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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 %
LSAG
801
Lake Street Advisors Group
New Hampshire
$320K +$72.1K +295 +29%
EFG
802
Everhart Financial Group
Ohio
$319K +$319K +1,306 New
VWM
803
Venturi Wealth Management
Texas
$318K -$231K -944 -42%
SFG
804
Synergy Financial Group
California
$318K – – –
FMLI
805
Fukoku Mutual Life Insurance
Japan
$318K +$318K +1,300 New
CPIG
806
Chicago Partners Investment Group
Illinois
$314K +$6.05K +25 +2%
PWPS
807
Pinnacle Wealth Planning Services
Ohio
$314K +$18.8K +77 +6%
MIH
808
Meitav Investment House
Israel
$314K -$41.6K -160 -12%
TI
809
TTP Investments
California
$312K – – –
PPWP
810
Premier Path Wealth Partners
New Jersey
$308K +$42.5K +174 +16%
TA
811
TKG Advisors
Indiana
$307K +$4.89K +20 +2%
TA
812
TFG Advisers
Michigan
$307K +$307K +1,258 New
MSAM
813
Moloney Securities Asset Management
Missouri
$307K +$307K +1,257 New
BL
814
Balentine LLC
Georgia
$305K +$46.7K +191 +18%
NCFG
815
New Century Financial Group
New Jersey
$305K +$14.4K +59 +5%
SW
816
Simplicity Wealth
New Jersey
$303K -$713K -2,916 -70%
VFA
817
Values First Advisors
Tennessee
$303K +$489 +2 +0.2%
RCM
818
Raleigh Capital Management
North Carolina
$300K +$15.4K +63 +5%
GWSG
819
GPS Wealth Strategies Group
Colorado
$299K -$105K -431 -26%
BJL
820
Brighton Jones LLC
Washington
$296K -$11.5K -47 -4%
ET
821
Equitable Trust
Tennessee
$295K +$295K +1,209 New
HBS
822
Howard Bailey Securities
Indiana
$295K +$295K +1,207 New
VCAM
823
Van Cleef Asset Management
Ohio
$293K +$293K +1,200 New
NRD
824
Nebula Research & Development
New York
$293K -$1.91M -7,814 -87%
FFO
825
Fiduciary Family Office
Florida
$292K -$16.6K -68 -5%
31 32
33
34 35