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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
EGI
76
EAM Global Investors
California
$7.1M +$6.19M +41,444 New
EGM
77
Engineers Gate Manager
New York
$6.97M -$670K -4,480 -10%
MGIM
78
M&G Investment Management
United Kingdom
$6.97M +$6.09M +40,745 New
Sumitomo Mitsui Trust Group
79
Sumitomo Mitsui Trust Group
Japan
$6.72M +$5.87M +39,255 New
SOMRS
80
State of Michigan Retirement System
Michigan
$6.47M +$5.65M +37,799 New
Vanguard Group
81
Vanguard Group
Pennsylvania
$5.81M +$3.42M +22,902 +208%
Squarepoint
82
Squarepoint
New York
$5.53M -$1.05M -7,039 -18%
Canada Pension Plan Investment Board
83
Canada Pension Plan Investment Board
Ontario, Canada
$4.98M +$4.34M +29,070 New
PP
84
PDT Partners
New York
$4.89M +$494K +3,303 +13%
CIBC World Market
85
CIBC World Market
Ontario, Canada
$4.42M +$638K +4,272 +20%
Capital Fund Management (CFM)
86
Capital Fund Management (CFM)
France
$4.4M +$3.84M +25,682 New
Ameriprise
87
Ameriprise
Minnesota
$4.37M +$2.51M +16,773 +192%
Teacher Retirement System of Texas
88
Teacher Retirement System of Texas
Texas
$4.14M +$3.62M +24,209 New
Russell Investments Group
89
Russell Investments Group
United Kingdom
$3.93M +$3.47M +23,204 New
PI
90
PFS Investments
Georgia
$3.82M +$28.2K +189 +9%
WMSA
91
Weiss Multi-Strategy Advisers
New York
$3.72M +$558K +3,737 +21%
CS
92
Credit Suisse
Switzerland
$3.66M +$3.19M +21,354 New
Robeco Institutional Asset Management
93
Robeco Institutional Asset Management
Netherlands
$3.51M +$2.95M +19,765 +2,780%
AIM
94
Aigen Investment Management
New York
$3.49M +$2.14M +14,318 +236%
FCM
95
Firsthand Capital Management
California
$3.42M
ACM
96
Aquatic Capital Management
Illinois
$3.01M +$1.14M +7,600 +76%
California State Teachers Retirement System (CalSTRS)
97
California State Teachers Retirement System (CalSTRS)
California
$2.99M +$2.61M +17,459 New
Deutsche Bank
98
Deutsche Bank
Germany
$2.95M +$2.58M +17,242 New
STA
99
Summit Trail Advisors
New York
$2.94M +$700K +4,685 +38%
LCG
100
Lisanti Capital Growth
New York
$2.89M -$1.61M -10,745 -39%

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.