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monday.com

438 hedge funds and large institutions have $9.38B invested in monday.com in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 165 increasing their positions, 116 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 70

49% more call options, than puts

Call options by funds: $505M | Put options by funds: $338M

42% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 116

9% more funds holding

Funds holding: 402438 (+36)

1.18% more ownership

Funds ownership: 78.78%79.96% (+1.2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

14% less capital invested

Capital invested by funds: $10.9B → $9.38B (-$1.51B)

Holders
438
Holders Change
+36
Holders Change %
+8.96%
% of All Funds
5.77%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
109
Increased
165
Reduced
116
Closed
70
Calls
$505M
Puts
$338M
Net Calls
+$167M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
B
251
BloombergSen
Ontario, Canada
$856K +$72.6K +262 +8%
AI
252
Atria Investments
North Carolina
$839K +$203K +733 +26%
VIM
253
Vinva Investment Management
Australia
$804K +$947K +3,419 New
Nordea Investment Management
254
Nordea Investment Management
Sweden
$796K
CAMG
255
CWA Asset Management Group
Florida
$753K +$130K +470 +17%
DT
256
Diversified Trust
Tennessee
$752K -$53.5K -193 -6%
YC
257
Yarbrough Capital
Tennessee
$745K
DIM
258
DC Investments Management
Virginia
$737K
FB
259
Fulton Bank
Pennsylvania
$716K +$3.32K +12 +0.4%
LSAG
260
Lake Street Advisors Group
New Hampshire
$713K +$251K +905 +43%
HFS
261
Hantz Financial Services
Michigan
$713K +$839K +3,028 New
CL
262
Choreo LLC
Illinois
$707K +$30.7K +111 +4%
NRD
263
Nebula Research & Development
New York
$699K +$823K +2,971 New
XT
264
XTX Topco
Cayman Islands
$686K -$711K -2,568 -47%
QI
265
Qtron Investments
Massachusetts
$675K +$1.66K +6 +0.2%
WorldQuant Millennium Advisors
266
WorldQuant Millennium Advisors
New York
$674K -$4.87M -17,598 -86%
VPIM
267
Vanguard Personalized Indexing Management
California
$670K +$15.5K +56 +2%
ORI
268
Oak Ridge Investments
Illinois
$633K +$744K +2,687 New
CPBTD
269
Central Pacific Bank - Trust Division
Hawaii
$624K -$69K -249 -9%
Creative Planning
270
Creative Planning
Kansas
$624K +$341K +1,230 +87%
SIA
271
SkyView Investment Advisors
New Jersey
$618K +$727K +2,623 New
American Century Companies
272
American Century Companies
Missouri
$617K +$39.1K +141 +6%
PP
273
Prudential plc
United Kingdom
$610K +$432K +1,560 +151%
Principal Financial Group
274
Principal Financial Group
Iowa
$586K -$14.1M -50,817 -95%
GC
275
Guggenheim Capital
Illinois
$585K -$293K -1,059 -30%