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Workday

1,045 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
1,045
Holders Change
+114
Holders Change %
+12.24%
% of All Funds
15.32%
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 %
GEA
1001
Glen Eagle Advisors
New Jersey
$6.63K -$9.39K -34 -59%
FCA
1002
FinTrust Capital Advisors
South Carolina
$6.35K +$6.35K +23 New
PA
1003
Pineridge Advisors
Missouri
$6.07K +$6.07K +22 New
TWM
1004
Tradition Wealth Management
Minnesota
$6K -$1.64K -6 -21%
AWM
1005
Able Wealth Management
New Jersey
$5.8K +$5.8K +21 New
CCM
1006
Chilton Capital Management
Texas
$5.25K +$5.25K +19 New
SSG
1007
Summit Securities Group
New York
$5K -$34.4K -117 -87%
PWMG
1008
Private Wealth Management Group
New Jersey
$4.97K +$4.97K +18 New
CYG
1009
Clean Yield Group
Vermont
$4.97K
CAS
1010
Coppell Advisory Solutions
Texas
$4.97K +$4.97K +18 New
AA
1011
AlphaMark Advisors
Kentucky
$4K
LIWM
1012
Long Island Wealth Management
New York
$4K +$4K +13 New
AF
1013
Advisornet Financial
Minnesota
$3.31K +$828 +3 +33%
S
1014
Sachetta
Massachusetts
$3.31K +$3.31K +12 New
BWM
1015
Baystate Wealth Management
Massachusetts
$3.24K +$295 +1 +10%
MCM
1016
Manchester Capital Management
Vermont
$3.04K +$1.38K +5 +83%
CG
1017
Cutler Group
California
$3K -$550K -2,016 -99%
HBW
1018
Hazlett, Burt & Watson
West Virginia
$3K
AW
1019
Avion Wealth
Texas
$3K +$250 +1 +9%
CTWM
1020
Cherry Tree Wealth Management
Minnesota
$2.76K
PGAM
1021
Princeton Global Asset Management
New Jersey
$2.76K +$2.76K +10 New
LF
1022
Lee Financial
Texas
$2.49K
PWMG
1023
Prestige Wealth Management Group
New Jersey
$2.49K
MCM
1024
MV Capital Management
Maryland
$2.49K +$2.49K +9 New
VCM
1025
Versant Capital Management
Arizona
$2.21K +$276 +1 +14%