657 hedge funds and large institutions have $26.1B invested in MongoDB in 2023 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 207 increasing their positions, 191 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+135
Holders Change %
+25.86%
% of All Funds
10.36%
Holding in Top 10
28
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+154.55%
% of All Funds
0.44%
New
183
Increased
207
Reduced
191
Closed
45
Calls
$1.68B
Puts
$1.79B
Net Calls
-$112M
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
Vontobel Holding
326
Vontobel Holding
Switzerland
$1.24M -$1.48M -3,610 -55%
YC
327
Yarbrough Capital
Tennessee
$1.22M
Bank Julius Baer & Co
328
Bank Julius Baer & Co
Switzerland
$1.2M -$604K -1,470 -33%
AI
329
Atria Investments
North Carolina
$1.15M +$1.15M +2,788 New
ADIM
330
Alpha DNA Investment Management
Maryland
$1.13M +$1.13M +2,739 New
PAM
331
Panagora Asset Management
Massachusetts
$1.12M -$6.17M -15,003 -85%
TI
332
Tidal Investments
Wisconsin
$1.12M -$40.3K -98 -3%
BBHC
333
Brown Brothers Harriman & Co
New York
$1.12M
PAG
334
Private Advisor Group
New Jersey
$1.12M -$118K -288 -10%
CAM
335
Cresset Asset Management
Illinois
$1.11M +$1.11M +2,698 New
Calamos Advisors
336
Calamos Advisors
Illinois
$1.1M +$1.1M +2,681 New
PWM
337
Perigon Wealth Management
California
$1.1M +$25.9K +63 +2%
PFO
338
Pathstone Family Office
New Jersey
$1.05M +$1.05M +2,509 New
VWM
339
Venturi Wealth Management
Texas
$1.05M
GC
340
Guggenheim Capital
Illinois
$1.04M +$66.6K +162 +7%
Nomura Holdings
341
Nomura Holdings
Japan
$1.04M +$1.04M +2,528 New
LIA
342
LBMC Investment Advisors
Tennessee
$1.03M
SFM
343
Soros Fund Management
New York
$1.03M +$1.03M +2,500 New
SCA
344
Sassicaia Capital Advisers
New York
$1.03M +$1.03M +2,500 New
BAMCO Inc
345
BAMCO Inc
New York
$994K -$4.93K -12 -0.5%
QI
346
Qtron Investments
Massachusetts
$994K
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$984K +$65.7K +160 +7%
AWS
348
AJ Wealth Strategies
New York
$982K +$11.5K +28 +1%
Optiver Holding
349
Optiver Holding
Netherlands
$970K +$970K +2,361 New
V
350
Veritable
Delaware
$954K +$13.6K +33 +1%