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monday.com

402 hedge funds and large institutions have $10.9B invested in monday.com in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $388M | Put options by funds: $255M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

16% more capital invested

Capital invested by funds: $9.41B → $10.9B (+$1.48B)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2% more funds holding

Funds holding: 395402 (+7)

9% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 136

1.23% less ownership

Funds ownership: 80.01%78.78% (-1.2%)

Holders
402
Holders Change
+7
Holders Change %
+1.77%
% of All Funds
5.77%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
64
Increased
148
Reduced
136
Closed
54
Calls
$388M
Puts
$255M
Net Calls
+$133M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
201
Teacher Retirement System of Texas
Texas
$1.16M +$609K +2,461 +142%
Neuberger Berman Group
202
Neuberger Berman Group
New York
$1.14M -$43.3K -175 -4%
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$1.13M +$461K +1,861 +84%
Prudential Financial
204
Prudential Financial
New Jersey
$1.13M +$52K +210 +5%
PCM
205
Prelude Capital Management
New York
$1.12M -$985K -3,979 -50%
SCA
206
Snowden Capital Advisors
New York
$1.11M -$28K -113 -3%
BFM
207
Boothbay Fund Management
New York
$1.1M +$977K +3,948 New
YIH
208
Y-Intercept (HK)
Hong Kong
$1.09M +$973K +3,932 New
Envestnet Portfolio Solutions
209
Envestnet Portfolio Solutions
Illinois
$1.09M -$172K -693 -15%
COI
210
Connable Office Inc
Michigan
$1.07M
Calamos Advisors
211
Calamos Advisors
Illinois
$1.06M +$945K +3,819 New
Truist Financial
212
Truist Financial
North Carolina
$1.03M -$314K -1,267 -25%
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$1.03M -$79.5K -321 -8%
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$1M +$892K +3,605 New
GC
215
Guggenheim Capital
Illinois
$984K -$211K -851 -19%
CIBC Asset Management
216
CIBC Asset Management
Ontario, Canada
$976K +$50K +202 +6%
UOC
217
UBS O'Connor
Illinois
$972K +$866K +3,500 New
MIM
218
MetLife Investment Management
New Jersey
$949K
DT
219
Diversified Trust
Tennessee
$941K +$90.1K +364 +12%
B
220
BloombergSen
Ontario, Canada
$937K +$376K +1,518 +82%
Nordea Investment Management
221
Nordea Investment Management
Sweden
$918K +$990 +4 +0.1%
Ensign Peak Advisors
222
Ensign Peak Advisors
Utah
$915K
SMDAM
223
Sumitomo Mitsui DS Asset Management
Japan
$905K -$1.98K -8 -0.2%
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$896K -$1.67M -6,726 -68%
YC
225
Yarbrough Capital
Tennessee
$879K