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monday.com

172 hedge funds and large institutions have $4.28B invested in monday.com in 2022 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $3.26B → $4.28B (+$1.02B)

13.36% more ownership

Funds ownership: 64.39%77.75% (+13%)

0% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 44

0% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 45

1% less funds holding

Funds holding: 174172 (-2)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

21% less call options, than puts

Call options by funds: $50.4M | Put options by funds: $63.6M

Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
2.76%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.29%
New
44
Increased
45
Reduced
45
Closed
44
Calls
$50.4M
Puts
$63.6M
Net Calls
-$13.2M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
GPGA
101
Grandeur Peak Global Advisors
Utah
$456K
Acadian Asset Management
102
Acadian Asset Management
Massachusetts
$447K +$248K +2,388 +185%
Vontobel Holding
103
Vontobel Holding
Switzerland
$441K +$376K +3,618 New
AssetMark Inc
104
AssetMark Inc
California
$440K +$375K +3,606 New
URS
105
Utah Retirement Systems
Utah
$425K
WCM
106
Washington Capital Management
Washington
$415K
Walleye Trading
107
Walleye Trading
New York
$408K +$207K +1,994 +147%
DIM
108
DC Investments Management
Virginia
$382K +$325K +3,129 New
Bessemer Group
109
Bessemer Group
New Jersey
$352K
YC
110
Yarbrough Capital
Tennessee
$337K
JIP
111
Jaffetilchin Investment Partners
Florida
$314K +$267K +2,571 New
CC
112
Corton Capital
Ontario, Canada
$305K +$260K +2,498 New
LPL Financial
113
LPL Financial
California
$294K +$250K +2,408 New
WP
114
Woodline Partners
California
$292K +$249K +2,392 New
QT
115
Quantamental Technologies
New York
$281K -$410K -3,941 -63%
VPIM
116
Vanguard Personalized Indexing Management
California
$280K +$239K +2,296 New
DU
117
Delphia (USA)
Ontario, Canada
$280K +$239K +2,295 New
WBC
118
Westpac Banking Corp
Australia
$279K
KIA
119
KCM Investment Advisors
California
$274K -$66.6K -640 -22%
Amundi
120
Amundi
France
$255K +$244K +2,347 New
Verition Fund Management
121
Verition Fund Management
Connecticut
$234K -$296K -2,842 -60%
TC
122
Titleist Capital
Texas
$232K +$198K +1,900 New
TSS
123
Two Sigma Securities
New York
$226K -$129K -1,240 -40%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$220K +$416 +4 +0.2%
Creative Planning
125
Creative Planning
Kansas
$218K +$186K +1,786 New