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 %
OAM
401
Ostrum Asset Management
France
$181K +$181K +776 New
HFM
402
Harvest Fund Management
China
$164K -$10.3K -44 -6%
FP
403
Financial Perspectives
Minnesota
$162K
TC
404
Truvestments Capital
Florida
$152K -$59K -253 -28%
PIA
405
Perennial Investment Advisors
California
$138K +$138K +590 New
VNA
406
Valley National Advisers
Pennsylvania
$127K +$34.4K +154 +37%
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$125K -$43.6K -187 -26%
O
408
Ossiam
France
$124K +$28.4K +122 +30%
NFSG
409
Newbridge Financial Services Group
Florida
$123K -$21.2K -91 -15%
BWP
410
Baldwin Wealth Partners
Massachusetts
$120K
AF
411
Allworth Financial
California
$120K +$1.63K +7 +1%
EI
412
Ellevest Inc
New York
$102K +$81.4K +349 +397%
QC
413
Quent Capital
New York
$99.3K +$5.6K +24 +6%
QCG
414
Quadrant Capital Group
Ohio
$91.9K +$3.96K +17 +5%
SWM
415
Spire Wealth Management
Virginia
$90.7K +$90.7K +389 New
LWCFA
416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88.6K
FFA
417
Farther Finance Advisors
California
$87.2K -$24.2K -104 -22%
MAM
418
Meeder Asset Management
Ohio
$84.9K +$62.9K +270 +287%
AAM
419
Advisors Asset Management
Colorado
$82.5K -$45.7K -196 -36%
BAMF
420
BI Asset Management Fondsmaeglerselskab
Denmark
$82K +$46.4K +199 +130%
PCM
421
Penserra Capital Management
California
$79K
LWANC
422
Laurel Wealth Advisors (North Carolina)
North Carolina
$70.6K
PAI
423
Pittenger & Anderson Inc
Nebraska
$59K
IA
424
IFP Advisors
Florida
$57.3K -$28.9K -622 -34%
TWA
425
TCI Wealth Advisors
Arizona
$56.4K -$11.7K -50 -17%