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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 %
TFA
326
Toth Financial Advisory
Virginia
$112K -$722K -3,000 -87%
HPC
327
HM Payson & Co
Maine
$110K
SSB
328
Sandy Spring Bank
Maryland
$108K
HIIFS
329
Harel Insurance Investments & Financial Services
Israel
$104K -$53.6K -223 -34%
VI
330
Vestcor Inc
New Brunswick, Canada
$95K
UB
331
UMB Bank
Missouri
$94.6K
CA
332
Clearstead Advisors
Ohio
$90K +$17.8K +74 +25%
NFSG
333
Newbridge Financial Services Group
Florida
$75.8K
ACM
334
Aquatic Capital Management
Illinois
$72.2K +$72.2K +300 New
SPIA
335
Steward Partners Investment Advisory
New York
$69.3K +$52.7K +219 +317%
OWA
336
Opal Wealth Advisors
New York
$68.9K +$68.9K +286 New
CAS
337
Coppell Advisory Solutions
Texas
$66.7K +$66.7K +277 New
Pacer Advisors
338
Pacer Advisors
Pennsylvania
$66.5K -$2.41K -10 -3%
AT
339
Arlington Trust
Alabama
$59.5K
GJWM
340
Gilliland Jeter Wealth Management
Arkansas
$58.3K +$24.6K +102 +73%
RI
341
Ridgewood Investments
New Jersey
$45.3K +$45.3K +188 New
PS
342
Principal Securities
Iowa
$24.8K -$7.46K -31 -23%
EWA
343
EverSource Wealth Advisors
Alabama
$24.6K +$3.45K +15 +16%
TCA
344
Trifecta Capital Advisors
Illinois
$24.1K +$24.1K +100 New
QL
345
Quarry LP
New York
$23.8K +$12.8K +53 +115%
CI
346
CAZ Investments
Texas
$23K
GRP
347
Global Retirement Partners
California
$22.2K +$18.8K +78 +557%
FHA
348
First Horizon Advisors
Tennessee
$21.7K -$1.93K -8 -8%
LFG
349
Larson Financial Group
Missouri
$19.5K +$4.58K +19 +31%
MIM
350
Macroview Investment Management
Maryland
$16.1K -$963 -4 -6%