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monday.com

395 hedge funds and large institutions have $9.41B invested in monday.com in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 182 increasing their positions, 106 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 106

43% more call options, than puts

Call options by funds: $271M | Put options by funds: $189M

11% more capital invested

Capital invested by funds: $8.49B → $9.41B (+$913M)

3.1% more ownership

Funds ownership: 76.91%80.01% (+3.1%)

3% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 61

1% less funds holding

Funds holding: 397395 (-2)

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
395
Holders Change
-2
Holders Change %
-0.5%
% of All Funds
5.7%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.2%
New
63
Increased
182
Reduced
106
Closed
61
Calls
$271M
Puts
$189M
Net Calls
+$81.1M
Net Calls Change
-$91.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$1.11M -$154K -728 -14%
GC
202
Guggenheim Capital
Illinois
$1.06M -$54.4K -258 -6%
NAM
203
Nissay Asset Management
Japan
$1.05M +$201K +955 +28%
FWI
204
Facet Wealth Inc
Maryland
$1.04M +$965K +4,576 New
Neuberger Berman Group
205
Neuberger Berman Group
New York
$1.03M +$138K +653 +18%
SCA
206
Snowden Capital Advisors
New York
$993K +$139K +657 +19%
Commonwealth Equity Services
207
Commonwealth Equity Services
Massachusetts
$971K +$173K +820 +26%
Prudential Financial
208
Prudential Financial
New Jersey
$929K +$50.6K +240 +7%
COI
209
Connable Office Inc
Michigan
$929K +$160K +758 +24%
PCM
210
Penserra Capital Management
California
$927K -$975K -4,622 -55%
GCM
211
Graham Capital Management
Connecticut
$922K +$537K +2,546 +198%
GPGA
212
Grandeur Peak Global Advisors
Utah
$912K
Mariner
213
Mariner
Kansas
$853K -$137K -650 -15%
AI
214
Atria Investments
North Carolina
$848K +$743K +3,522 New
TC
215
TownSquare Capital
Utah
$828K +$5.27K +25 +0.7%
MIM
216
MetLife Investment Management
New Jersey
$822K +$383K +1,815 +113%
Nordea Investment Management
217
Nordea Investment Management
Sweden
$818K +$89.8K +426 +14%
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$797K +$174K +824 +33%
Ensign Peak Advisors
219
Ensign Peak Advisors
Utah
$793K +$484K +2,294 +229%
SMDAM
220
Sumitomo Mitsui DS Asset Management
Japan
$786K +$172K +814 +33%
YC
221
Yarbrough Capital
Tennessee
$762K
Russell Investments Group
222
Russell Investments Group
United Kingdom
$756K -$4.75M -22,532 -88%
DIM
223
DC Investments Management
Virginia
$753K
VFA
224
Values First Advisors
Tennessee
$729K -$156K -738 -20%
DT
225
Diversified Trust
Tennessee
$728K -$337K -1,597 -35%