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monday.com

395 hedge funds and large institutions have $9.41B invested in monday.com in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 182 increasing their positions, 106 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 106

43% more call options, than puts

Call options by funds: $271M | Put options by funds: $189M

11% more capital invested

Capital invested by funds: $8.49B → $9.41B (+$913M)

3.1% more ownership

Funds ownership: 76.91%80.01% (+3.1%)

3% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 61

1% less funds holding

Funds holding: 397395 (-2)

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
395
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
5.7%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.2%
New
63
Increased
182
Reduced
106
Closed
61
Calls
$271M
Puts
$189M
Net Calls
+$81.1M
Net Calls Change
-$91.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
276
Financial Advocates Investment Management
Washington
$358K +$52.3K +248 +20%
FB
277
Fulton Bank
Pennsylvania
$356K +$312K +1,479 New
EI
278
Ellevest Inc
New York
$353K +$5.27K +25 +2%
EI
279
Ethic Inc
New York
$349K +$103K +490 +51%
KIA
280
KCM Investment Advisors
California
$339K
HT
281
Headlands Technologies
Illinois
$338K +$296K +1,404 New
DILIC
282
Dai-ichi Life Insurance Company
Japan
$328K +$84.4K +400 +42%
Corient Private Wealth
283
Corient Private Wealth
Florida
$327K -$9.91K -47 -3%
CAM
284
Cresset Asset Management
Illinois
$320K +$89.2K +423 +47%
CGH
285
Crossmark Global Holdings
Texas
$314K +$10.5K +50 +4%
WTG
286
West Tower Group
Virginia
$313K +$105K +500 +63%
G
287
GenTrust
Florida
$311K +$272K +1,292 New
SEC
288
Seven Eight Capital
New York
$308K -$14.1K -67 -5%
BAM
289
Bosun Asset Management
Illinois
$308K -$892K -4,230 -77%
MGWM
290
Marks Group Wealth Management
Minnesota
$303K -$24.5K -116 -8%
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$298K +$211 +1 +0.1%
MOS
292
MGO One Seven
Ohio
$291K -$2.11K -10 -0.8%
OR
293
Olympiad Research
Connecticut
$280K +$246K +1,165 New
NRD
294
Nebula Research & Development
New York
$277K +$243K +1,151 New
CG
295
Clifford Group
Massachusetts
$275K
JSL
296
JT Stratford LLC
Georgia
$274K -$5.7K -27 -2%
Janus Henderson Group
297
Janus Henderson Group
United Kingdom
$272K +$48.7K +231 +26%
Mercer Global Advisors
298
Mercer Global Advisors
Colorado
$271K +$9.91K +47 +4%
CC
299
Corton Capital
Ontario, Canada
$260K -$20.9K -99 -8%
PP
300
Prudential plc
United Kingdom
$258K -$44.3K -210 -16%