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MongoDB
MDB

Overview Fund Activity

652 hedge funds and large institutions have $16.9B invested in MongoDB in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 241 increasing their positions, 243 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
-78
Holders Change %
-10.68%
% of All Funds
9.48%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
83
Increased
241
Reduced
243
Closed
151
Calls
$1.29B
Puts
$1.69B
Net Calls
-$398M
Net Calls Change
+$933M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$880M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$328M
3
American Century Companies
3
American Century Companies
Missouri
$150M
4
Millennium Management
4
Millennium Management
New York
$128M
5
Swedbank
5
Swedbank
Sweden
$164M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$627M
2
Invesco
2
Invesco
Georgia
$182M
3
Capital World Investors
3
Capital World Investors
California
$198M
4
AM
4
Atreides Management
Massachusetts
$0
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAMA
276
EFG Asset Management (Americas)
Florida
$1.42M +$518K +2,071 +58%
RCM
277
Ratan Capital Management
Florida
$1.41M -$375K -1,500 -21%
SCM
278
Silvant Capital Management
Georgia
$1.4M – – –
EI
279
Ethic Inc
New York
$1.38M -$270K -1,079 -16%
AWM
280
AE Wealth Management
Kansas
$1.38M +$504K +2,017 +58%
BJL
281
Brighton Jones LLC
Washington
$1.38M -$2.5K -10 -0.2%
UCFA
282
United Capital Financial Advisors
Texas
$1.37M +$168K +673 +14%
MPM
283
MBB Public Markets
Illinois
$1.36M +$1.36M +5,440 New
Pathstone Holdings
284
Pathstone Holdings
New Jersey
$1.35M -$15.2K -61 -1%
RSC
285
Red Spruce Capital
Pennsylvania
$1.35M +$221K +886 +20%
DWM
286
Darwin Wealth Management
Florida
$1.35M -$31K -124 -2%
Capstone Investment Advisors
287
Capstone Investment Advisors
New York
$1.33M +$798K +3,194 +149%
PA
288
Profund Advisors
Maryland
$1.32M +$3K +12 +0.2%
AAM
289
Azzad Asset Management
Virginia
$1.3M – – –
MSRPS
290
Maryland State Retirement & Pension System
Maryland
$1.3M – – –
BBVA
291
Banco Bilbao Vizcaya Argentaria
Spain
$1.28M +$127K +508 +11%
AAF
292
Andra AP-fonden
Sweden
$1.25M -$425K -1,700 -25%
XWM
293
Xcel Wealth Management
Florida
$1.25M – – –
Schroder Investment Management Group
294
Schroder Investment Management Group
United Kingdom
$1.24M -$11.9M -47,733 -91%
CAM
295
Cresset Asset Management
Illinois
$1.23M +$703K +2,811 +133%
BCI
296
Brinker Capital Investments
Pennsylvania
$1.22M -$108K -431 -8%
OPS
297
Orion Portfolio Solutions
Nebraska
$1.22M -$108K -431 -8%
OC
298
Oppenheimer & Co
New York
$1.21M -$136K -543 -10%
AFC
299
AFT Forsyth & Company
Florida
$1.21M -$38.7K -155 -3%
DT
300
Diversified Trust
Tennessee
$1.2M +$171K +683 +17%
10 11
12
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