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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 %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$71.4K – – –
AAM
177
Advisors Asset Management
Colorado
$64K +$9.28K +65 +17%
Royal Bank of Canada
178
Royal Bank of Canada
Ontario, Canada
$61K +$1.15K +8 +2%
CI
179
Clal Insurance
Israel
$58K +$34K +237 +142%
Group One Trading
180
Group One Trading
Illinois
$53.4K +$53.4K +374 New
UB
181
UMB Bank
Missouri
$52.1K – – –
RI
182
Ridgewood Investments
New Jersey
$51.2K +$51.2K +359 New
NFSG
183
Newbridge Financial Services Group
Florida
$45K – – –
QL
184
Quarry LP
New York
$36.3K +$23.8K +167 +192%
SIC
185
SJS Investment Consulting
Ohio
$32.7K – – –
IA
186
IFP Advisors
Florida
$31.8K -$16.6K -93 -34%
FHA
187
First Horizon Advisors
Tennessee
$22K -$4.14K -29 -16%
S
188
SignatureFD
Georgia
$20.1K +$2.57K +18 +15%
Pacer Advisors
189
Pacer Advisors
Pennsylvania
$19.7K +$428 +3 +2%
LC
190
Lindbrook Capital
California
$19.4K -$4K -28 -17%
PA
191
Parallel Advisors
California
$16.3K +$3.57K +25 +28%
MIM
192
Macroview Investment Management
Maryland
$13.1K -$5.28K -37 -29%
CA
193
Crewe Advisors
Utah
$11.8K +$11.8K +83 New
SPIA
194
Steward Partners Investment Advisory
New York
$8.71K +$3.57K +25 +69%
WTA
195
Washington Trust Advisors
Massachusetts
$7.99K – – –
TFGT
196
TS Financial Group (TSFG)
Illinois
$6K – – –
TWA
197
TCI Wealth Advisors
Arizona
$5.71K – – –
DekaBank Deutsche Girozentrale
198
DekaBank Deutsche Girozentrale
Germany
$5K +$2.79K +19 +127%
AB
199
Amalgamated Bank
New York
$5K +$3.82K +29 +322%
AP
200
Arlington Partners
Alabama
$4.28K -$19.8K -139 -82%
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8
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