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monday.com

277 hedge funds and large institutions have $6.21B invested in monday.com in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 89 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 31

39% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 64

33% more funds holding

Funds holding: 209277 (+68)

31% more call options, than puts

Call options by funds: $245M | Put options by funds: $187M

24% more capital invested

Capital invested by funds: $5B → $6.21B (+$1.21B)

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

2.56% more ownership

Funds ownership: 73.34%75.9% (+2.6%)

Holders
277
Holders Change
+68
Holders Change %
+32.54%
% of All Funds
4.35%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.35%
New
102
Increased
89
Reduced
64
Closed
31
Calls
$245M
Puts
$187M
Net Calls
+$58.4M
Net Calls Change
+$61.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$16.4M +$3.88M +25,950 +37%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$16.4M +$11.1M +74,114 +340%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$16.3M +$5.13M +34,340 +57%
WCA
54
Whetstone Capital Advisors
Kansas
$16.1M
HLA
55
Hamilton Lane Advisors
Pennsylvania
$12.2M -$91.4M -611,488 -90%
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$12.1M +$1.34M +8,956 +15%
Swiss National Bank
57
Swiss National Bank
Switzerland
$11.7M +$10.2M +68,500 New
SEI Investments
58
SEI Investments
Pennsylvania
$11.7M +$2.67M +17,870 +36%
MCMU
59
MIC Capital Management (UK)
United Kingdom
$11.3M
WEO
60
William E. Oberndorf
$11.1M +$705K +4,720 +8%
SV
61
Sapphire Ventures
Texas
$11M -$14.4M -96,031 -60%
Northern Trust
62
Northern Trust
Illinois
$10.8M +$7.11M +47,543 +308%
PCM
63
Pathway Capital Management
California
$9.86M +$8.6M +57,558 New
JF
64
Jump Financial
Illinois
$9.76M +$788K +5,272 +10%
SSA
65
Schonfeld Strategic Advisors
New York
$9.18M -$42.3M -283,320 -84%
WorldQuant Millennium Advisors
66
WorldQuant Millennium Advisors
New York
$8.87M +$7.74M +51,786 New
Mitsubishi UFJ Asset Management
67
Mitsubishi UFJ Asset Management
Japan
$8.83M +$3.64M +24,380 +90%
ACM
68
Atika Capital Management
New York
$8.39M +$7.32M +49,000 New
Legal & General Group
69
Legal & General Group
United Kingdom
$7.84M +$6.01M +40,184 +719%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$7.7M +$6.73M +45,000 New
TI
71
Trexquant Investment
Connecticut
$7.7M +$5.06M +33,839 +304%
QT
72
Quantbot Technologies
New York
$7.64M +$761K +5,089 +13%
CPIH
73
Consolidated Press International Holdings
Australia
$7.49M +$6.54M +43,749 New
Bank of America
74
Bank of America
North Carolina
$7.46M -$7.79M -52,144 -54%
JMPWA
75
JP Morgan Private Wealth Advisors
California
$7.33M -$10.1M -67,255 -61%

MNDY Hedge Fund Activity: Q2 2023 in Review

277 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in monday.com (MNDY) for Q2 2023, worth a combined $6.21B — up 24% from $5B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new MNDY positions and 31 closed out — a net gain of 71 holders — while 89 added to existing stakes and 64 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $123M. The largest seller was Insight Holdings Group, cutting an estimated $598M.

  • 277 institutional investors held monday.com (MNDY) as of Q2 2023, up from 209 in Q1 2023.
  • Funds reported $6.21B of monday.com stock for Q2 2023, up 24% quarter-over-quarter.
  • 102 funds opened new monday.com positions in Q2 2023 and 31 closed out, a net change of +71 holders.
  • The largest monday.com buyer in Q2 2023 was Whale Rock Capital Management, an estimated $123M added.
  • The largest monday.com seller in Q2 2023 was Insight Holdings Group, an estimated $598M sold.

Based on aggregated 13F filings for Q2 2023.