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monday.com
MNDY

Overview Fund Activity

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

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
$729M
2
BlackRock
BlackRock
New York
$398M
3
Artisan Partners
Artisan Partners
Wisconsin
$123M
4
EC
Eminence Capital
New York
$105M
5
SP
ShawSpring Partners
Massachusetts
$98.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$63.7M
2
IHG
Insight Holdings Group
New York
$0
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$30.6M
4
WRCM
Whale Rock Capital Management
Massachusetts
$97.4M
5
Citadel Advisors
Citadel Advisors
Florida
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
351
EverSource Wealth Advisors
Alabama
$17.4K – – –
MIM
352
Macroview Investment Management
Maryland
$16K -$678 -3 -4%
SPIA
353
Steward Partners Investment Advisory
New York
$15.6K +$1.36K +6 +10%
LFG
354
Larson Financial Group
Missouri
$14K +$14K +62 New
CA
355
Crewe Advisors
Utah
$12.4K +$3.16K +14 +34%
WTA
356
Washington Trust Advisors
Massachusetts
$12K -$678 -3 -5%
S
357
SignatureFD
Georgia
$11.5K -$16.3K -72 -59%
APTFM
358
AGUR Provident & Training Funds Management
Israel
$11K +$11K +63 New
QL
359
Quarry LP
New York
$10.4K -$14.7K -65 -59%
BWP
360
Baldwin Wealth Partners
Massachusetts
$9.94K +$9.94K +44 New
AF
361
Allworth Financial
California
$9.26K +$9.26K +41 New
W
362
WealthCollab
Washington
$7.68K – – –
NRG
363
Nemes Rush Group
Michigan
$7.68K +$7.68K +34 New
BIA
364
Bell Investment Advisors
California
$7K +$452 +2 +7%
UIA
365
Ulland Investment Advisors
Minnesota
$7K +$7K +32 New
WTC
366
WhitTier Trust Company
Nevada
$7K +$7K +31 New
MA
367
MCF Advisors
Kentucky
$6.1K +$6.1K +27 New
PB
368
Pinnacle Bancorp
Nebraska
$6.1K – – –
PTC
369
Private Trust Company
Ohio
$5.87K -$1.81K -8 -24%
ETC
370
Exchange Traded Concepts
Oklahoma
$5.65K +$5.65K +25 New
FFA
371
Farther Finance Advisors
California
$5.53K +$5.08K +23 +1,150%
SAM
372
Smartleaf Asset Management
Massachusetts
$5.22K – – –
TFGT
373
TS Financial Group (TSFG)
Illinois
$5K – – –
BFEC
374
Benjamin F. Edwards & Company
Missouri
$5K +$5K +22 New
BAM
375
Bellevue Asset Management
Washington
$4.74K – – –
13 14
15
16 17