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Workday
WDAY

Overview Fund Activity

893 hedge funds and large institutions have $41B invested in Workday in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 289 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+29
Holders Change %
+3.36%
% of All Funds
14.08%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
0.58%
New
127
Increased
336
Reduced
289
Closed
90
Calls
$580M
Puts
$718M
Net Calls
-$138M
Net Calls Change
-$116M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
$875M
2
Viking Global Investors
Viking Global Investors
Connecticut
$686M
3
Artisan Partners
Artisan Partners
Wisconsin
$259M
4
Macquarie Group
Macquarie Group
Australia
$289M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$104M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$583M
2
Citadel Advisors
Citadel Advisors
Florida
$8.79M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$547M
4
Harris Associates
Harris Associates
Illinois
$468M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
851
Tradition Wealth Management
Minnesota
$6K +$1.29K +6 +27%
RFG
852
RFP Financial Group
Georgia
$5.87K – – –
AA
853
Ancora Advisors
Ohio
$5.71K +$1.14K +5 +25%
TCPG
854
Trivant Custom Portfolio Group
California
$5.65K – – –
DCM
855
Davidson Capital Management
Texas
$5.2K – – –
BCMLT
856
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.74K – – –
JMF
857
Johnson Midwest Financial
Iowa
$4.74K – – –
CYG
858
Clean Yield Group
Vermont
$4.07K – – –
FA
859
Fiduciary Alliance
South Carolina
$4.07K +$4.07K +18 New
TFGT
860
TS Financial Group (TSFG)
Illinois
$3K +$3K +14 New
FPF
861
First Pacific Financial
Washington
$2.71K +$2.71K +12 New
1832 Asset Management
862
1832 Asset Management
Ontario, Canada
$2.71K -$41.3M -182,755 -100%
PO
863
Private Ocean
California
$2.49K – – –
RA
864
Rise Advisors
New York
$2.26K – – –
UFF
865
USA Financial Formulas
Michigan
$2.26K – – –
CWA
866
Clearview Wealth Advisors
Oregon
$2.26K +$2.26K +10 New
CTWM
867
Cherry Tree Wealth Management
Minnesota
$2.26K +$2.26K +10 New
LF
868
Lee Financial
Texas
$2.03K – – –
AF
869
Advisornet Financial
Minnesota
$2.03K -$12.7K -56 -86%
SWA
870
Sutton Wealth Advisors
Florida
$2.03K – – –
HBW
871
Hazlett, Burt & Watson
West Virginia
$2K +$2K +8 New
MFT
872
Moisand Fitzgerald Tamayo
Florida
$1.58K – – –
ETC
873
Exchange Traded Concepts
Oklahoma
$1.58K -$226 -1 -13%
MHR
874
Matthew Hamilton Rosenberg
$1.58K – – –
VCM
875
Versant Capital Management
Arizona
$1.58K +$1.58K +7 New
33 34
35
36 37