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monday.com

393 hedge funds and large institutions have $8.49B invested in monday.com in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 141 increasing their positions, 91 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
393
Holders Change
+60
Holders Change %
+18.02%
% of All Funds
5.7%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.28%
New
121
Increased
141
Reduced
91
Closed
57
Calls
$338M
Puts
$165M
Net Calls
+$173M
Net Calls Change
+$95.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
326
Parallel Advisors
California
$111K +$91.5K +405 +476%
AAP
327
Arax Advisory Partners
Colorado
$106K +$106K +469 New
HPC
328
HM Payson & Co
Maine
$103K +$103K +455 New
SSB
329
Sandy Spring Bank
Maryland
$102K
VI
330
Vestcor Inc
New Brunswick, Canada
$89K
UB
331
UMB Bank
Missouri
$88.8K
GWP
332
Gen-Wealth Partners
Michigan
$75.4K +$75.4K +334 New
NFSG
333
Newbridge Financial Services Group
Florida
$71.1K
Pacer Advisors
334
Pacer Advisors
Pennsylvania
$64.6K +$11.3K +50 +21%
AT
335
Arlington Trust
Alabama
$55.8K
CA
336
Clearstead Advisors
Ohio
$54.4K +$7.25K +40 +15%
TPCW
337
TD Private Client Wealth
New York
$47K -$31.8K -141 -40%
FDCDDQ
338
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.3K +$45.3K +201 New
SOW
339
State of Wyoming
Wyoming
$45.2K +$45.2K +200 New
GJWM
340
Gilliland Jeter Wealth Management
Arkansas
$31.6K +$31.6K +140 New
PS
341
Principal Securities
Iowa
$30.3K +$15.4K +68 +103%
LC
342
Lindbrook Capital
California
$25.5K
SWM
343
Spire Wealth Management
Virginia
$24.8K -$885K -3,916 -97%
SPM
344
Symmetry Peak Management
Pennsylvania
$24.8K -$766K -3,390 -97%
AIM
345
Arcadia Investment Management
Michigan
$23.7K +$23.7K +105 New
AB
346
Amalgamated Bank
New York
$23K -$1.8K -8 -7%
FHA
347
First Horizon Advisors
Tennessee
$22.1K +$15.8K +70 +250%
CI
348
CAZ Investments
Texas
$22K
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$21K +$4.69K +21 +29%
FCA
350
FinTrust Capital Advisors
South Carolina
$19.4K +$1.13K +5 +6%