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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
PIM
276
Plato Investment Management
Australia
$573K
Mackenzie Financial
277
Mackenzie Financial
Ontario, Canada
$572K +$104K +374 +18%
PCM
278
Prelude Capital Management
New York
$571K -$447K -1,614 -40%
AWM
279
Avior Wealth Management
Nebraska
$569K -$53.5K -193 -7%
LWAM
280
Legacy Wealth Asset Management
Minnesota
$568K -$5.82K -21 -0.9%
GPGA
281
Grandeur Peak Global Advisors
Utah
$554K
AFA
282
Abacus FCF Advisors
Florida
$551K +$648K +2,341 New
P8IP
283
Pier 88 Investment Partners
California
$551K -$607K -2,190 -48%
EI
284
Ethic Inc
New York
$539K +$208K +752 +49%
ML
285
McAdam LLC
Pennsylvania
$537K
DWM
286
Dakota Wealth Management
Florida
$531K -$16.3K -59 -3%
Thrivent Financial for Lutherans
287
Thrivent Financial for Lutherans
Minnesota
$523K -$368K -1,329 -41%
HF
288
HRT Financial
New York
$521K +$614K +2,215 New
OIA
289
OneDigital Investment Advisors
Kansas
$511K +$601K +2,169 New
State Board of Administration of Florida Retirement System
290
State Board of Administration of Florida Retirement System
Florida
$490K
QC
291
Quantessence Capital
New York
$484K +$570K +2,057 New
AAS
292
Avantax Advisory Services
Texas
$482K +$7.48K +27 +1%
TC
293
TownSquare Capital
Utah
$478K +$562K +2,030 New
CCA
294
Cravens & Co Advisors
Tennessee
$478K -$9.97K -36 -2%
WF
295
WinCap Financial
Massachusetts
$477K +$561K +2,025 New
SL
296
Siren LLC
Connecticut
$471K +$554K +2,000 New
Cerity Partners
297
Cerity Partners
New York
$466K +$151K +544 +43%
KBC Group
298
KBC Group
Belgium
$457K
YCM
299
Yousif Capital Management
Michigan
$439K
HCA
300
Harbor Capital Advisors
Illinois
$438K -$324K -1,171 -39%