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Workday

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
Name Holding Trade Value Shares
Change
Shares
Change %
CGA
976
Crescent Grove Advisors
Illinois
-$226K -1,000 Closed
PMG
977
ProVise Management Group
Florida
-$219K -970 Closed
PVI
978
Pine Valley Investments
New Jersey
-$206K -911 Closed
SPA
979
Sherbrooke Park Advisers
New York
-$203K -900 Closed
YMRC
980
Yorktown Management & Research Company
Virginia
-$203K -900 Closed
VFA
981
Voya Financial Advisors
Connecticut
-$201K -883 Closed
BHPW
982
Beverly Hills Private Wealth
California
-$203K -882 Closed
IGWM
983
ICA Group Wealth Management
Colorado
-$85.8K -380 Closed
FGAM
984
Financial Gravity Asset Management
Texas
-$508 -226 Closed
CFO
985
CVA Family Office
Colorado
-$42.2K -187 Closed
PIAS
986
PCA Investment Advisory Services
Ohio
-$38.9K -172 Closed
ODG
987
O'Dell Group
Ohio
-$35.5K -157 Closed
SF
988
Safeguard Financial
Wisconsin
-$31K -140 Closed
AP
989
Arlington Partners
Alabama
-$24.4K -108 Closed
TCOV
990
Trust Company of Vermont
Vermont
-$21.5K -95 Closed
RI
991
Ridgewood Investments
New Jersey
-$12.7K -56 Closed
HWA
992
Heritage Wealth Advisors
Virginia
-$12.4K -55 Closed
NFSG
993
Newbridge Financial Services Group
Florida
-$11.7K -52 Closed
PMFA
994
Plante Moran Financial Advisors
Michigan
-$11.1K -49 Closed
FA
995
Fiduciary Alliance
South Carolina
-$4.07K -18 Closed
1832 Asset Management
996
1832 Asset Management
Ontario, Canada
-$2.71K -12 Closed
PO
997
Private Ocean
California
-$2.49K -11 Closed
CWA
998
Clearview Wealth Advisors
Oregon
-$2.26K -10 Closed
DI
999
Disciplined Investments
Oklahoma
-$904 -4 Closed
2L
1000
25 LLC
Missouri
-$660 -3 Closed