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monday.com

395 hedge funds and large institutions have $9.41B invested in monday.com in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 182 increasing their positions, 106 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 106

43% more call options, than puts

Call options by funds: $271M | Put options by funds: $189M

11% more capital invested

Capital invested by funds: $8.49B → $9.41B (+$913M)

3.1% more ownership

Funds ownership: 76.91%80.01% (+3.1%)

3% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 61

1% less funds holding

Funds holding: 397395 (-2)

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
395
Holders Change
-2
Holders Change %
-0.5%
% 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
182
Reduced
106
Closed
61
Calls
$271M
Puts
$189M
Net Calls
+$81.1M
Net Calls Change
-$91.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
226
Harbor Capital Advisors
Illinois
$723K +$70.2K +333 +12%
Wolverine Trading
227
Wolverine Trading
Illinois
$714K -$1.29M -6,134 -67%
CL
228
Choreo LLC
Illinois
$699K +$614K +2,913 New
QI
229
Qtron Investments
Massachusetts
$689K +$604K +2,862 New
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$685K +$144K +683 +32%
AAS
231
Avantax Advisory Services
Texas
$680K +$595K +2,823 New
Daiwa Securities Group
232
Daiwa Securities Group
Japan
$677K +$148K +700 +33%
VPIM
233
Vanguard Personalized Indexing Management
California
$626K +$60.3K +286 +12%
WCM
234
Washington Capital Management
Washington
$626K +$105K +500 +24%
PL
235
Parkwood LLC
Ohio
$618K -$63.1K -299 -10%
AWM
236
Avior Wealth Management
Nebraska
$612K +$3.58K +17 +0.7%
ML
237
McAdam LLC
Pennsylvania
$611K +$536K +2,539 New
QC
238
Quent Capital
New York
$602K
B
239
Bailard
California
$597K -$365K -1,729 -41%
DWM
240
Dakota Wealth Management
Florida
$591K +$69.6K +330 +16%
LWAM
241
Legacy Wealth Asset Management
Minnesota
$588K +$515K +2,444 New
Creative Planning
242
Creative Planning
Kansas
$565K -$29.5K -140 -6%
PWM
243
Palumbo Wealth Management
New York
$561K +$100K +475 +26%
American Century Companies
244
American Century Companies
Missouri
$561K -$62.6K -297 -11%
CCA
245
Cravens & Co Advisors
Tennessee
$548K +$480K +2,275 New
Cambridge Investment Research Advisors
246
Cambridge Investment Research Advisors
Iowa
$533K
SC
247
Savoie Capital
Illinois
$530K -$211K -1,000 -31%
State Board of Administration of Florida Retirement System
248
State Board of Administration of Florida Retirement System
Florida
$501K +$439K +2,080 New
OAM
249
Oppenheimer Asset Management
New York
$497K +$19.2K +91 +5%
SSWM
250
Sheets Smith Wealth Management
North Carolina
$492K +$431K +2,045 New