WDAY icon

Workday
WDAY

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$458M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$363M
3
GQG Partners
GQG Partners
Florida
+$311M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$173M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$146M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$283M
2
Goldman Sachs
Goldman Sachs
New York
-$145M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$133M
4
CAM
Contour Asset Management
New York
-$130M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
826
NewSquare Capital
Pennsylvania
$5.78K +$5.78K +28 New
RFG
827
RFP Financial Group
Georgia
$5.37K – – –
TCPG
828
Trivant Custom Portfolio Group
California
$5.16K +$5.16K +25 New
TWM
829
Tradition Wealth Management
Minnesota
$5K – – –
DCM
830
Davidson Capital Management
Texas
$4.75K +$826 +4 +21%
JMF
831
Johnson Midwest Financial
Iowa
$4.34K – – –
BCMLT
832
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.34K – – –
AA
833
Ancora Advisors
Ohio
$4.13K -$25K -121 -86%
CYG
834
Clean Yield Group
Vermont
$3.72K – – –
Commonwealth Equity Services
835
Commonwealth Equity Services
Massachusetts
$3.33K +$99 +479 +3%
HGWM
836
Harvest Group Wealth Management
Massachusetts
$3.31K -$826 -4 -20%
BWM
837
BerganKDV Wealth Management
Minnesota
$3.1K – – –
CBT
838
Central Bank & Trust
Kentucky
$2.48K +$2.48K +12 New
PO
839
Private Ocean
California
$2.27K -$207 -1 -8%
RA
840
Rise Advisors
New York
$2.07K – – –
UFF
841
USA Financial Formulas
Michigan
$2.07K +$2.07K +10 New
DZ Bank
842
DZ Bank
Germany
$2.04K +$2.04K +10 New
SFG
843
Steward Financial Group
Texas
$2K +$667 +4 +50%
SWA
844
Sutton Wealth Advisors
Florida
$1.86K -$30.8K -149 -94%
LF
845
Lee Financial
Texas
$1.86K +$1.86K +9 New
ETC
846
Exchange Traded Concepts
Oklahoma
$1.65K -$3.51M -16,996 -100%
GFWA
847
Grey Fox Wealth Advisors
Delaware
$1.65K +$1.65K +8 New
MFT
848
Moisand Fitzgerald Tamayo
Florida
$1.45K – – –
HWA
849
HHM Wealth Advisors
Tennessee
$1.45K – – –
MHR
850
Matthew Hamilton Rosenberg
$1.45K – – –
32 33
34
35 36