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Workday
WDAY

Overview Fund Activity

931 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, 301 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
931
Holders Change
+39
Holders Change %
+4.37%
% of All Funds
14.85%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.45%
New
120
Increased
373
Reduced
301
Closed
70
Calls
$681M
Puts
$985M
Net Calls
-$303M
Net Calls Change
-$166M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$1.13B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.11B
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$496M
4
Morgan Stanley
4
Morgan Stanley
New York
$586M
5
Tiger Global Management
5
Tiger Global Management
New York
$606M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$91.5M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$196M
3
EWA
3
EP Wealth Advisors
California
$619K
4
VanEck Associates
4
VanEck Associates
New York
$1.1M
5
Fidelity International
5
Fidelity International
Bermuda
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
CYG
901
Clean Yield Group
Vermont
$4K – – –
TFGT
902
TS Financial Group (TSFG)
Illinois
$3K – – –
HBW
903
Hazlett, Burt & Watson
West Virginia
$3K +$1K +4 +50%
AA
904
AlphaMark Advisors
Kentucky
$3K +$3K +13 New
PWA
905
Provenance Wealth Advisors
Florida
$2.79K +$2.79K +13 New
BWM
906
Baystate Wealth Management
Massachusetts
$2.15K -$10.1K -47 -82%
CTWM
907
Cherry Tree Wealth Management
Minnesota
$2.15K – – –
AW
908
Avion Wealth
Texas
$2K +$909 +5 +83%
LF
909
Lee Financial
Texas
$1.93K – – –
AF
910
Advisornet Financial
Minnesota
$1.93K – – –
SWA
911
Sutton Wealth Advisors
Florida
$1.93K – – –
PWMG
912
Prestige Wealth Management Group
New Jersey
$1.93K +$1.93K +9 New
FMII
913
Farmers & Merchants Investments Inc
Nebraska
$1.93K +$1.93K +9 New
MFT
914
Moisand Fitzgerald Tamayo
Florida
$1.5K – – –
VCM
915
Versant Capital Management
Arizona
$1.5K – – –
MHR
916
Matthew Hamilton Rosenberg
$1.5K – – –
MCM
917
Manchester Capital Management
Vermont
$1.29K +$215 +1 +20%
ETC
918
Exchange Traded Concepts
Oklahoma
$1.29K -$215 -1 -14%
SC
919
SouthState Corp
Florida
$1.29K +$1.29K +6 New
RG
920
Retirement Group
California
$1.07K – – –
HCP
921
Hexagon Capital Partners
Arkansas
$1.07K – – –
FWM
922
Focused Wealth Management
New York
$859 – – –
KFI
923
Key Financial Inc
Pennsylvania
$859 – – –
BWL
924
Bogart Wealth LLC
Virginia
$859 +$859 +4 New
SIC
925
SJS Investment Consulting
Ohio
$645 +$215 +1 +50%
35 36
37
38 39