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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
PTC
826
Private Trust Company
Ohio
$56.5K -$6.96K -30 -10%
KFS
827
Kelly Financial Services
Massachusetts
$55.9K -$1.16K -5 -2%
FRA
828
Front Row Advisors
California
$55.2K -$464 -2 -0.8%
KSWA
829
Kathleen S. Wright Associates
Pennsylvania
$53.7K
GWS
830
Glassman Wealth Services
Virginia
$50.5K +$4.87K +21 +10%
NSIM
831
North Star Investment Management
Illinois
$48.3K
SSB
832
Sandy Spring Bank
Maryland
$47.3K +$4.64K +20 +10%
VC
833
Vestor Capital
Illinois
$47K -$29K -125 -37%
IRAG
834
Investment Research & Advisory Group
Georgia
$44.9K
AWM
835
AllSquare Wealth Management
New York
$41K
NRG
836
Nemes Rush Group
Michigan
$40.4K +$8.81K +38 +25%
BF
837
BOK Financial
Oklahoma
$39.6K -$5.57K -24 -11%
HIA
838
Harbor Investment Advisory
Maryland
$39.5K -$92.3K -398 -68%
CBT
839
CoreFirst Bank & Trust
Kansas
$38.7K +$41.7K +180 New
Cohen & Steers
840
Cohen & Steers
New York
$37K
VNA
841
Valley National Advisers
Pennsylvania
$37K +$2.09K +9 +5%
FDCC
842
Foster Dykema Cabot & Co
Massachusetts
$34K
POIA
843
Pin Oak Investment Advisors
Texas
$33K
CCA
844
Catalyst Capital Advisors
New York
$32.7K +$9.28K +40 +36%
PA
845
PSI Advisors
Florida
$32.2K
SVCP
846
Silicon Valley Capital Partners
California
$32.2K
HCM
847
Highlander Capital Management
New Jersey
$32K
HI
848
Harbour Investments
Wisconsin
$30.3K -$31.1K -134 -49%
WOC
849
West Oak Capital
California
$30K
C
850
Covestor
United Kingdom
$30K +$696 +3 +2%