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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 %
MIS
851
Morningstar Investment Services
Illinois
$224K +$224K +810 New
MWM
852
Modern Wealth Management
Kansas
$223K +$223K +808 New
SS
853
Sunbelt Securities
Texas
$222K +$14.9K +54 +7%
SW
854
SkyOak Wealth
Michigan
$221K +$221K +800 New
AWM
855
Axxcess Wealth Management
California
$219K +$219K +795 New
FFM
856
Forum Financial Management
Illinois
$218K +$218K +789 New
EFG
857
Everhart Financial Group
Ohio
$217K +$217K +786 New
RP
858
Riverwater Partners
Wisconsin
$215K +$215K +780 New
CS
859
Crescent Sterling
Louisiana
$215K +$215K +779 New
ST
860
Smithfield Trust
Pennsylvania
$213K +$7.69K +28 +4%
RT
861
Rockland Trust
Massachusetts
$213K +$213K +771 New
PWPS
862
Pinnacle Wealth Planning Services
Ohio
$212K +$212K +767 New
APW
863
Aurora Private Wealth
New Jersey
$211K +$211K +765 New
SWP
864
Stratos Wealth Partners
Ohio
$210K -$147K -531 -41%
DGAM
865
Desjardins Global Asset Management
Quebec, Canada
$210K +$2.76K +10 +1%
WWM
866
Wolff Wiese Magana
California
$209K
BAM
867
Belpointe Asset Management
Nevada
$209K +$209K +756 New
WFI
868
West Family Investments
California
$208K +$208K +754 New
B
869
Bailard
California
$208K +$208K +753 New
SCP
870
Sivia Capital Partners
California
$208K +$208K +752 New
MW
871
Marcum Wealth
Ohio
$207K +$207K +750 New
EI
872
Ellevest Inc
New York
$206K -$59.6K -216 -22%
ANBT
873
American National Bank & Trust
Texas
$204K
LSAG
874
Lake Street Advisors Group
New Hampshire
$203K +$203K +734 New
BFM
875
Boothbay Fund Management
New York
$202K -$282K -1,023 -58%