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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 %
PP
801
PDS Planning
Ohio
$287K -$10.5K -38 -4%
BWP
802
BSW Wealth Partners
Colorado
$286K +$5.52K +20 +2%
GM
803
GeoWealth Management
Illinois
$286K +$256K +926 +842%
SCM
804
Stevens Capital Management
Pennsylvania
$286K +$286K +1,037 New
CMBA
805
C.M. Bidwell & Associates
Hawaii
$284K +$1.93K +7 +0.7%
TSS
806
Two Sigma Securities
New York
$283K +$283K +1,024 New
BAM
807
Bayshore Asset Management
Florida
$280K
WIM
808
Westside Investment Management
California
$277K +$23.2K +84 +9%
IAN
809
Integrated Advisors Network
Texas
$276K +$276K +1,001 New
AC
810
AXQ Capital
New Jersey
$276K +$276K +1,000 New
WPC
811
Wedmont Private Capital
Pennsylvania
$276K +$9.01K +33 +3%
DWT
812
Dorsey & Whitney Trust
South Dakota
$273K -$11.3K -41 -4%
NWA
813
New World Advisors
Massachusetts
$269K +$8.83K +32 +3%
BJL
814
Brighton Jones LLC
Washington
$266K +$266K +964 New
AAIS
815
ABN AMRO Investment Solutions
$266K
UOTTAIMCU
816
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$261K +$261K +945 New
SQA
817
Simon Quick Advisors
New Jersey
$260K -$8.28K -30 -3%
CSC
818
Caldwell Sutter Capital
California
$258K -$9.94K -36 -4%
CIA
819
Concurrent Investment Advisors
Florida
$258K +$258K +934 New
RFC
820
Regions Financial Corp
Alabama
$258K +$258K +934 New
SIC
821
Schwartz Investment Counsel
Michigan
$255K -$20.7K -75 -8%
PFG
822
Prosperity Financial Group
California
$255K +$255K +924 New
VFA
823
Valeo Financial Advisors
Indiana
$254K +$254K +919 New
PCM
824
Prana Capital Management
Connecticut
$253K -$2.6M -9,421 -91%
PVI
825
Pine Valley Investments
New Jersey
$251K +$251K +911 New