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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
5.71%
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
FHA
351
First Horizon Advisors
Tennessee
$21.7K -$1.69K -8 -8%
LFG
352
Larson Financial Group
Missouri
$19.5K +$4.01K +19 +31%
MIM
353
Macroview Investment Management
Maryland
$16.1K -$844 -4 -6%
CA
354
Crewe Advisors
Utah
$15.2K +$1.69K +8 +15%
APTFM
355
AGUR Provident & Training Funds Management
Israel
$15K
AIM
356
Arcadia Investment Management
Michigan
$14.9K -$9.07K -43 -41%
BWP
357
Baldwin Wealth Partners
Massachusetts
$14.4K +$3.38K +16 +36%
WTA
358
Washington Trust Advisors
Massachusetts
$12.8K
S
359
SignatureFD
Georgia
$12.3K
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$12K -$9.7K -46 -49%
FCA
361
FinTrust Capital Advisors
South Carolina
$11.8K -$7.8K -37 -43%
LC
362
Lindbrook Capital
California
$9.63K -$15.4K -73 -65%
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$9.39K +$8.23K +39 New
AF
364
Allworth Financial
California
$9.38K
BIA
365
Bell Investment Advisors
California
$8.67K +$1.05K +5 +16%
W
366
WealthCollab
Washington
$8.19K
ETC
367
Exchange Traded Concepts
Oklahoma
$7.95K +$1.69K +8 +32%
WTC
368
WhitTier Trust Company
Nevada
$7.46K
PB
369
Pinnacle Bancorp
Nebraska
$6.5K
MA
370
MCF Advisors
Kentucky
$6.26K -$211 -1 -4%
SAM
371
Smartleaf Asset Management
Massachusetts
$5.67K +$211 +1 +4%
CFGS
372
Concourse Financial Group Securities
Alabama
$5.3K -$165K -783 -97%
BAM
373
Bellevue Asset Management
Washington
$5.05K
BFEC
374
Benjamin F. Edwards & Company
Missouri
$5K -$422 -2 -9%
TFGT
375
TS Financial Group (TSFG)
Illinois
$5K