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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
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$2.88M +$2.51M +16,800 New
RJA
102
Raymond James & Associates
Florida
$2.84M +$1.13M +7,535 +83%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$2.83M -$3.21M -21,507 -57%
URS
104
Utah Retirement Systems
Utah
$2.74M +$1.03M +6,874 +75%
AIM
105
ARK Investment Management
Florida
$2.68M -$565K -3,779 -19%
APG Asset Management
106
APG Asset Management
Netherlands
$2.57M +$2.45M +16,402 New
FC
107
FORA Capital
Florida
$2.57M +$1.48M +9,927 +194%
BCM
108
Bayesian Capital Management
New York
$2.54M +$314K +2,100 +17%
CRC
109
Curi RMB Capital
Illinois
$2.52M +$166K +1,109 +8%
Public Employees Retirement Association of Colorado
110
Public Employees Retirement Association of Colorado
Colorado
$2.47M +$2.16M +14,446 New
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$2.45M +$2.14M +14,300 New
Lazard Asset Management
112
Lazard Asset Management
New York
$2.41M +$1.76M +11,750 +508%
Barclays
113
Barclays
United Kingdom
$2.32M +$1.92M +12,861 +1,946%
Victory Capital Management
114
Victory Capital Management
Texas
$2.2M -$173K -1,160 -8%
AR
115
Advisory Research
Illinois
$2.18M +$1.9M +12,705 New
GC
116
Guggenheim Capital
Illinois
$2.13M +$142K +950 +8%
PCM
117
Penserra Capital Management
California
$2.02M +$1.77M +11,830 New
GCM
118
Graham Capital Management
Connecticut
$1.91M -$5.05M -33,799 -75%
COPPSERS
119
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.91M -$2.08M -13,944 -56%
Mitsubishi UFJ Trust & Banking
120
Mitsubishi UFJ Trust & Banking
Japan
$1.87M +$1.63M +10,927 New
Osaic Holdings
121
Osaic Holdings
Arizona
$1.86M +$1.24M +8,284 +318%
AA
122
ALPS Advisors
Colorado
$1.86M -$165K -1,102 -9%
Charles Schwab
123
Charles Schwab
California
$1.85M +$1.62M +10,833 New
UBS Group
124
UBS Group
Switzerland
$1.85M -$5.58M -37,306 -78%
Wells Fargo
125
Wells Fargo
California
$1.78M +$177K +1,183 +13%

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.