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monday.com

132 hedge funds and large institutions have $8.59B invested in monday.com in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 29

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

32% more funds holding

Funds holding: 100132 (+32)

5.46% more ownership

Funds ownership: 57.59%63.05% (+5.5%)

4% more capital invested

Capital invested by funds: $8.29B → $8.59B (+$298M)

18% less call options, than puts

Call options by funds: $116M | Put options by funds: $141M

Holders
132
Holders Change
+32
Holders Change %
+32%
% of All Funds
2.03%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.2%
New
62
Increased
38
Reduced
24
Closed
29
Calls
$116M
Puts
$141M
Net Calls
-$25.4M
Net Calls Change
-$7.96M
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
101
GSA Capital Partners
United Kingdom
$249K +$275K +805 New
WG
102
Winton Group
United Kingdom
$242K +$268K +785 New
Creative Planning
103
Creative Planning
Kansas
$241K +$267K +781 New
Wolverine Trading
104
Wolverine Trading
Illinois
$221K +$245K +718 New
OQS
105
Occudo Quantitative Strategies
Florida
$220K +$244K +714 New
NL
106
NWAM LLC
Washington
$215K +$239K +698 New
Man Group
107
Man Group
United Kingdom
$212K +$235K +687 New
Parallax Volatility Advisers
108
Parallax Volatility Advisers
California
$198K +$219K +640 New
AssetMark Inc
109
AssetMark Inc
California
$192K +$213K +622 New
IA
110
IFP Advisors
Florida
$133K +$90.6K +265 +159%
CAM
111
CenterStar Asset Management
Illinois
$132K
EI
112
Ellevest Inc
New York
$110K +$74.2K +217 +155%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$88K +$63.2K +185 +187%
GG
114
Gleason Group
Kentucky
$71K
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$71K +$5.81K +17 +8%
CI
116
Clal Insurance
Israel
$51K +$56.4K +165 New
AP
117
Arlington Partners
Alabama
$48K +$52.6K +154 New
WAS
118
Winch Advisory Services
Wisconsin
$33K +$36.9K +108 New
MIM
119
Macroview Investment Management
Maryland
$21K +$18.1K +53 +353%
CG
120
Cutler Group
California
$20K -$412K -1,207 -95%
CA
121
Crewe Advisors
Utah
$20K +$11.3K +33 +103%
SOW
122
State of Wyoming
Wyoming
$13K +$12K +35 +438%
NFSG
123
Newbridge Financial Services Group
Florida
$12K
TWA
124
TCI Wealth Advisors
Arizona
$12K
LC
125
Lindbrook Capital
California
$10K