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 %
FTDI
401
First Trust Direct Indexing
Massachusetts
$611K +$33.3K +81 +6%
TWC
402
TD Waterhouse Canada
Ontario, Canada
$600K -$1.23K -3 -0.2%
IAA
403
Independent Advisor Alliance
North Carolina
$591K +$88.4K +215 +18%
SW
404
SVB Wealth
Massachusetts
$584K +$124K +301 +27%
LA
405
LBP AM
France
$579K +$579K +1,410 New
KCM
406
Kornitzer Capital Management
Kansas
$575K
SAM
407
Shell Asset Management
Netherlands
$567K -$15.2K -37 -3%
MNBTD
408
Moody National Bank Trust Division
Texas
$553K +$15.6K +38 +3%
HT
409
Headlands Technologies
Illinois
$549K +$549K +1,337 New
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$533K -$822 -2 -0.2%
IWC
411
Integrated Wealth Concepts
Massachusetts
$531K +$531K +1,293 New
MFAM
412
Motley Fool Asset Management
Virginia
$529K +$529K +1,288 New
PA
413
Parallel Advisors
California
$526K -$23.8K -58 -4%
NYLIM
414
New York Life Investment Management
New York
$525K -$27.1K -66 -5%
CC
415
Cipher Capital
New York
$524K +$524K +1,274 New
QC
416
QCM Cayman
Texas
$519K +$519K +1,263 New
BCV
417
Banque Cantonale Vaudoise
Switzerland
$512K -$57.6K -140 -10%
DIM
418
DC Investments Management
Virginia
$505K
OR
419
Olympiad Research
Connecticut
$505K -$264K -642 -34%
AIG
420
American International Group
New York
$502K +$96.2K +234 +24%
O
421
Ossiam
France
$499K +$281K +684 +129%
PCM
422
Prelude Capital Management
New York
$499K +$499K +1,213 New
WBC
423
Westpac Banking Corp
Australia
$496K -$3.81M -9,271 -88%
CPM
424
Connective Portfolio Management
New York
$494K +$494K +1,200 New
FB
425
Fulton Bank
Pennsylvania
$486K +$35.3K +86 +8%