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monday.com

392 hedge funds and large institutions have $9.4B invested in monday.com in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 180 increasing their positions, 106 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-1
Holders Change %
-0.25%
% 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
180
Reduced
106
Closed
60
Calls
$271M
Puts
$189M
Net Calls
+$81.1M
Net Calls Change
-$91.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
301
Sanctuary Advisors
Indiana
$225K +$225K +1,184 New
IMCOOI
302
Investment Management Corp of Ontario (IMCO)
Canada
$222K +$222K +921 New
MFIM
303
Mesirow Financial Investment Management
Illinois
$220K +$220K +914 New
KAS
304
Kestra Advisory Services
Texas
$220K -$125K -521 -36%
PFS
305
Prospera Financial Services
Texas
$219K +$219K +909 New
PWPS
306
Pinnacle Wealth Planning Services
Ohio
$215K +$215K +891 New
CI
307
Clal Insurance
Israel
$212K
ITFISA
308
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$203K
PNC
309
Park National Corp
Ohio
$203K +$203K +844 New
GGA
310
Granite Group Advisors
Connecticut
$203K +$203K +842 New
IWC
311
Integrated Wealth Concepts
Massachusetts
$201K +$201K +835 New
FCM
312
Fortis Capital Management
Washington
$200K +$200K +831 New
SOW
313
State of Wyoming
Wyoming
$189K +$141K +584 +292%
Credit Agricole
314
Credit Agricole
France
$169K +$169K +700 New
AAM
315
Advisors Asset Management
Colorado
$151K -$5.3K -22 -3%
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K +$100K +416 +207%
BTI
317
Blue Trust Inc
Georgia
$146K +$144K +639 +10,650%
RA
318
RiverPark Advisors
New York
$143K +$4.57K +19 +3%
AAP
319
Arax Advisory Partners
Colorado
$141K +$27.9K +116 +25%
NEI
320
Northwest & Ethical Investments
Ontario, Canada
$132K +$132K +550 New
VWM
321
Venturi Wealth Management
Texas
$131K +$131K +544 New
PA
322
Parallel Advisors
California
$128K +$9.63K +40 +8%
Toronto Dominion Bank
323
Toronto Dominion Bank
Ontario, Canada
$120K +$120K +500 New
IA
324
IFP Advisors
Florida
$118K -$3.85K -16 -3%
FFA
325
Farther Finance Advisors
California
$116K +$110K +460 +1,840%