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monday.com

277 hedge funds and large institutions have $6.21B invested in monday.com in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 89 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 31

39% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 64

33% more funds holding

Funds holding: 209277 (+68)

31% more call options, than puts

Call options by funds: $245M | Put options by funds: $187M

24% more capital invested

Capital invested by funds: $5B → $6.21B (+$1.21B)

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

2.56% more ownership

Funds ownership: 73.34%75.9% (+2.6%)

Holders
277
Holders Change
+68
Holders Change %
+32.54%
% of All Funds
4.35%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.35%
New
102
Increased
89
Reduced
64
Closed
31
Calls
$245M
Puts
$187M
Net Calls
+$58.4M
Net Calls Change
+$61.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
226
Harbor Capital Advisors
Illinois
$168K +$16K +107 +12%
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$150K +$45.1K +302 +53%
HIIFS
228
Harel Insurance Investments & Financial Services
Israel
$149K -$67.1K -449 -34%
PI
229
PEAK6 Investments
Illinois
$145K -$467K -3,126 -79%
SAM
230
Storebrand Asset Management
Norway
$136K +$119K +794 New
MLICM
231
Metropolitan Life Insurance Company (MetLife)
New York
$127K +$111K +740 New
UOTTAIMCU
232
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$126K +$110K +738 New
CMF
233
Counterpoint Mutual Funds
California
$119K -$8.67K -58 -8%
DekaBank Deutsche Girozentrale
234
DekaBank Deutsche Girozentrale
Germany
$117K +$97.9K +655 +1,926%
CI
235
Clal Insurance
Israel
$110K +$35.7K +239 +59%
B
236
BloombergSen
Ontario, Canada
$108K +$94.3K +631 New
TRCT
237
Tower Research Capital (TRC)
New York
$89.7K -$206K -1,378 -72%
VI
238
Vestcor Inc
New Brunswick, Canada
$68K +$59K +395 New
AAM
239
Advisors Asset Management
Colorado
$66.4K -$8.97K -60 -13%
UB
240
UMB Bank
Missouri
$64.9K +$2.09K +14 +4%
RI
241
Ridgewood Investments
New Jersey
$61.5K
NFSG
242
Newbridge Financial Services Group
Florida
$53.9K
CAS
243
Coppell Advisory Solutions
Texas
$52.8K +$46.6K +312 New
TPCW
244
TD Private Client Wealth
New York
$42.8K +$37.4K +250 New
SIC
245
SJS Investment Consulting
Ohio
$39.4K +$149 +1 +0.4%
CSPIA
246
Cary Street Partners Investment Advisory
Virginia
$34.2K +$29.9K +200 New
IA
247
IFP Advisors
Florida
$31.3K +$747 +5 +3%
S
248
SignatureFD
Georgia
$27.2K +$2.69K +18 +13%
CA
249
Crewe Advisors
Utah
$27.1K +$11.2K +75 +90%
HCM
250
Hollencrest Capital Management
California
$25.5K +$22.3K +149 New

MNDY Hedge Fund Activity: Q2 2023 in Review

277 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in monday.com (MNDY) for Q2 2023, worth a combined $6.21B — up 24% from $5B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new MNDY positions and 31 closed out — a net gain of 71 holders — while 89 added to existing stakes and 64 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $123M. The largest seller was Insight Holdings Group, cutting an estimated $598M.

  • 277 institutional investors held monday.com (MNDY) as of Q2 2023, up from 209 in Q1 2023.
  • Funds reported $6.21B of monday.com stock for Q2 2023, up 24% quarter-over-quarter.
  • 102 funds opened new monday.com positions in Q2 2023 and 31 closed out, a net change of +71 holders.
  • The largest monday.com buyer in Q2 2023 was Whale Rock Capital Management, an estimated $123M added.
  • The largest monday.com seller in Q2 2023 was Insight Holdings Group, an estimated $598M sold.

Based on aggregated 13F filings for Q2 2023.