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659 hedge funds and large institutions have $17B invested in MongoDB in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 244 increasing their positions, 246 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.51% more ownership

Funds ownership: 90.2%92.71% (+2.5%)

1% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 246

11% less funds holding

Funds holding: 737659 (-78)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.69B

28% less capital invested

Capital invested by funds: $23.5B → $17B (-$6.52B)

45% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 151

Holders
659
Holders Change
-78
Holders Change %
-10.58%
% of All Funds
9.52%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
83
Increased
244
Reduced
246
Closed
151
Calls
$1.29B
Puts
$1.69B
Net Calls
-$398M
Net Calls Change
+$933M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
401
Commerce Bank
Missouri
$516K +$18.3K +58 +3%
VA
402
Valmark Advisers
Ohio
$516K -$16.1K -51 -2%
AI
403
Atria Investments
North Carolina
$510K -$385K -1,219 -37%
AC
404
Avestar Capital
New York
$493K -$28.1K -89 -4%
PAM
405
Panagora Asset Management
Massachusetts
$462K -$278K -880 -32%
JIC
406
Joel Isaacson & Co
New York
$458K
XT
407
XTX Topco
Cayman Islands
$458K -$174K -552 -23%
TSWM
408
Tyler-Stone Wealth Management
Ohio
$457K
MGP
409
Metis Global Partners
California
$456K +$25.6K +81 +5%
TWC
410
TD Waterhouse Canada
Ontario, Canada
$454K +$97.9K +310 +22%
Envestnet Portfolio Solutions
411
Envestnet Portfolio Solutions
Illinois
$453K -$206K -652 -26%
KeyBank National Association
412
KeyBank National Association
Ohio
$450K -$12K -38 -2%
QCM
413
QRG Capital Management
Illinois
$448K -$719K -2,275 -56%
MIC
414
Meridian Investment Counsel
California
$435K
UM
415
UniSuper Management
Australia
$425K +$221K +700 +70%
HPC
416
HM Payson & Co
Maine
$418K
CG
417
Cynosure Group
Utah
$418K +$253K +800 +92%
BAMCO Inc
418
BAMCO Inc
New York
$414K +$316 +1 +0.1%
LSA
419
L & S Advisors
California
$410K -$974K -3,085 -65%
FTDI
420
First Trust Direct Indexing
Massachusetts
$407K +$16.4K +52 +3%
NC
421
nVerses Capital
Florida
$400K +$411K +1,300 +433%
IMCOOI
422
Investment Management Corp of Ontario (IMCO)
Canada
$398K -$362K -1,147 -42%
S
423
SignatureFD
Georgia
$392K -$55.6K -176 -10%
IMRF
424
Illinois Municipal Retirement Fund
Illinois
$389K
MNBTD
425
Moody National Bank Trust Division
Texas
$388K +$19.3K +61 +4%

MDB Hedge Fund Activity: Q2 2024 in Review

659 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2024, worth a combined $17B — down 28% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of MDB and 83 opened new positions — a net loss of 68 holders — while 246 trimmed existing stakes and 244 added.

The largest buyer was Wellington Management Group, adding an estimated $461M. The largest seller was Jennison Associates, cutting an estimated $600M.

  • 659 institutional investors held MongoDB (MDB) as of Q2 2024, down from 737 in Q1 2024.
  • Funds reported $17B of MongoDB stock for Q2 2024, down 28% quarter-over-quarter.
  • 83 funds opened new MongoDB positions in Q2 2024 and 151 closed out, a net change of -68 holders.
  • The largest MongoDB buyer in Q2 2024 was Wellington Management Group, an estimated $461M added.
  • The largest MongoDB seller in Q2 2024 was Jennison Associates, an estimated $600M sold.

Based on aggregated 13F filings for Q2 2024.