MNDY icon

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.

Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
2.78%
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
Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$210K +$210K +1,723 New
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$205K +$205K +1,686 New
TRCT
128
Tower Research Capital (TRC)
New York
$187K +$99.7K +819 +114%
Osaic Holdings
129
Osaic Holdings
Arizona
$170K +$15.9K +131 +10%
HIIFS
130
Harel Insurance Investments & Financial Services
Israel
$147K -$22.6K -186 -13%
CG
131
Cutler Group
California
$128K -$48.2K -396 -27%
Lazard Asset Management
132
Lazard Asset Management
New York
$118K +$31.6K +260 +37%
Barclays
133
Barclays
United Kingdom
$107K -$635K -5,195 -86%
AAP
134
Arax Advisory Partners
Colorado
$78.4K -$2.56K -21 -3%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$61K
CAS
136
Coppell Advisory Solutions
Texas
$55.5K +$55.5K +455 New
CASC
137
Coppell Advisory Solutions Corp
Texas
$55.5K +$55.5K +455 New
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$51K +$42.2K +346 +481%
IA
139
IFP Advisors
Florida
$48K +$1.06K +6 +2%
AAM
140
Advisors Asset Management
Colorado
$46.7K +$9.88K +81 +27%
UB
141
UMB Bank
Missouri
$45K
EI
142
Ellevest Inc
New York
$43.6K
CS
143
Credit Suisse
Switzerland
$41.1K -$681K -5,579 -94%
NFSG
144
Newbridge Financial Services Group
Florida
$38.4K -$24.4K -200 -39%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$34.6K
SIC
146
SJS Investment Consulting
Ohio
$27.9K -$244 -2 -0.9%
FHA
147
First Horizon Advisors
Tennessee
$22.3K +$8.42K +69 +61%
HSA
148
HBK Sorce Advisory
Pennsylvania
$21K +$21K +20,000 New
AP
149
Arlington Partners
Alabama
$20.6K
LC
150
Lindbrook Capital
California
$20K -$9.39K -77 -32%