WDAY icon

Workday
WDAY

Overview Fund Activity

787 hedge funds and large institutions have $42.5B invested in Workday in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 290 increasing their positions, 269 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+7
Holders Change %
+0.9%
% of All Funds
13.86%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.41%
New
105
Increased
290
Reduced
269
Closed
88
Calls
$682M
Puts
$1.16B
Net Calls
-$475M
Net Calls Change
-$544M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$535M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.54B
3
WRCM
Whale Rock Capital Management
Massachusetts
$385M
4
ClearBridge Investments
ClearBridge Investments
New York
$611M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$823M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$916M
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.18B
4
GIM
Generation Investment Management
United Kingdom
$0
5
Harris Associates
Harris Associates
Illinois
$576M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIM
851
M&G Investment Management
United Kingdom
– -$210 -873 Closed
ASN
852
Advisory Services Network
Georgia
– -$130K -541 Closed
LOIM
853
Liberty One Investment Management
Illinois
– -$126K -525 Closed
NR
854
Newfound Research
Massachusetts
– -$110K -458 Closed
PWPS
855
Pinnacle Wealth Planning Services
Ohio
– -$78K -327 Closed
MCM
856
Manchester Capital Management
Vermont
– -$70K -292 Closed
PS
857
Planned Solutions
California
– -$48K -200 Closed
CCA
858
Childress Capital Advisors
Texas
– -$30K -125 Closed
BWM
859
Birchcreek Wealth Management
Ohio
– -$29K -125 Closed
AWG
860
Altus Wealth Group
Colorado
– -$26K -107 Closed
OPW
861
Oxler Private Wealth
New York
– -$23K -100 Closed
FCMT
862
Founders Capital Management (Texas)
Texas
– -$21K -100 Closed
ICP
863
Interchange Capital Partners
Pennsylvania
– -$19K -81 Closed
TC
864
Truvestments Capital
Florida
– -$13K -55 Closed
JWA
865
JFS Wealth Advisors
Pennsylvania
– -$12K -51 Closed
RPWA
866
Regent Peak Wealth Advisors
Georgia
– -$12K -50 Closed
TFGT
867
TS Financial Group (TSFG)
Illinois
– -$12K -48 Closed
LWCFA
868
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$8K -35 Closed
RMC
869
Resources Management Corp
Connecticut
– -$7K -30 Closed
TWM
870
Tradition Wealth Management
Minnesota
– -$5K -20 Closed
IA
871
Inspire Advisors
Idaho
– -$2K -9 Closed
RWA
872
Ropes Wealth Advisors
Massachusetts
– -$2K -8 Closed
Jones Financial Companies
873
Jones Financial Companies
Missouri
– -$1K -6 Closed
TI
874
tru Independence
Oregon
– -$1 -4 Closed
RA
875
Resolute Advisors
California
– -$1K -3 Closed
32 33 34
35
36