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monday.com

290 hedge funds and large institutions have $5.5B invested in monday.com in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $214M | Put options by funds: $152M

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

35% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 88

5% more funds holding

Funds holding: 277290 (+13)

4.05% less ownership

Funds ownership: 75.9%71.85% (-4.1%)

11% less capital invested

Capital invested by funds: $6.21B → $5.5B (-$706M)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
290
Holders Change
+13
Holders Change %
+4.69%
% of All Funds
4.6%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.29%
New
54
Increased
119
Reduced
88
Closed
39
Calls
$214M
Puts
$152M
Net Calls
+$61.6M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Temasek Holdings
126
Temasek Holdings
Singapore
$1.83M +$884K +5,266 +85%
Mitsubishi UFJ Trust & Banking
127
Mitsubishi UFJ Trust & Banking
Japan
$1.78M +$46.8K +279 +3%
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$1.78M +$1.01M +6,033 +117%
US Bancorp
129
US Bancorp
Minnesota
$1.76M +$794K +4,731 +75%
BCM
130
Bienville Capital Management
New York
$1.74M +$1.83M +10,900 New
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$1.69M +$788K +4,691 +79%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$1.68M +$1.77M +10,540 New
Ameriprise
133
Ameriprise
Minnesota
$1.59M -$2.6M -15,485 -61%
Wells Fargo
134
Wells Fargo
California
$1.56M -$98.1K -584 -6%
PRC
135
Pearl River Capital
Michigan
$1.53M +$261K +1,553 +19%
QT
136
Quantbot Technologies
New York
$1.5M -$5.91M -35,200 -79%
LCG
137
Lisanti Capital Growth
New York
$1.44M -$1.32M -7,890 -47%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$1.41M -$72.9K -434 -5%
FAF
139
Fjarde Ap-fonden
Sweden
$1.35M +$1.43M +8,500 New
VanEck Associates
140
VanEck Associates
New York
$1.35M +$90.3K +538 +7%
Manulife (Manufacturers Life Insurance)
141
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.33M +$42.8K +255 +3%
BCM
142
Bayesian Capital Management
New York
$1.31M -$1.11M -6,600 -45%
RJA
143
Raymond James & Associates
Florida
$1.28M -$1.43M -8,535 -51%
Asset Management One
144
Asset Management One
Japan
$1.25M -$22.3K -133 -2%
Public Sector Pension Investment Board (PSP Investments)
145
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.23M -$50.4K -300 -4%
Stifel Financial
146
Stifel Financial
Missouri
$1.22M +$238K +1,415 +23%
Lazard Asset Management
147
Lazard Asset Management
New York
$1.21M -$1.09M -6,490 -46%
Pictet Asset Management
148
Pictet Asset Management
Switzerland
$1.2M +$1.26M +7,529 New
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
$1.15M -$280K -1,667 -19%
Amundi
150
Amundi
France
$1.08M +$177K +1,052 +16%

MNDY Hedge Fund Activity: Q3 2023 in Review

290 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in monday.com (MNDY) for Q3 2023, worth a combined $5.5B — down 11% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new MNDY positions and 39 closed out — a net gain of 15 holders — while 119 added to existing stakes and 88 trimmed.

The largest buyer was Invesco, adding an estimated $81.2M. The largest seller was Insight Holdings Group, cutting an estimated $336M.

  • 290 institutional investors held monday.com (MNDY) as of Q3 2023, up from 277 in Q2 2023.
  • Funds reported $5.5B of monday.com stock for Q3 2023, down 11% quarter-over-quarter.
  • 54 funds opened new monday.com positions in Q3 2023 and 39 closed out, a net change of +15 holders.
  • The largest monday.com buyer in Q3 2023 was Invesco, an estimated $81.2M added.
  • The largest monday.com seller in Q3 2023 was Insight Holdings Group, an estimated $336M sold.

Based on aggregated 13F filings for Q3 2023.