monday.com
MNDY
277 hedge funds and large institutions have $6.21B invested in monday.com in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 89 increasing their positions, 64 reducing their positions, and 31 closing their positions.
229% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 31
39% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 64
33% more funds holding
Funds holding: 209 → 277 (+68)
31% more call options, than puts
Call options by funds: $245M | Put options by funds: $187M
24% more capital invested
Capital invested by funds: $5B → $6.21B (+$1.21B)
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
2.56% more ownership
Funds ownership: 73.34% → 75.9% (+2.6%)
Top Buyers
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$123M |
| 2 |
BlackRock
New York
|
+$97.1M |
| 3 |
Two Sigma Advisers
New York
|
+$88.5M |
| 4 |
Holocene Advisors
New York
|
+$80.1M |
| 5 |
Two Sigma Investments
New York
|
+$62.7M |
Top Sellers
| 1 |
IHG
Insight Holdings Group
New York
|
-$598M |
| 2 |
HLA
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
-$91.4M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$42.3M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$21.3M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$20.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWA
301
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$232K | -1,623 | Closed |
|
|
WBC
302
Westpac Banking Corp
Sydney,
Australia
| – | -$170K | -1,190 | Closed |
|
|
EI
303
Ellevest Inc
New York
| – | -$86.6K | -607 | Closed |
|
304
Group One Trading
Chicago,
Illinois
| – | -$55.9K | -374 | Closed |
|
|
TWA
305
TCI Wealth Advisors
Tucson,
Arizona
| – | -$5.71K | -40 | Closed |
|
|
TAM
306
Tucker Asset Management
Littleton,
Colorado
| – | -$3K | -21 | Closed |
|
|
MTWSIF
307
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| – | -$1K | -9 | Closed |
|
MNDY Hedge Fund Activity: Q2 2023 in Review
277 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in monday.com (MNDY) for Q2 2023, worth a combined $6.21B — up 24% from $5B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new MNDY positions and 31 closed out — a net gain of 71 holders — while 89 added to existing stakes and 64 trimmed.
The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $123M. The largest seller was Insight Holdings Group, cutting an estimated $598M.
- 277 institutional investors held monday.com (MNDY) as of Q2 2023, up from 209 in Q1 2023.
- Funds reported $6.21B of monday.com stock for Q2 2023, up 24% quarter-over-quarter.
- 102 funds opened new monday.com positions in Q2 2023 and 31 closed out, a net change of +71 holders.
- The largest monday.com buyer in Q2 2023 was Whale Rock Capital Management, an estimated $123M added.
- The largest monday.com seller in Q2 2023 was Insight Holdings Group, an estimated $598M sold.
Based on aggregated 13F filings for Q2 2023.