656 hedge funds and large institutions have $17.9B invested in MongoDB in 2024 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 253 increasing their positions, 212 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
9.49%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
101
Increased
253
Reduced
212
Closed
90
Calls
$1.58B
Puts
$2.11B
Net Calls
-$530M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Shares
Change %
FTDI
401
First Trust Direct Indexing
Massachusetts
$510K +$70.6K +261 +16%
PAM
402
Panagora Asset Management
Massachusetts
$500K
JIC
403
Joel Isaacson & Co
New York
$496K
QCM
404
Qsemble Capital Management
New York
$496K -$89.8K -332 -15%
KAS
405
Kestra Advisory Services
Texas
$495K -$75.2K -278 -13%
S
406
SignatureFD
Georgia
$474K +$49.5K +183 +12%
MIC
407
Meridian Investment Counsel
California
$471K
MNBTD
408
Moody National Bank Trust Division
Texas
$471K +$50.8K +188 +12%
IP
409
Intellectus Partners
California
$468K +$54.1K +200 +13%
BP
410
Ballentine Partners
Massachusetts
$467K +$467K +1,729 New
CIC
411
Carnegie Investment Counsel
Ohio
$464K -$222K -822 -32%
MIC
412
Maxi Investments CY
Cyprus
$462K -$2.07M -7,656 -82%
HPC
413
HM Payson & Co
Maine
$460K +$7.84K +29 +2%
UM
414
UniSuper Management
Australia
$460K
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$455K +$44.8K +155 +11%
QCM
416
QRG Capital Management
Illinois
$450K -$34.6K -128 -7%
BAMCO Inc
417
BAMCO Inc
New York
$449K +$1.35K +5 +0.3%
Envestnet Portfolio Solutions
418
Envestnet Portfolio Solutions
Illinois
$440K -$49.5K -183 -10%
GCP
419
GSA Capital Partners
United Kingdom
$432K +$119K +440 +38%
BC
420
Bridgefront Capital
Texas
$424K +$203K +751 +92%
EF
421
Empowered Funds
Pennsylvania
$421K +$6.22K +23 +1%
IMRF
422
Illinois Municipal Retirement Fund
Illinois
$421K
NFSG
423
Newbridge Financial Services Group
Florida
$420K +$41.1K +152 +11%
HAG
424
HighPoint Advisor Group
Illinois
$412K -$1.9K -7 -0.5%
IAA
425
Independent Advisor Alliance
North Carolina
$410K +$20.5K +76 +5%