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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
+$280M
2
Macquarie Group
Macquarie Group
Australia
+$124M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$110M
4
SG Americas Securities
SG Americas Securities
New York
+$102M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$91.7M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$266M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$212M
3
Artisan Partners
Artisan Partners
Wisconsin
-$175M
4
DCP
Durable Capital Partners
Maryland
-$146M
5
Holocene Advisors
Holocene Advisors
New York
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGP
476
Autumn Glory Partners
Texas
– -$291K -1,027 Closed
JSL
477
JT Stratford LLC
Georgia
– -$268K -964 Closed
PWPS
478
Pinnacle Wealth Planning Services
Ohio
– -$251K -902 Closed
AO
479
Advisor OS
Illinois
– -$250K -899 Closed
PNC
480
Park National Corp
Ohio
– -$234K -844 Closed
GGA
481
Granite Group Advisors
Connecticut
– -$232K -837 Closed
IWC
482
Integrated Wealth Concepts
Massachusetts
– -$230K -826 Closed
Tudor Investment Corp
483
Tudor Investment Corp
Connecticut
– -$222K -798 Closed
KWM
484
Kolinsky Wealth Management
New Jersey
– -$221K -794 Closed
WF
485
WoodTrust Financial
Wisconsin
– -$215K -775 Closed
UAG
486
United Advisor Group
Ohio
– -$208K -750 Closed
SCI
487
S&CO Inc
Massachusetts
– -$206K -745 Closed
AT
488
American Trust
Kentucky
– -$204K -734 Closed
IAA
489
Independent Advisor Alliance
North Carolina
– -$201K -723 Closed
MF
490
Manchester Financial
California
– -$201K -722 Closed
NEI
491
Northwest & Ethical Investments
Ontario, Canada
– -$181K -650 Closed
GJWM
492
Gilliland Jeter Wealth Management
Arkansas
– -$67.2K -242 Closed
BWP
493
Baldwin Wealth Partners
Massachusetts
– -$66.1K -238 Closed
TCA
494
Trifecta Capital Advisors
Illinois
– -$27.8K -100 Closed
JIP
495
Jaffetilchin Investment Partners
Florida
– -$20.8K -75 Closed
MIM
496
Macroview Investment Management
Maryland
– -$18.6K -67 Closed
Kayne Anderson Rudnick Investment Management
497
Kayne Anderson Rudnick Investment Management
California
– -$14.4K -52 Closed
CA
498
Crewe Advisors
Utah
– -$11.4K -41 Closed
HFM
499
Harvest Fund Management
China
– -$5K -19 Closed
MA
500
MCF Advisors
Kentucky
– -$5K -18 Closed
17 18 19
20
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