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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
SC
276
Shay Capital
New York
$432K +$385K +1,555 New
CC
277
Centiva Capital
New York
$422K +$376K +1,518 New
Vontobel Holding
278
Vontobel Holding
Switzerland
$404K -$69.3K -280 -16%
Creative Planning
279
Creative Planning
Kansas
$394K -$230K -928 -40%
KIA
280
KCM Investment Advisors
California
$391K
Corient Private Wealth
281
Corient Private Wealth
Florida
$390K +$10.9K +44 +3%
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$382K +$71.8K +290 +26%
CCM
283
Coldstream Capital Management
Washington
$381K -$29.2K -118 -8%
DILIC
284
Dai-ichi Life Insurance Company
Japan
$378K
EI
285
Ethic Inc
New York
$377K +$21.5K +87 +6%
PP
286
Paloma Partners
Connecticut
$371K +$331K +1,336 New
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$350K +$5.2K +21 +2%
ET
288
Entropy Technologies
New York
$349K +$311K +1,256 New
Cerity Partners
289
Cerity Partners
New York
$348K -$74K -299 -19%
APG Asset Management
290
APG Asset Management
Netherlands
$344K -$1.08M -4,369 -76%
SOW
291
State of Wyoming
Wyoming
$340K +$109K +439 +56%
FAIM
292
Financial Advocates Investment Management
Washington
$334K -$70.3K -284 -19%
CAM
293
Cresset Asset Management
Illinois
$301K -$60.7K -245 -18%
BCI
294
Brinker Capital Investments
Pennsylvania
$299K -$1.38M -5,581 -84%
OPS
295
Orion Portfolio Solutions
Nebraska
$299K -$1.38M -5,581 -84%
IIA
296
IPG Investment Advisors
California
$292K +$260K +1,050 New
AGP
297
Autumn Glory Partners
Texas
$291K +$254K +1,027 New
PP
298
Prudential plc
United Kingdom
$286K -$9.9K -40 -4%
TRCT
299
Tower Research Capital (TRC)
New York
$284K -$250K -1,011 -50%
VWM
300
Venturi Wealth Management
Texas
$278K +$113K +456 +84%