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 %
KA
351
Kovack Advisors
Florida
$348K -$19.8K -85 -5%
AWM
352
Avior Wealth Management
Nebraska
$343K -$143K -614 -29%
ECM
353
EMC Capital Management
Texas
$342K
CAN
354
Cetera Advisor Networks
California
$342K +$11.9K +51 +4%
BRWA
355
B. Riley Wealth Advisors
Florida
$340K +$46.9K +201 +16%
TWC
356
TD Waterhouse Canada
Ontario, Canada
$332K -$148K -650 -31%
SAM
357
Shell Asset Management
Netherlands
$330K
FTDI
358
First Trust Direct Indexing
Massachusetts
$328K -$63.6K -273 -16%
KCM
359
Kornitzer Capital Management
Kansas
$326K +$326K +1,400 New
BCV
360
Banque Cantonale Vaudoise
Switzerland
$323K +$19.8K +85 +7%
XT
361
XTX Topco
Cayman Islands
$320K -$552K -2,369 -63%
Robeco Institutional Asset Management
362
Robeco Institutional Asset Management
Netherlands
$319K -$24K -103 -7%
CGL
363
Clarius Group LLC
Washington
$318K +$22.6K +97 +8%
NYLIM
364
New York Life Investment Management
New York
$313K -$3.5K -15 -1%
BBVA
365
Banco Bilbao Vizcaya Argentaria
Spain
$312K +$60.6K +266 +24%
PA
366
Parallel Advisors
California
$312K +$36.8K +158 +13%
BMSSC
367
B. Metzler seel. Sohn & Co
Germany
$305K
MNBTD
368
Moody National Bank Trust Division
Texas
$305K -$699 -3 -0.2%
LNWWM
369
Laird Norton Wetherby Wealth Management
California
$303K +$37.5K +161 +14%
RIA
370
Regal Investment Advisors
Michigan
$291K -$33.1K -142 -10%
DIM
371
DC Investments Management
Virginia
$287K +$287K +1,229 New
IAA
372
Independent Advisor Alliance
North Carolina
$285K +$285K +1,224 New
GCP
373
GSA Capital Partners
United Kingdom
$284K -$1.14M -4,884 -80%
CB
374
Commerce Bank
Missouri
$280K +$280K +1,201 New
RFM
375
Royal Fund Management
Florida
$280K -$210K -900 -43%