We are live on ! Find out more
MNDY icon

monday.com

336 hedge funds and large institutions have $6.87B invested in monday.com in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 135 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 37

53% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 88

50% more call options, than puts

Call options by funds: $233M | Put options by funds: $156M

25% more capital invested

Capital invested by funds: $5.5B → $6.87B (+$1.37B)

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

16% more funds holding

Funds holding: 290336 (+46)

4.84% more ownership

Funds ownership: 71.85%76.69% (+4.8%)

Holders
336
Holders Change
+46
Holders Change %
+15.86%
% of All Funds
4.9%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
84
Increased
135
Reduced
88
Closed
37
Calls
$233M
Puts
$156M
Net Calls
+$77.2M
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$3.64M +$3.12M +19,399 New
Ameriprise
102
Ameriprise
Minnesota
$3.55M +$1.43M +8,911 +89%
HighTower Advisors
103
HighTower Advisors
Illinois
$3.45M +$2.96M +18,385 New
Natixis Advisors
104
Natixis Advisors
Massachusetts
$3.38M +$1.2M +7,444 +71%
RFM
105
Royal Fund Management
Florida
$3.27M -$145K -900 -5%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$3.27M
APG Asset Management
107
APG Asset Management
Netherlands
$3.19M +$402K +2,499 +15%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$3.12M +$193K +1,200 +8%
RS
109
Rakuten Securities
Japan
$3.05M +$2.62M +16,266 New
ACMH
110
Andar Capital Management (HK)
Hong Kong
$3M +$2.58M +16,000 New
RC
111
Renaissance Capital
Connecticut
$2.96M +$554K +3,439 +28%
Charles Schwab
112
Charles Schwab
California
$2.96M +$466K +2,893 +22%
STA
113
Summit Trail Advisors
New York
$2.84M -$1.22M -7,589 -33%
HVCM
114
Hel Ved Capital Management
Hong Kong
$2.77M +$2.37M +14,745 New
ACM
115
Atika Capital Management
New York
$2.63M +$2.25M +14,000 New
Mitsubishi UFJ Trust & Banking
116
Mitsubishi UFJ Trust & Banking
Japan
$2.6M +$421K +2,613 +23%
Canada Pension Plan Investment Board
117
Canada Pension Plan Investment Board
Ontario, Canada
$2.57M
AR
118
Advisory Research
Illinois
$2.56M -$131K -813 -6%
AIM
119
ARK Investment Management
Florida
$2.53M +$207K +1,285 +11%
JF
120
Jump Financial
Illinois
$2.42M -$66.3K -412 -3%
RJA
121
Raymond James & Associates
Florida
$2.35M +$717K +4,457 +55%
Victory Capital Management
122
Victory Capital Management
Texas
$2.31M -$46.7K -290 -2%
BCM
123
Bayesian Capital Management
New York
$2.31M +$660K +4,100 +50%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$2.27M +$235K +1,460 +14%
UOC
125
UBS O'Connor
Illinois
$2.25M +$1.93M +12,000 New