We are live on ! Find out more
WDAY icon

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
USB
876
Union Savings Bank
Connecticut
$15K
SIA
877
SkyView Investment Advisors
New Jersey
$15K
SIS
878
Sound Income Strategies
Florida
$14.2K
CCA
879
Column Capital Advisors
Indiana
$14K -$15.1K -65 -50%
CPG
880
Cornerstone Planning Group
New Jersey
$13.8K -$5.8K -25 -28%
FPF
881
First Pacific Financial
Washington
$13.1K +$11.4K +49 +408%
BAM
882
Byrne Asset Management
New Jersey
$13K
GEA
883
Glen Eagle Advisors
New Jersey
$12.5K
MPWT
884
MassMutual Private Wealth & Trust
Connecticut
$12K -$928 -4 -7%
WT
885
Washington Trust
Rhode Island
$11.6K -$232 -1 -2%
CAL
886
Capital Advisors Ltd
Ohio
$11K
CT
887
Caldwell Trust
Florida
$10.7K
OA
888
Operose Advisors
Wisconsin
$10.7K
CT
889
Colonial Trust
South Carolina
$9.77K
CCP
890
Carmel Capital Partners
California
$9.02K
OC
891
Oakworth Capital
Alabama
$8.38K -$7.42K -32 -45%
JFA
892
JNBA Financial Advisors
Minnesota
$7.52K
AAG
893
Armstrong Advisory Group
Massachusetts
$7.3K +$7.88K +34 New
CB
894
Centennial Bank
Arkansas
$7.09K +$7.65K +33 New
BFEC
895
Benjamin F. Edwards & Company
Missouri
$7K
JWA
896
JFS Wealth Advisors
Pennsylvania
$6.66K +$696 +3 +11%
SCA
897
Stonebridge Capital Advisors
Minnesota
$6.02K -$9.28K -40 -59%
GI
898
Gradient Investments
Minnesota
$6.02K
TWM
899
Tradition Wealth Management
Minnesota
$6K
SFG
900
Steward Financial Group
Texas
$6K +$7.42K +32 New