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monday.com
MNDY

Overview Fund Activity

393 hedge funds and large institutions have $8.49B invested in monday.com in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 141 increasing their positions, 91 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+60
Holders Change %
+18.02%
% of All Funds
5.7%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
121
Increased
141
Reduced
91
Closed
57
Calls
$338M
Puts
$165M
Net Calls
+$173M
Net Calls Change
+$95.5M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
$729M
2
BlackRock
BlackRock
New York
$398M
3
Artisan Partners
Artisan Partners
Wisconsin
$123M
4
EC
Eminence Capital
New York
$105M
5
SP
ShawSpring Partners
Massachusetts
$98.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$63.7M
2
IHG
Insight Holdings Group
New York
$0
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$30.6M
4
WRCM
Whale Rock Capital Management
Massachusetts
$97.4M
5
Citadel Advisors
Citadel Advisors
Florida
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
OQS
251
Occudo Quantitative Strategies
Florida
$529K +$529K +2,343 New
VPIM
252
Vanguard Personalized Indexing Management
California
$523K +$23.9K +106 +5%
Cerity Partners
253
Cerity Partners
New York
$512K +$512K +2,265 New
Cambridge Investment Research Advisors
254
Cambridge Investment Research Advisors
Iowa
$500K +$44.9K +199 +10%
CIS
255
Custom Index Systems
New York
$498K +$498K +2,207 New
PAM
256
Panagora Asset Management
Massachusetts
$495K -$473K -2,096 -49%
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$489K +$489K +2,164 New
Allianz Asset Management
258
Allianz Asset Management
Germany
$480K +$480K +2,127 New
DWM
259
Dakota Wealth Management
Florida
$480K +$480K +2,124 New
Daiwa Securities Group
260
Daiwa Securities Group
Japan
$477K +$115K +511 +32%
WCM
261
Washington Capital Management
Washington
$474K – – –
WorldQuant Millennium Advisors
262
WorldQuant Millennium Advisors
New York
$474K -$16.3M -71,954 -97%
OAM
263
Oppenheimer Asset Management
New York
$446K +$446K +1,974 New
FA
264
FDx Advisors
Illinois
$431K +$431K +1,910 New
PWM
265
Palumbo Wealth Management
New York
$419K +$419K +1,857 New
RFM
266
Royal Fund Management
Florida
$407K -$3.52M -15,600 -90%
LFAS
267
Level Four Advisory Services
Texas
$401K +$10.5K +56 +3%
Vontobel Holding
268
Vontobel Holding
Switzerland
$396K +$396K +1,754 New
XT
269
XTX Topco
Cayman Islands
$390K +$390K +1,726 New
Verition Fund Management
270
Verition Fund Management
Connecticut
$381K -$507K -2,246 -57%
CP
271
Covenant Partners
Tennessee
$370K +$370K +1,639 New
VA
272
Vident Advisory
Georgia
$364K +$54K +239 +17%
PAS
273
Park Avenue Securities
New York
$364K +$364K +1,613 New
Mackenzie Financial
274
Mackenzie Financial
Ontario, Canada
$364K +$59.6K +264 +20%
MIM
275
MetLife Investment Management
New Jersey
$362K +$90.6K +401 +33%
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