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monday.com
MNDY

Overview Fund Activity

434 hedge funds and large institutions have $9.37B invested in monday.com in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 162 increasing their positions, 116 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+36
Holders Change %
+9.05%
% of All Funds
5.78%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.19%
New
109
Increased
162
Reduced
116
Closed
70
Calls
$505M
Puts
$338M
Net Calls
+$167M
Net Calls Change
+$33.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$636M
2
Macquarie Group
Macquarie Group
Australia
$158M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$110M
4
SG Americas Securities
SG Americas Securities
New York
$112M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$126M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
VOYA Investment Management
VOYA Investment Management
Georgia
$74.6M
3
Artisan Partners
Artisan Partners
Wisconsin
$0
4
DCP
Durable Capital Partners
Maryland
$110M
5
Holocene Advisors
Holocene Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
351
Spire Wealth Management
Virginia
$125K +$125K +530 New
NFSG
352
Newbridge Financial Services Group
Florida
$115K -$8.71K -37 -7%
HPC
353
HM Payson & Co
Maine
$107K – – –
AAM
354
Advisors Asset Management
Colorado
$107K -$14.4K -61 -12%
SSB
355
Sandy Spring Bank
Maryland
$106K – – –
IA
356
IFP Advisors
Florida
$95.8K -$1.41K -6 -1%
Mirae Asset Global ETFs Holdings
357
Mirae Asset Global ETFs Holdings
Hong Kong
$90.2K +$48.5K +206 +116%
Pacer Advisors
358
Pacer Advisors
Pennsylvania
$86.4K +$7.53K +32 +10%
PA
359
Parallel Advisors
California
$77.9K +$6.83K +29 +10%
SPIA
360
Steward Partners Investment Advisory
New York
$67.1K -$706 -3 -1%
Mirae Asset Global Investments
361
Mirae Asset Global Investments
South Korea
$64.2K +$27.4K +117 +75%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$63K +$52.6K +223 +507%
AT
363
Arlington Trust
Alabama
$58.2K – – –
CAS
364
Coppell Advisory Solutions
Texas
$56.3K -$25.5K -86 -31%
TRCT
365
Tower Research Capital (TRC)
New York
$49.7K -$191K -811 -79%
MB
366
Mizuho Bank
Japan
$47.1K +$7.06K +30 +18%
Loomis, Sayles & Company
367
Loomis, Sayles & Company
Massachusetts
$44K +$44K +186 New
RI
368
Ridgewood Investments
New Jersey
$40K – – –
CA
369
Clearstead Advisors
Ohio
$39.6K -$81.5K -346 -67%
FFA
370
Farther Finance Advisors
California
$37.4K – – –
CH
371
Cromwell Holdings
Wyoming
$36.7K +$29K +123 +373%
GRP
372
Global Retirement Partners
California
$35.3K +$13.9K +59 +65%
S
373
SignatureFD
Georgia
$33.9K +$20.7K +88 +157%
RS
374
R Squared
Hong Kong
$33K +$33K +140 New
WA
375
WPG Advisers
Maryland
$31.1K +$31.1K +132 New
13 14
15
16 17