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monday.com

402 hedge funds and large institutions have $10.9B invested in monday.com in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $388M | Put options by funds: $255M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

16% more capital invested

Capital invested by funds: $9.41B → $10.9B (+$1.48B)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2% more funds holding

Funds holding: 395402 (+7)

9% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 136

1.23% less ownership

Funds ownership: 80.01%78.78% (-1.2%)

Holders
402
Holders Change
+7
Holders Change %
+1.77%
% of All Funds
5.77%
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
148
Reduced
136
Closed
54
Calls
$388M
Puts
$255M
Net Calls
+$133M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
351
Trifecta Capital Advisors
Illinois
$27.8K
GRP
352
Global Retirement Partners
California
$25.3K -$248 -1 -1%
Jones Financial Companies
353
Jones Financial Companies
Missouri
$22.6K +$20.5K +83 New
JIP
354
Jaffetilchin Investment Partners
Florida
$20.8K +$18.6K +75 New
FCA
355
FinTrust Capital Advisors
South Carolina
$19.7K +$5.45K +22 +45%
MIM
356
Macroview Investment Management
Maryland
$18.6K
S
357
SignatureFD
Georgia
$15.6K +$1.24K +5 +10%
WTA
358
Washington Trust Advisors
Massachusetts
$14.7K
Kayne Anderson Rudnick Investment Management
359
Kayne Anderson Rudnick Investment Management
California
$14.4K +$12.9K +52 New
PS
360
Principal Securities
Iowa
$13.3K -$13.6K -55 -53%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$12K -$990 -4 -8%
CA
362
Crewe Advisors
Utah
$11.4K -$5.45K -22 -35%
AF
363
Allworth Financial
California
$11.4K
LC
364
Lindbrook Capital
California
$11.1K
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$11.1K +$248 +1 +3%
TPCW
366
TD Private Client Wealth
New York
$11.1K +$9.65K +39 +3,900%
APTFM
367
AGUR Provident & Training Funds Management
Israel
$11K
HIIFS
368
Harel Insurance Investments & Financial Services
Israel
$10K -$98.5K -398 -92%
BIA
369
Bell Investment Advisors
California
$10K
SAM
370
Smartleaf Asset Management
Massachusetts
$9.52K +$2.72K +11 +46%
W
371
WealthCollab
Washington
$9.45K
CH
372
Cromwell Holdings
Wyoming
$9.17K +$8.17K +33 New
GWM
373
Geneos Wealth Management
Colorado
$9.17K +$8.17K +33 New
PB
374
Pinnacle Bancorp
Nebraska
$7.5K
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$7.22K +$4.7K +19 +271%