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monday.com
MNDY

Overview Fund Activity

209 hedge funds and large institutions have $5B invested in monday.com in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 80 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+37
Holders Change %
+21.51%
% of All Funds
3.35%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
62
Increased
80
Reduced
40
Closed
23
Calls
$99.1M
Puts
$102M
Net Calls
-$3.32M
Net Calls Change
+$9.88M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$383M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$62.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$87.7M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$72.5M
5
SSA
5
Schonfeld Strategic Advisors
New York
$48.1M

Top Sellers

1
IHG
1
Insight Holdings Group
New York
$1.52B
2
SV
2
Sapphire Ventures
Texas
$22.8M
3
NAMA
3
Nikko Asset Management Americas
New York
$0
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$0
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
151
Prelude Capital Management
New York
$321K +$321K +2,248 New
OR
152
Olympiad Research
Connecticut
$321K +$321K +2,248 New
BFM
153
Boothbay Fund Management
New York
$292K +$292K +2,046 New
PI
154
PFS Investments
Georgia
$274K +$274K +2,047 New
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
$273K +$27.4K +192 +11%
TRCT
156
Tower Research Capital (TRC)
New York
$272K +$52.3K +366 +24%
JIP
157
Jaffetilchin Investment Partners
Florida
$261K -$106K -746 -29%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$257K – – –
Creative Planning
159
Creative Planning
Kansas
$257K +$2K +14 +0.8%
WG
160
Winton Group
United Kingdom
$242K +$242K +1,695 New
BRWA
161
B. Riley Wealth Advisors
Florida
$232K +$232K +1,623 New
CC
162
Chicago Capital
Illinois
$216K +$216K +1,510 New
FPAS
163
Focus Partners Advisor Solutions
Missouri
$211K +$211K +1,480 New
KIA
164
KCM Investment Advisors
California
$201K -$119K -836 -37%
HIIFS
165
Harel Insurance Investments & Financial Services
Israel
$188K +$15.7K +110 +9%
WBC
166
Westpac Banking Corp
Australia
$170K -$157K -1,100 -48%
HCA
167
Harbor Capital Advisors
Illinois
$125K +$125K +876 New
CMF
168
Counterpoint Mutual Funds
California
$108K +$108K +755 New
Robeco Institutional Asset Management
169
Robeco Institutional Asset Management
Netherlands
$101K +$101K +711 New
Barclays
170
Barclays
United Kingdom
$94K -$30.6K -215 -25%
US Bancorp
171
US Bancorp
Minnesota
$89.1K +$82.1K +575 +1,173%
EI
172
Ellevest Inc
New York
$86.6K +$35.7K +250 +70%
Amundi
173
Amundi
France
$82.3K -$221K -1,711 -73%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$82.1K +$41.5K +291 +102%
CG
175
Cutler Group
California
$78K -$71.1K -501 -48%
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