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monday.com

398 hedge funds and large institutions have $10.7B invested in monday.com in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 146 increasing their positions, 135 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+6
Holders Change %
+1.53%
% of All Funds
5.76%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
64
Increased
146
Reduced
135
Closed
55
Calls
$388M
Puts
$255M
Net Calls
+$133M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
351
FinTrust Capital Advisors
South Carolina
$19.7K +$6.11K +22 +45%
MIM
352
Macroview Investment Management
Maryland
$18.6K
S
353
SignatureFD
Georgia
$15.6K +$1.39K +5 +10%
WTA
354
Washington Trust Advisors
Massachusetts
$14.7K
Kayne Anderson Rudnick Investment Management
355
Kayne Anderson Rudnick Investment Management
California
$14.4K +$14.4K +52 New
PS
356
Principal Securities
Iowa
$13.3K -$15.3K -55 -53%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$12K -$1.09K -4 -8%
CA
358
Crewe Advisors
Utah
$11.4K -$6.11K -22 -35%
AF
359
Allworth Financial
California
$11.4K
LC
360
Lindbrook Capital
California
$11.1K
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$11.1K +$278 +1 +3%
TPCW
362
TD Private Client Wealth
New York
$11.1K +$10.8K +39 +3,900%
APTFM
363
AGUR Provident & Training Funds Management
Israel
$11K
HIIFS
364
Harel Insurance Investments & Financial Services
Israel
$10K -$114K -398 -92%
BIA
365
Bell Investment Advisors
California
$10K
SAM
366
Smartleaf Asset Management
Massachusetts
$9.52K +$2.99K +11 +46%
W
367
WealthCollab
Washington
$9.45K
GWM
368
Geneos Wealth Management
Colorado
$9.17K +$9.17K +33 New
CH
369
Cromwell Holdings
Wyoming
$9.17K +$9.17K +33 New
PB
370
Pinnacle Bancorp
Nebraska
$7.5K
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$7.22K +$5.28K +19 +271%
TFGT
372
TS Financial Group (TSFG)
Illinois
$6K
BAM
373
Bellevue Asset Management
Washington
$5.83K
GWSA
374
Global Wealth Strategies & Associates
Colorado
$5.56K +$5.56K +20 New
WWM
375
Wolff Wiese Magana
California
$5.28K +$5.28K +19 New