522 hedge funds and large institutions have $14.7B invested in MongoDB in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 167 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+5
Holders Change %
+0.97%
% of All Funds
8.35%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
83
Increased
195
Reduced
167
Closed
69
Calls
$952M
Puts
$939M
Net Calls
+$12.8M
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
301
Perigon Wealth Management
California
$607K -$20.7K -89 -3%
IAS
302
IMA Advisory Services
Colorado
$606K
VWM
303
Venturi Wealth Management
Texas
$596K -$1.4K -6 -0.2%
LIA
304
LBMC Investment Advisors
Tennessee
$583K
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$581K -$54.1K -232 -9%
KAM
306
Karani Asset Management
New York
$580K
BAMCO Inc
307
BAMCO Inc
New York
$566K -$272K -1,167 -32%
QI
308
Qtron Investments
Massachusetts
$564K
GC
309
Guggenheim Capital
Illinois
$553K +$220K +945 +66%
AWS
310
AJ Wealth Strategies
New York
$551K
CIBC Asset Management
311
CIBC Asset Management
Ontario, Canada
$537K -$3.03K -13 -0.6%
JIC
312
Joel Isaacson & Co
New York
$537K
V
313
Veritable
Delaware
$533K +$533K +2,288 New
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$521K +$12.1K +52 +2%
Wealthfront Advisers
315
Wealthfront Advisers
California
$519K -$150K -645 -22%
Assenagon Asset Management
316
Assenagon Asset Management
Luxembourg
$514K -$88.4K -379 -15%
Cetera Investment Advisers
317
Cetera Investment Advisers
Illinois
$514K +$163K +699 +46%
PNC Financial Services Group
318
PNC Financial Services Group
Pennsylvania
$514K +$2.56K +11 +0.5%
GC
319
Guardian Capital
Ontario, Canada
$511K +$511K +2,191 New
ESCM
320
Echo Street Capital Management
New York
$506K +$506K +2,170 New
WWM
321
Western Wealth Management
Colorado
$504K +$22.8K +98 +5%
CIC
322
Carnegie Investment Counsel
Ohio
$502K -$2.33K -10 -0.5%
Brown Advisory
323
Brown Advisory
Maryland
$490K +$142K +610 +41%
MGP
324
Metis Global Partners
California
$489K +$89.5K +384 +22%
Tudor Investment Corp
325
Tudor Investment Corp
Connecticut
$489K -$169K -726 -26%