We are live on ! Find out more
MNDY icon

monday.com

402 hedge funds and large institutions have $10.9B invested in monday.com in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $388M | Put options by funds: $255M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

16% more capital invested

Capital invested by funds: $9.41B → $10.9B (+$1.48B)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2% more funds holding

Funds holding: 395402 (+7)

9% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 136

1.23% less ownership

Funds ownership: 80.01%78.78% (-1.2%)

Holders
402
Holders Change
+7
Holders Change %
+1.77%
% of All Funds
5.77%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
64
Increased
148
Reduced
136
Closed
54
Calls
$388M
Puts
$255M
Net Calls
+$133M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
301
Aberdeen Group
United Kingdom
$269K +$240K +968 New
JSL
302
JT Stratford LLC
Georgia
$268K -$43.6K -176 -15%
MFIM
303
Mesirow Financial Investment Management
Illinois
$254K
PWPS
304
Pinnacle Wealth Planning Services
Ohio
$251K +$2.72K +11 +1%
AO
305
Advisor OS
Illinois
$250K -$19.1K -77 -8%
CI
306
Clal Insurance
Israel
$245K
PNC
307
Park National Corp
Ohio
$234K
GGA
308
Granite Group Advisors
Connecticut
$232K -$1.24K -5 -0.6%
IWC
309
Integrated Wealth Concepts
Massachusetts
$230K -$2.23K -9 -1%
Tudor Investment Corp
310
Tudor Investment Corp
Connecticut
$222K +$198K +798 New
KWM
311
Kolinsky Wealth Management
New Jersey
$221K +$197K +794 New
WF
312
WoodTrust Financial
Wisconsin
$215K +$192K +775 New
QCM
313
Quantinno Capital Management
New York
$214K +$190K +769 New
UAG
314
United Advisor Group
Ohio
$208K +$186K +750 New
SCI
315
S&CO Inc
Massachusetts
$206K +$184K +745 New
AT
316
American Trust
Kentucky
$204K +$182K +734 New
IAA
317
Independent Advisor Alliance
North Carolina
$201K +$179K +723 New
MF
318
Manchester Financial
California
$201K +$179K +722 New
Credit Agricole
319
Credit Agricole
France
$194K
ITFISA
320
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$193K -$37.4K -151 -18%
NEI
321
Northwest & Ethical Investments
Ontario, Canada
$181K +$24.8K +100 +18%
LFG
322
Larson Financial Group
Missouri
$168K +$129K +523 +646%
AAP
323
Arax Advisory Partners
Colorado
$162K
NFSG
324
Newbridge Financial Services Group
Florida
$146K +$52K +210 +67%
VI
325
Vestcor Inc
New Brunswick, Canada
$144K +$30.7K +124 +31%