Missouri
$63K +$7.19K +31 +12%
RTC
820
Riverview Trust Company
Washington
$62.3K
BHWM
821
Bay Harbor Wealth Management
Maryland
$61.9K +$464 +2 +0.7%
CLOS
822
Compagnie Lombard Odier SCmA
Switzerland
$60.4K
AAP
823
Arax Advisory Partners
Colorado
$59.5K -$72.1K -311 -53%
FP
824
Financial Perspectives
Minnesota
$59.5K
FIM
825
FWL Investment Management
Texas
$59.1K +$63.8K +275 New