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MongoDB
MDB

Overview Fund Activity

651 hedge funds and large institutions have $16.9B invested in MongoDB in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 240 increasing their positions, 243 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-78
Holders Change %
-10.7%
% of All Funds
9.47%
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
240
Reduced
243
Closed
151
Calls
$1.29B
Puts
$1.69B
Net Calls
-$398M
Net Calls Change
+$933M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$880M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$328M
3
American Century Companies
3
American Century Companies
Missouri
$150M
4
Millennium Management
4
Millennium Management
New York
$128M
5
Swedbank
5
Swedbank
Sweden
$164M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$627M
2
Invesco
2
Invesco
Georgia
$182M
3
Capital World Investors
3
Capital World Investors
California
$198M
4
AM
4
Atreides Management
Massachusetts
$0
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MGP
401
Metis Global Partners
California
$456K +$20.2K +81 +5%
TWC
402
TD Waterhouse Canada
Ontario, Canada
$454K +$81.7K +310 +22%
Envestnet Portfolio Solutions
403
Envestnet Portfolio Solutions
Illinois
$453K -$163K -652 -26%
KeyBank National Association
404
KeyBank National Association
Ohio
$450K -$9.5K -38 -2%
QCM
405
QRG Capital Management
Illinois
$448K -$569K -2,275 -56%
MIC
406
Meridian Investment Counsel
California
$435K – – –
UM
407
UniSuper Management
Australia
$425K +$175K +700 +70%
HPC
408
HM Payson & Co
Maine
$418K – – –
CG
409
Cynosure Group
Utah
$418K +$200K +800 +92%
BAMCO Inc
410
BAMCO Inc
New York
$414K +$250 +1 +0.1%
LSA
411
L & S Advisors
California
$410K -$771K -3,085 -65%
FTDI
412
First Trust Direct Indexing
Massachusetts
$407K +$13K +52 +3%
NC
413
nVerses Capital
Florida
$400K +$325K +1,300 +433%
IMCOOI
414
Investment Management Corp of Ontario (IMCO)
Canada
$398K -$287K -1,147 -42%
S
415
SignatureFD
Georgia
$392K -$44K -176 -10%
IMRF
416
Illinois Municipal Retirement Fund
Illinois
$389K – – –
MNBTD
417
Moody National Bank Trust Division
Texas
$388K +$15.2K +61 +4%
WI
418
Wintrust Investments
Illinois
$387K +$387K +1,549 New
EF
419
Empowered Funds
Pennsylvania
$384K +$103K +414 +37%
IP
420
Intellectus Partners
California
$382K +$382K +1,530 New
PAS
421
Park Avenue Securities
New York
$382K -$109K -435 -22%
CM
422
CastleKnight Management
New York
$375K +$375K +1,500 New
HAG
423
HighPoint Advisor Group
Illinois
$374K -$9.82K -40 -3%
IWC
424
Integrated Wealth Concepts
Massachusetts
$364K -$19K -76 -5%
MYAM
425
Meiji Yasuda Asset Management
Japan
$362K -$7.5K -30 -2%
15 16
17
18 19