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monday.com
MNDY

Overview Fund Activity

333 hedge funds and large institutions have $6.86B invested in monday.com in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 134 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+44
Holders Change %
+15.22%
% of All Funds
4.88%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
82
Increased
134
Reduced
88
Closed
37
Calls
$233M
Puts
$156M
Net Calls
+$77.2M
Net Calls Change
+$15.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$485M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$197M
3
Jennison Associates
3
Jennison Associates
New York
$131M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$159M
5
Citadel Advisors
5
Citadel Advisors
Florida
$199M

Top Sellers

1
IHG
1
Insight Holdings Group
New York
$304M
2
Invesco
2
Invesco
Georgia
$1.52M
3
ZC
3
Zoom Communications
California
$0
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$160M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
301
FinTrust Capital Advisors
South Carolina
$15.2K +$15.2K +81 New
CG
302
Cutler Group
California
$15K -$282K -1,579 -95%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.2K +69 +1,725%
MIM
304
Macroview Investment Management
Maryland
$13.9K -$3.01K -16 -18%
TRCT
305
Tower Research Capital (TRC)
New York
$13K +$13K +69 New
PS
306
Principal Securities
Iowa
$12.4K +$12.4K +66 New
SPIA
307
Steward Partners Investment Advisory
New York
$11.8K +$4.32K +23 +58%
WTA
308
Washington Trust Advisors
Massachusetts
$10.5K – – –
CA
309
Crewe Advisors
Utah
$7.7K -$35.3K -188 -82%
PTC
310
Private Trust Company
Ohio
$6.39K – – –
W
311
WealthCollab
Washington
$6.39K +$6.39K +34 New
BIA
312
Bell Investment Advisors
California
$5.45K -$1.13K -6 -17%
FHA
313
First Horizon Advisors
Tennessee
$5.26K -$21.6K -115 -80%
PB
314
Pinnacle Bancorp
Nebraska
$5.07K +$5.07K +27 New
SAM
315
Smartleaf Asset Management
Massachusetts
$4.39K +$4.39K +23 New
TFGT
316
TS Financial Group (TSFG)
Illinois
$4K -$4.57K -24 -53%
BAM
317
Bellevue Asset Management
Washington
$3.94K – – –
CMBA
318
C.M. Bidwell & Associates
Hawaii
$3.38K +$3.38K +18 New
ZB
319
Zions Bancorporation
Utah
$1.88K +$1.32K +7 +233%
GRP
320
Global Retirement Partners
California
$1.76K – – –
IFAM
321
Institutional & Family Asset Management
Colorado
$1.69K – – –
PMFA
322
Plante Moran Financial Advisors
Michigan
$1.69K +$1.69K +9 New
CFO
323
CVA Family Office
Colorado
$1.32K +$1.32K +7 New
AWM
324
Abound Wealth Management
Tennessee
$1.13K +$1.13K +6 New
GKIM
325
GW&K Investment Management
Massachusetts
$1K +$1K +4 New
11 12
13
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