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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
Toronto Dominion Bank
326
Toronto Dominion Bank
Ontario, Canada
$120K +$105K +500 New
IA
327
IFP Advisors
Florida
$118K -$3.38K -16 -3%
FFA
328
Farther Finance Advisors
California
$116K +$97K +460 +1,840%
TFA
329
Toth Financial Advisory
Virginia
$112K -$633K -3,000 -87%
HPC
330
HM Payson & Co
Maine
$110K
SSB
331
Sandy Spring Bank
Maryland
$108K
HIIFS
332
Harel Insurance Investments & Financial Services
Israel
$104K -$47K -223 -34%
VI
333
Vestcor Inc
New Brunswick, Canada
$95K
UB
334
UMB Bank
Missouri
$94.6K
CA
335
Clearstead Advisors
Ohio
$90K +$15.6K +74 +25%
NFSG
336
Newbridge Financial Services Group
Florida
$75.8K
ACM
337
Aquatic Capital Management
Illinois
$72.2K +$63.3K +300 New
SPIA
338
Steward Partners Investment Advisory
New York
$69.3K +$46.2K +219 +317%
OWA
339
Opal Wealth Advisors
New York
$68.9K +$60.3K +286 New
CAS
340
Coppell Advisory Solutions
Texas
$66.7K +$58.4K +277 New
Pacer Advisors
341
Pacer Advisors
Pennsylvania
$66.5K -$2.11K -10 -3%
AT
342
Arlington Trust
Alabama
$59.5K
GJWM
343
Gilliland Jeter Wealth Management
Arkansas
$58.3K +$21.5K +102 +73%
RI
344
Ridgewood Investments
New Jersey
$45.3K +$39.7K +188 New
PS
345
Principal Securities
Iowa
$24.8K -$6.54K -31 -23%
EWA
346
EverSource Wealth Advisors
Alabama
$24.6K +$3.16K +15 +16%
TCA
347
Trifecta Capital Advisors
Illinois
$24.1K +$21.1K +100 New
QL
348
Quarry LP
New York
$23.8K +$11.2K +53 +115%
CI
349
CAZ Investments
Texas
$23K
GRP
350
Global Retirement Partners
California
$22.1K +$16.5K +78 +557%