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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
SGI
976
Summit Global Investments
Utah
-$312K -1,382 Closed
GC
977
Gilbert & Cook
Iowa
-$282K -1,248 Closed
CAG
978
Csenge Advisory Group
Florida
-$248K -1,099 Closed
SWM
979
Sendero Wealth Management
Texas
-$233K -1,030 Closed
AWP
980
Ascent Wealth Partners
New York
-$226K -1,000 Closed
CWM
981
Concentric Wealth Management
California
-$226K -1,000 Closed
CGA
982
Crescent Grove Advisors
Illinois
-$226K -1,000 Closed
PMG
983
ProVise Management Group
Florida
-$219K -970 Closed
PVI
984
Pine Valley Investments
New Jersey
-$206K -911 Closed
SPA
985
Sherbrooke Park Advisers
New York
-$203K -900 Closed
YMRC
986
Yorktown Management & Research Company
Virginia
-$203K -900 Closed
VFA
987
Voya Financial Advisors
Connecticut
-$201K -883 Closed
BHPW
988
Beverly Hills Private Wealth
California
-$203K -882 Closed
IGWM
989
ICA Group Wealth Management
Colorado
-$85.8K -380 Closed
FGAM
990
Financial Gravity Asset Management
Texas
-$508 -226 Closed
CFO
991
CVA Family Office
Colorado
-$42.2K -187 Closed
PIAS
992
PCA Investment Advisory Services
Ohio
-$38.9K -172 Closed
ODG
993
O'Dell Group
Ohio
-$35.5K -157 Closed
SF
994
Safeguard Financial
Wisconsin
-$31K -140 Closed
AP
995
Arlington Partners
Alabama
-$24.4K -108 Closed
TCOV
996
Trust Company of Vermont
Vermont
-$21.5K -95 Closed
RI
997
Ridgewood Investments
New Jersey
-$12.7K -56 Closed
HWA
998
Heritage Wealth Advisors
Virginia
-$12.4K -55 Closed
NFSG
999
Newbridge Financial Services Group
Florida
-$11.7K -52 Closed
PMFA
1000
Plante Moran Financial Advisors
Michigan
-$11.1K -49 Closed