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Workday

1,062 hedge funds and large institutions have $50.3B invested in Workday in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 459 increasing their positions, 346 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+16
Holders Change %
+1.53%
% of All Funds
15.4%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.45%
New
116
Increased
459
Reduced
346
Closed
88
Calls
$978M
Puts
$1.48B
Net Calls
-$502M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Shares
Change %
DCP
926
DSM Capital Partners
Florida
$78.6K
BHWM
927
Bay Harbor Wealth Management
Maryland
$78.3K -$273 -1 -0.3%
AAP
928
Arax Advisory Partners
Colorado
$77.5K -$44.7K -164 -37%
CLOS
929
Compagnie Lombard Odier SCmA
Switzerland
$76.6K
KSWA
930
Kathleen S. Wright Associates
Pennsylvania
$76.4K +$8.18K +30 +12%
FP
931
Financial Perspectives
Minnesota
$75.6K
FIM
932
FWL Investment Management
Texas
$75K
MG
933
Mather Group
Illinois
$74K +$74K +268 New
SAM
934
Smartleaf Asset Management
Massachusetts
$72K +$8.48K +31 +13%
VNA
935
Valley National Advisers
Pennsylvania
$69K +$6.49K +24 +10%
SSG
936
Summit Securities Group
New York
$68K +$63.4K +233 +1,371%
GWM
937
Geneos Wealth Management
Colorado
$67.4K -$21K -77 -24%
PTC
938
Private Trust Company
Ohio
$64.6K -$4.91K -18 -7%
NSIM
939
North Star Investment Management
Illinois
$61.4K
CWC
940
Carolinas Wealth Consulting
North Carolina
$58.7K -$46.2K -169 -44%
CCM
941
Chilton Capital Management
Texas
$57.8K +$52.6K +193 +1,016%
IRAG
942
Investment Research & Advisory Group
Georgia
$57K
CCA
943
Catalyst Capital Advisors
New York
$54K +$1.09K +4 +2%
HIA
944
Harbor Investment Advisory
Maryland
$54K +$3.82K +14 +8%
PFBT
945
Parkside Financial Bank & Trust
Missouri
$54K +$29.2K +107 +118%
AWM
946
AllSquare Wealth Management
New York
$52.1K
NRG
947
Nemes Rush Group
Michigan
$51.3K
VC
948
Vestor Capital
Illinois
$49K
VAG
949
VisionPoint Advisory Group
Texas
$47.5K +$4.64K +17 +11%
QL
950
Quarry LP
New York
$45.5K +$10.6K +39 +30%