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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
PP
901
PFS Partners
New Jersey
$5.8K
RFG
902
RFP Financial Group
Georgia
$5.59K
DCM
903
Davidson Capital Management
Texas
$5.37K +$464 +2 +9%
TCPG
904
Trivant Custom Portfolio Group
California
$5.37K
BCMLT
905
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.74K
CT
906
Cambridge Trust
Massachusetts
$4.51K +$4.87K +21 New
CYG
907
Clean Yield Group
Vermont
$4K
TFGT
908
TS Financial Group (TSFG)
Illinois
$3K
HBW
909
Hazlett, Burt & Watson
West Virginia
$3K +$928 +4 +50%
AA
910
AlphaMark Advisors
Kentucky
$3K +$3.02K +13 New
PWA
911
Provenance Wealth Advisors
Florida
$2.79K +$3.02K +13 New
BWM
912
Baystate Wealth Management
Massachusetts
$2.15K -$10.9K -47 -82%
CTWM
913
Cherry Tree Wealth Management
Minnesota
$2.15K
AW
914
Avion Wealth
Texas
$2K +$1.16K +5 +83%
AF
915
Advisornet Financial
Minnesota
$1.93K
LF
916
Lee Financial
Texas
$1.93K
SWA
917
Sutton Wealth Advisors
Florida
$1.93K
FMII
918
Farmers & Merchants Investments Inc
Nebraska
$1.93K +$2.09K +9 New
PWMG
919
Prestige Wealth Management Group
New Jersey
$1.93K +$2.09K +9 New
MHR
920
Matthew Hamilton Rosenberg
$1.5K
MFT
921
Moisand Fitzgerald Tamayo
Florida
$1.5K
VCM
922
Versant Capital Management
Arizona
$1.5K
MCM
923
Manchester Capital Management
Vermont
$1.29K +$232 +1 +20%
ETC
924
Exchange Traded Concepts
Oklahoma
$1.29K -$232 -1 -14%
SC
925
SouthState Corp
Florida
$1.29K +$1.39K +6 New