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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 %
HIIFS
401
Harel Insurance Investments & Financial Services
Israel
$8K -$485 -2 -6%
WA
402
Whipplewood Advisors
Colorado
$7.77K +$7.77K +33 New
GWM
403
Geneos Wealth Management
Colorado
$7.3K -$471 -2 -6%
PB
404
Pinnacle Bancorp
Nebraska
$6.36K – – –
FWM
405
FLP Wealth Management
Arkansas
$5.65K +$5.65K +24 New
MCM
406
MAI Capital Management
Ohio
$5.42K +$5.42K +23 New
QCG
407
Quadrant Capital Group
Ohio
$5.18K +$4.24K +18 +450%
TFGT
408
TS Financial Group (TSFG)
Illinois
$5K – – –
BAM
409
Bellevue Asset Management
Washington
$4.94K – – –
GWSA
410
Global Wealth Strategies & Associates
Colorado
$4.71K – – –
WWM
411
Wolff Wiese Magana
California
$4.47K – – –
FC
412
Fairscale Capital
New Hampshire
$3.53K – – –
BIG
413
Brooklyn Investment Group
New York
$3.53K +$3.53K +15 New
PTC
414
Private Trust Company
Ohio
$3.06K +$942 +4 +44%
Canada Pension Plan Investment Board
415
Canada Pension Plan Investment Board
Ontario, Canada
$2.35K -$93.5K -397 -98%
GKIM
416
GW&K Investment Management
Massachusetts
$2K – – –
CFO
417
CVA Family Office
Colorado
$1.65K – – –
BCMLT
418
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.65K – – –
WTC
419
WhitTier Trust Company
Nevada
$1.65K +$1.65K +7 New
SO
420
Sierra Ocean
California
$1.65K +$1.65K +7 New
GI
421
GAMMA Investing
California
$1.41K – – –
NA
422
NewEdge Advisors
Louisiana
$1.18K +$1.18K +5 New
CJ
423
Caitlin John
Michigan
$1.18K +$1.18K +5 New
RIL
424
Rothschild Investment LLC
Illinois
$942 -$471 -2 -33%
HNB
425
Huntington National Bank
Ohio
$942 -$236 -1 -20%
15 16
17
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