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monday.com
MNDY

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: 209 → 277 (+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: 18 → 22 (+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

Top Buyers

1
WRCM
Whale Rock Capital Management
Massachusetts
+$123M
2
BlackRock
BlackRock
New York
+$97.1M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$88.5M
4
Holocene Advisors
Holocene Advisors
New York
+$80.1M
5
Two Sigma Investments
Two Sigma Investments
New York
+$62.7M

Top Sellers

1
IHG
Insight Holdings Group
New York
-$598M
2
HLA
Hamilton Lane Advisors
Pennsylvania
-$91.4M
3
SSA
Schonfeld Strategic Advisors
New York
-$42.3M
4
Marshall Wace
Marshall Wace
United Kingdom
-$21.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$20.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
151
AE Wealth Management
Kansas
$911K +$206K +1,377 +35%
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$885K +$486K +3,254 +170%
DT
153
Diversified Trust
Tennessee
$868K +$758K +5,072 New
ADIM
154
Alpha DNA Investment Management
Maryland
$855K -$370K -2,479 -33%
TD Asset Management
155
TD Asset Management
Ontario, Canada
$841K +$734K +4,914 New
LSA
156
L & S Advisors
California
$838K +$732K +4,897 New
Verition Fund Management
157
Verition Fund Management
Connecticut
$826K +$179K +1,197 +33%
GPGA
158
Grandeur Peak Global Advisors
Utah
$797K +$60.7K +406 +10%
M&T Bank
159
M&T Bank
New York
$791K -$130K -869 -16%
Nomura Asset Management
160
Nomura Asset Management
Japan
$788K +$687K +4,600 New
Mariner
161
Mariner
Kansas
$773K +$674K +4,513 New
HSBC Holdings
162
HSBC Holdings
United Kingdom
$713K +$624K +4,176 New
MIH
163
Meitav Investment House
Israel
$687K +$607K +4,059 New
SC
164
Shay Capital
New York
$676K +$590K +3,950 New
AssetMark Inc
165
AssetMark Inc
California
$665K +$36.9K +247 +7%
ECM
166
ExodusPoint Capital Management
New York
$663K -$8.62M -57,697 -94%
XT
167
XTX Topco
Cayman Islands
$657K +$573K +3,836 New
LFAS
168
Level Four Advisory Services
Texas
$651K +$181K +1,210 +47%
LPL Financial
169
LPL Financial
California
$648K -$139K -933 -20%
DZ Bank
170
DZ Bank
Germany
$639K -$186K -1,242 -25%
VIM
171
Vinva Investment Management
Australia
$638K +$563K +3,770 New
NRD
172
Nebula Research & Development
New York
$631K +$551K +3,687 New
SVCP
173
Silicon Valley Capital Partners
California
$627K -$465K -3,111 -46%
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$622K +$542K +3,630 New
PAM
175
Panagora Asset Management
Massachusetts
$608K +$531K +3,551 New
5 6
7
8 9

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.