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MNDY

Overview Fund Activity

392 hedge funds and large institutions have $9.4B invested in monday.com in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 180 increasing their positions, 106 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
5.7%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.2%
New
63
Increased
180
Reduced
106
Closed
60
Calls
$271M
Puts
$189M
Net Calls
+$81.1M
Net Calls Change
-$91.6M

Top Buyers

1
WCM Investment Management
1
WCM Investment Management
California
$989M
2
DCP
2
Durable Capital Partners
Maryland
$207M
3
Amundi
3
Amundi
France
$177M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$104M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$172M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$562M
2
Jennison Associates
2
Jennison Associates
New York
$99.1M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$378M
4
TCIM
4
TOMS Capital Investment Management
New York
$0
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
226
Choreo LLC
Illinois
$699K +$699K +2,913 New
QI
227
Qtron Investments
Massachusetts
$689K +$689K +2,862 New
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$685K +$164K +683 +32%
AAS
229
Avantax Advisory Services
Texas
$680K +$680K +2,823 New
Daiwa Securities Group
230
Daiwa Securities Group
Japan
$677K +$169K +700 +33%
VPIM
231
Vanguard Personalized Indexing Management
California
$626K +$68.9K +286 +12%
WCM
232
Washington Capital Management
Washington
$626K +$120K +500 +24%
PL
233
Parkwood LLC
Ohio
$618K -$72K -299 -10%
AWM
234
Avior Wealth Management
Nebraska
$612K +$4.09K +17 +0.7%
ML
235
McAdam LLC
Pennsylvania
$611K +$611K +2,539 New
QC
236
Quent Capital
New York
$602K – – –
B
237
Bailard
California
$597K -$416K -1,729 -41%
DWM
238
Dakota Wealth Management
Florida
$591K +$79.5K +330 +16%
LWAM
239
Legacy Wealth Asset Management
Minnesota
$588K +$588K +2,444 New
Creative Planning
240
Creative Planning
Kansas
$565K -$33.7K -140 -6%
PWM
241
Palumbo Wealth Management
New York
$561K +$114K +475 +26%
American Century Companies
242
American Century Companies
Missouri
$561K -$71.5K -297 -11%
CCA
243
Cravens & Co Advisors
Tennessee
$548K +$548K +2,275 New
Cambridge Investment Research Advisors
244
Cambridge Investment Research Advisors
Iowa
$533K – – –
SC
245
Savoie Capital
Illinois
$530K -$241K -1,000 -31%
State Board of Administration of Florida Retirement System
246
State Board of Administration of Florida Retirement System
Florida
$501K +$501K +2,080 New
OAM
247
Oppenheimer Asset Management
New York
$497K +$21.9K +91 +5%
SSWM
248
Sheets Smith Wealth Management
North Carolina
$492K +$492K +2,045 New
TRCT
249
Tower Research Capital (TRC)
New York
$489K +$489K +2,033 New
FA
250
FDx Advisors
Illinois
$482K +$21.7K +90 +5%
8 9
10
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