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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
FHA
251
First Horizon Advisors
Tennessee
$25K -$1.2K -8 -5%
Pacer Advisors
252
Pacer Advisors
Pennsylvania
$24.7K +$897 +6 +4%
LC
253
Lindbrook Capital
California
$23.3K
EWA
254
EverSource Wealth Advisors
Alabama
$23.3K +$20.3K +136 New
QL
255
Quarry LP
New York
$22.8K -$18.1K -121 -48%
AP
256
Arlington Partners
Alabama
$20.7K +$13.6K +91 +303%
PA
257
Parallel Advisors
California
$19.5K
DGAM
258
Desjardins Global Asset Management
Quebec, Canada
$17.5K +$15.2K +102 New
ODG
259
O'Dell Group
Ohio
$17.1K +$14.9K +100 New
CI
260
CAZ Investments
Texas
$16K +$14.3K +96 New
MIM
261
Macroview Investment Management
Maryland
$15.8K
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$15.4K +$13.4K +90 New
AB
263
Amalgamated Bank
New York
$14K +$6.58K +44 +116%
SPIA
264
Steward Partners Investment Advisory
New York
$10.4K
WTA
265
Washington Trust Advisors
Massachusetts
$9.59K
TFGT
266
TS Financial Group (TSFG)
Illinois
$8K
BIA
267
Bell Investment Advisors
California
$6.34K +$2.09K +14 +61%
RMA
268
Roffman Miller Associates
Pennsylvania
$4.28K +$3.74K +25 New
PTC
269
Private Trust Company
Ohio
$3.94K +$3.44K +23 New
BAM
270
Bellevue Asset Management
Washington
$3.6K
CMBA
271
C.M. Bidwell & Associates
Hawaii
$2.57K
HCP
272
Hexagon Capital Partners
Arkansas
$2.23K -$149 -1 -7%
BEI
273
Benjamin Edwards Inc
Missouri
$2K
IFAM
274
Institutional & Family Asset Management
Colorado
$1.54K
GRP
275
Global Retirement Partners
California
$1.54K +$1.34K +9 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.