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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
DWM
251
Dakota Wealth Management
Florida
$643K -$34.4K -139 -6%
ML
252
McAdam LLC
Pennsylvania
$634K -$63.9K -258 -10%
SC
253
Savoie Capital
Illinois
$611K
LSAG
254
Lake Street Advisors Group
New Hampshire
$590K +$526K +2,125 New
State Board of Administration of Florida Retirement System
255
State Board of Administration of Florida Retirement System
Florida
$578K
CCA
256
Cravens & Co Advisors
Tennessee
$574K -$52K -210 -9%
Mackenzie Financial
257
Mackenzie Financial
Ontario, Canada
$571K +$18.6K +75 +4%
SSWM
258
Sheets Smith Wealth Management
North Carolina
$568K
AAS
259
Avantax Advisory Services
Texas
$561K -$199K -804 -28%
KBC Group
260
KBC Group
Belgium
$539K
FA
261
FDx Advisors
Illinois
$532K -$21.3K -86 -4%
YCM
262
Yousif Capital Management
Michigan
$517K
ADIM
263
Alpha DNA Investment Management
Maryland
$501K -$29.2K -118 -6%
WTG
264
West Tower Group
Virginia
$500K +$124K +500 +38%
CC
265
Chicago Capital
Illinois
$499K +$70.6K +285 +19%
VA
266
Vident Advisory
Georgia
$491K -$32.9K -133 -7%
CC
267
Corton Capital
Ontario, Canada
$488K +$168K +678 +63%
CMF
268
Counterpoint Mutual Funds
California
$486K +$433K +1,750 New
PAM
269
Panagora Asset Management
Massachusetts
$486K -$32.4K -131 -7%
WSFS
270
Wilmington Savings Fund Society
Delaware
$469K +$418K +1,687 New
SVCP
271
Silicon Valley Capital Partners
California
$465K
CP
272
Covenant Partners
Tennessee
$458K -$248 -1 -0.1%
EI
273
Ellevest Inc
New York
$452K +$39.6K +160 +11%
AIM
274
Aigen Investment Management
New York
$448K -$57.4K -232 -13%
AI
275
Atom Investors
Texas
$441K +$393K +1,586 New