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monday.com

402 hedge funds and large institutions have $10.9B invested in monday.com in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $388M | Put options by funds: $255M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

16% more capital invested

Capital invested by funds: $9.41B → $10.9B (+$1.48B)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2% more funds holding

Funds holding: 395402 (+7)

9% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 136

1.23% less ownership

Funds ownership: 80.01%78.78% (-1.2%)

Holders
402
Holders Change
+7
Holders Change %
+1.77%
% of All Funds
5.77%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
64
Increased
148
Reduced
136
Closed
54
Calls
$388M
Puts
$255M
Net Calls
+$133M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
II
226
Inspire Investing
Idaho
$870K +$775K +3,131 New
DIM
227
DC Investments Management
Virginia
$869K
VFA
228
Values First Advisors
Tennessee
$850K +$7.92K +32 +1%
HCA
229
Harbor Capital Advisors
Illinois
$842K +$6.68K +27 +0.9%
FB
230
Fulton Bank
Pennsylvania
$841K +$383K +1,548 +105%
Daiwa Securities Group
231
Daiwa Securities Group
Japan
$836K +$49.5K +200 +7%
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$825K +$30.7K +124 +4%
CPBTD
233
Central Pacific Bank - Trust Division
Hawaii
$805K +$326K +1,316 +83%
QI
234
Qtron Investments
Massachusetts
$795K
B
235
Bailard
California
$792K +$91.6K +370 +15%
AI
236
Atria Investments
North Carolina
$786K -$172K -693 -20%
CL
237
Choreo LLC
Illinois
$779K -$4.7K -19 -0.7%
VPIM
238
Vanguard Personalized Indexing Management
California
$775K +$46.3K +187 +7%
SAM
239
Storebrand Asset Management
Norway
$759K +$244K +986 +56%
CAMG
240
CWA Asset Management Group
Florida
$758K +$676K +2,729 New
CCS
241
Concentric Capital Strategies
Connecticut
$746K -$2.5M -10,089 -79%
AWM
242
Avior Wealth Management
Nebraska
$725K +$16.6K +67 +3%
PWM
243
Palumbo Wealth Management
New York
$701K +$47.8K +193 +8%
QC
244
Quent Capital
New York
$694K
WAM
245
WT Asset Management
Hong Kong
$694K +$619K +2,500 New
Allianz Asset Management
246
Allianz Asset Management
Germany
$694K +$175K +707 +39%
American Century Companies
247
American Century Companies
Missouri
$689K +$36.9K +149 +6%
LWAM
248
Legacy Wealth Asset Management
Minnesota
$676K -$2.97K -12 -0.5%
PIM
249
Plato Investment Management
Australia
$673K +$600K +2,425 New
GPGA
250
Grandeur Peak Global Advisors
Utah
$653K -$356K -1,438 -38%