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Workday
WDAY

Overview Fund Activity

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

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$407M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$1.44B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$272M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$215M
5
Millennium Management
5
Millennium Management
New York
$521M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.21B
2
Morgan Stanley
2
Morgan Stanley
New York
$633M
3
Invesco
3
Invesco
Georgia
$205M
4
Winslow Capital Management
4
Winslow Capital Management
Minnesota
$320M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$442M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
1126
Bailard
California
– -$208K -753 Closed
EI
1127
Ellevest Inc
New York
– -$206K -748 Closed
MIFH
1128
Migdal Insurance & Financial Holdings
Israel
– -$120K -433 Closed
WPWM
1129
Western Pacific Wealth Management
Illinois
– -$99.4K -360 Closed
GWS
1130
Glassman Wealth Services
Virginia
– -$59.6K -216 Closed
PS
1131
Planned Solutions
California
– -$55.2K -200 Closed
ODG
1132
O'Dell Group
Ohio
– -$43.3K -157 Closed
FF
1133
Friedenthal Financial
New Jersey
– -$42.8K -155 Closed
SVCP
1134
Silicon Valley Capital Partners
California
– -$41.4K -150 Closed
PA
1135
PSI Advisors
Florida
– -$41.4K -150 Closed
TWA
1136
Tandem Wealth Advisors
Arizona
– -$27.6K -100 Closed
BWM
1137
BKM Wealth Management
Wisconsin
– -$22.9K -83 Closed
TCWA
1138
Turtle Creek Wealth Advisors
Texas
– -$19K -69 Closed
AS
1139
Altshuler Shaham
Israel
– -$18.8K -68 Closed
DI
1140
DAGCO Inc
Ohio
– -$17.9K -65 Closed
HF
1141
Halpern Financial
Virginia
– -$13.4K -50 Closed
TWM
1142
Tradition Wealth Management
Minnesota
– -$6K -22 Closed
AWM
1143
Able Wealth Management
New Jersey
– -$5.8K -21 Closed
LIWM
1144
Long Island Wealth Management
New York
– -$4K -13 Closed
PGAM
1145
Princeton Global Asset Management
New Jersey
– -$2.76K -10 Closed
LF
1146
Lee Financial
Texas
– -$2.49K -9 Closed
MFT
1147
Moisand Fitzgerald Tamayo
Florida
– -$1.93K -7 Closed
AIC
1148
Archer Investment Corporation
Indiana
– -$1.93K -7 Closed
FWM
1149
Focused Wealth Management
New York
– -$1.1K -4 Closed
NMG
1150
New Millennium Group
Utah
– -$1.1K -4 Closed
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