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Workday

864 hedge funds and large institutions have $42.3B invested in Workday in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 330 increasing their positions, 295 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 295

11% more funds holding in top 10

Funds holding in top 10: 3640 (+4)

0.98% less ownership

Funds ownership: 91.79%90.81% (-0.98%)

2% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 107

1% less funds holding

Funds holding: 875864 (-11)

11% less capital invested

Capital invested by funds: $47.6B → $42.3B (-$5.25B)

16% less call options, than puts

Call options by funds: $1.83B | Put options by funds: $2.18B

Holders
864
Holders Change
-11
Holders Change %
-1.26%
% of All Funds
13.63%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
105
Increased
330
Reduced
295
Closed
107
Calls
$1.83B
Puts
$2.18B
Net Calls
-$347M
Net Calls Change
+$569M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
826
Janiczek Wealth Management
Colorado
$6K -$2.38K -10 -29%
BWP
827
Baldwin Wealth Partners
Massachusetts
$6K
CI Investments Inc
828
CI Investments Inc
Ontario, Canada
$6K
CWP
829
Concord Wealth Partners
Virginia
$5K
PFA
830
Professional Financial Advisors
Nebraska
$5K
SIAP
831
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K
TWM
832
Tradition Wealth Management
Minnesota
$5K
JWA
833
JFS Wealth Advisors
Pennsylvania
$5K +$2.38K +10 +83%
AWM
834
Activest Wealth Management
Florida
$5K +$4.77K +20 New
AA
835
Ancora Advisors
Ohio
$5K +$4.77K +20 New
CYG
836
Clean Yield Group
Vermont
$4K
MPWT
837
MassMutual Private Wealth & Trust
Connecticut
$4K +$2.38K +10 +167%
AIM
838
Anchor Investment Management
South Carolina
$3.59K
LF
839
Lee Financial
Texas
$3K -$9.29K -39 -76%
BWM
840
BerganKDV Wealth Management
Minnesota
$3K
TPCW
841
TD Private Client Wealth
New York
$2.4K +$1.43K +6 +150%
BWM
842
Baystate Wealth Management
Massachusetts
$2K
BCH
843
Berkshire Capital Holdings
California
$2K
FWM
844
Focused Wealth Management
New York
$2K
AA
845
Addison Advisors
Vermont
$2K +$477 +2 +40%
UFF
846
USA Financial Formulas
Michigan
$2K +$1.19K +5 +125%
IUHSA
847
Itau Unibanco Holding S.A.
Brazil
$2K +$1.67K +7 New
TWA
848
TCI Wealth Advisors
Arizona
$1K -$14.8K -62 -93%
AAP
849
Arax Advisory Partners
Colorado
$1K -$14.3K -60 -95%
PFGIA
850
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$4.77K -20 -83%