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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
CVA
301
Central Valley Advisors
California
$250K +$3.58K +17 New
NMC
302
Nine Masts Capital
Hong Kong
$241K +$211K +1,000 New
AO
303
Advisor OS
Illinois
$235K +$206K +976 New
SA
304
Sanctuary Advisors
Indiana
$225K +$250K +1,184 New
IMCOOI
305
Investment Management Corp of Ontario (IMCO)
Canada
$222K +$194K +921 New
MFIM
306
Mesirow Financial Investment Management
Illinois
$220K +$193K +914 New
KAS
307
Kestra Advisory Services
Texas
$220K -$110K -521 -36%
PFS
308
Prospera Financial Services
Texas
$219K +$192K +909 New
PWPS
309
Pinnacle Wealth Planning Services
Ohio
$215K +$188K +891 New
CI
310
Clal Insurance
Israel
$212K
ITFISA
311
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$203K
PNC
312
Park National Corp
Ohio
$203K +$178K +844 New
GGA
313
Granite Group Advisors
Connecticut
$203K +$178K +842 New
IWC
314
Integrated Wealth Concepts
Massachusetts
$201K +$176K +835 New
FCM
315
Fortis Capital Management
Washington
$200K +$175K +831 New
SOW
316
State of Wyoming
Wyoming
$189K +$123K +584 +292%
Credit Agricole
317
Credit Agricole
France
$169K +$148K +700 New
AAM
318
Advisors Asset Management
Colorado
$151K -$4.64K -22 -3%
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K +$87.7K +416 +207%
BTI
320
Blue Trust Inc
Georgia
$146K +$135K +639 +10,650%
RA
321
RiverPark Advisors
New York
$143K +$4.01K +19 +3%
AAP
322
Arax Advisory Partners
Colorado
$141K +$24.5K +116 +25%
NEI
323
Northwest & Ethical Investments
Ontario, Canada
$132K +$116K +550 New
VWM
324
Venturi Wealth Management
Texas
$131K +$115K +544 New
PA
325
Parallel Advisors
California
$128K +$8.44K +40 +8%