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monday.com
MNDY

Overview Fund Activity

434 hedge funds and large institutions have $9.37B invested in monday.com in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 162 increasing their positions, 116 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+36
Holders Change %
+9.05%
% of All Funds
5.78%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
109
Increased
162
Reduced
116
Closed
70
Calls
$505M
Puts
$338M
Net Calls
+$167M
Net Calls Change
+$33.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$636M
2
Macquarie Group
Macquarie Group
Australia
$158M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$110M
4
SG Americas Securities
SG Americas Securities
New York
$112M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$126M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
VOYA Investment Management
VOYA Investment Management
Georgia
$74.6M
3
Artisan Partners
Artisan Partners
Wisconsin
$0
4
DCP
Durable Capital Partners
Maryland
$110M
5
Holocene Advisors
Holocene Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
301
Wilmington Savings Fund Society
Delaware
$397K – – –
SVCP
302
Silicon Valley Capital Partners
California
$394K – – –
CP
303
Covenant Partners
Tennessee
$388K – – –
EI
304
Ellevest Inc
New York
$377K -$6.36K -27 -2%
LBWM
305
Left Brain Wealth Management
Illinois
$372K +$372K +1,580 New
Corient Private Wealth
306
Corient Private Wealth
Florida
$363K +$32.5K +138 +10%
CC
307
Chicago Capital
Illinois
$356K -$67.1K -285 -16%
IC
308
Iconiq Capital
California
$355K +$355K +1,506 New
VA
309
Vident Advisory
Georgia
$349K -$67.1K -285 -16%
KIA
310
KCM Investment Advisors
California
$332K – – –
CCM
311
Coldstream Capital Management
Washington
$321K -$2.35K -10 -0.7%
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$313K +$16.5K +70 +6%
BTI
313
Blue Trust Inc
Georgia
$309K +$234K +992 +311%
Osaic Holdings
314
Osaic Holdings
Arizona
$304K -$1.96M -8,333 -87%
BCI
315
Brinker Capital Investments
Pennsylvania
$303K +$50.4K +214 +20%
OPS
316
Orion Portfolio Solutions
Nebraska
$303K +$50.4K +214 +20%
VFA
317
Values First Advisors
Tennessee
$299K -$422K -1,791 -59%
DILIC
318
Dai-ichi Life Insurance Company
Japan
$297K -$23.5K -100 -7%
SOW
319
State of Wyoming
Wyoming
$292K +$4.47K +19 +2%
FRM
320
Fox Run Management
Connecticut
$292K +$292K +1,241 New
SA
321
Sanctuary Advisors
Indiana
$290K +$290K +1,199 New
BAM
322
Blueshift Asset Management
New Jersey
$285K +$285K +1,210 New
CMF
323
Counterpoint Mutual Funds
California
$279K -$133K -566 -32%
AAMU
324
APG Asset Management US
New York
$278K +$278K +1,179 New
QCM
325
Qsemble Capital Management
New York
$269K +$269K +1,144 New
11 12
13
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