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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 %
GWM
901
Geneos Wealth Management
Colorado
$89.4K +$6.63K +24 +8%
HIIFS
902
Harel Insurance Investments & Financial Services
Israel
$86K -$9.37K -34 -10%
PCMC
903
Planning Capital Management Corporation
Pennsylvania
$85.6K +$85.6K +310 New
HI
904
Harbour Investments
Wisconsin
$83.9K +$45K +163 +116%
BHWM
905
Bay Harbor Wealth Management
Maryland
$79.5K
DCP
906
DSM Capital Partners
Florida
$79.5K +$79.5K +288 New
KFS
907
Kelly Financial Services
Massachusetts
$78.1K +$6.35K +23 +9%
CLOS
908
Compagnie Lombard Odier SCmA
Switzerland
$77.6K
C
909
Covestor
United Kingdom
$77K +$37.9K +137 +97%
FP
910
Financial Perspectives
Minnesota
$76.5K
FIM
911
FWL Investment Management
Texas
$75.9K
PTC
912
Private Trust Company
Ohio
$70.4K -$2.21K -8 -3%
KSWA
913
Kathleen S. Wright Associates
Pennsylvania
$69K
TFIPS
914
Towarzystwo Funduszy Inwestycyjnych PZU SA
$69K +$69K +250 New
SOW
915
State of Wyoming
Wyoming
$66K +$66K +239 New
BF
916
BOK Financial
Oklahoma
$64.6K +$13K +47 +25%
SAM
917
Smartleaf Asset Management
Massachusetts
$64K +$64K +232 New
VNA
918
Valley National Advisers
Pennsylvania
$63K +$15.5K +57 +33%
NSIM
919
North Star Investment Management
Illinois
$62.1K
SSB
920
Sandy Spring Bank
Maryland
$60.7K
AWM
921
Atticus Wealth Management
Florida
$60.5K -$22.9K -83 -27%
GWS
922
Glassman Wealth Services
Virginia
$59.6K -$5.25K -19 -8%
IRAG
923
Investment Research & Advisory Group
Georgia
$57.7K
PS
924
Planned Solutions
California
$55.2K +$55.2K +200 New
CCA
925
Catalyst Capital Advisors
New York
$53.6K +$11.6K +42 +28%