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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 %
BC
826
Bridgefront Capital
Texas
$249K -$256K -926 -51%
CWM
827
Concentric Wealth Management
California
$248K +$248K +900 New
APM
828
a16z Perennial Management
California
$247K +$247K +896 New
AWM
829
Angeles Wealth Management
California
$247K +$247K +893 New
QP
830
Quilter Plc
United Kingdom
$241K
IAIM
831
International Assets Investment Management
Florida
$241K -$48.3K -175 -17%
RSS
832
Rosenblum Silverman Sutton
California
$240K +$240K +870 New
RCM
833
Raleigh Capital Management
North Carolina
$240K +$10.8K +39 +5%
BBW
834
Blue Barn Wealth
Utah
$239K +$239K +865 New
CIBC World Market
835
CIBC World Market
Ontario, Canada
$238K -$2.02M -7,319 -89%
AF
836
Allworth Financial
California
$237K +$74K +268 +46%
LFA
837
Legacy Financial Advisors
Kentucky
$237K +$237K +857 New
SWM
838
Salvus Wealth Management
New Jersey
$236K +$236K +854 New
VFA
839
Voya Financial Advisors
Connecticut
$235K +$235K +852 New
CWM
840
Connecticut Wealth Management
Connecticut
$233K +$233K +844 New
ET
841
Equitable Trust
Tennessee
$232K +$232K +840 New
FT
842
Fiduciary Trust
Massachusetts
$231K +$231K +835 New
CFA
843
Cahill Financial Advisors
Minnesota
$230K +$230K +832 New
FIA
844
Foundations Investment Advisors
Arizona
$229K +$229K +779 New
LOAMU
845
Lombard Odier Asset Management (USA)
New York
$228K +$228K +827 New
CAG
846
Csenge Advisory Group
Florida
$228K +$228K +826 New
LF
847
Lantz Financial
Illinois
$228K +$228K +826 New
PPC
848
Park Place Capital
Alabama
$228K -$25.7K -93 -10%
Focus Partners Wealth
849
Focus Partners Wealth
Massachusetts
$227K +$227K +821 New
TPA
850
Trivium Point Advisory
Connecticut
$227K +$227K +821 New