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 %
EWA
426
EverSource Wealth Advisors
Alabama
$54.5K -$41K -176 -43%
FHA
427
First Horizon Advisors
Tennessee
$53.2K +$12.1K +52 +30%
DCM
428
Dupont Capital Management
Delaware
$49.2K +$37.5K +161 +322%
AA
429
Alta Advisers
United Kingdom
$46.6K
CC
430
Centiva Capital
New York
$45.5K +$45.5K +195 New
GWM
431
Geneos Wealth Management
Colorado
$44.5K +$1.87K +8 +4%
LC
432
Lindbrook Capital
California
$43.1K +$3.26K +14 +8%
CI Investments Inc
433
CI Investments Inc
Ontario, Canada
$41K -$2.09K -9 -5%
HIIFS
434
Harel Insurance Investments & Financial Services
Israel
$40K -$11.8K -50 -23%
CA
435
Clearstead Advisors
Ohio
$36.1K +$36.1K +155 New
MCM
436
Manchester Capital Management
Vermont
$35.7K +$35.7K +153 New
SCA
437
Stonebridge Capital Advisors
Minnesota
$35K
CFGS
438
Concourse Financial Group Securities
Alabama
$34.7K +$9.09K +39 +35%
AIM
439
Achmea Investment Management
Netherlands
$32K -$1.01M -4,328 -97%
UB
440
UMB Bank
Missouri
$31.9K
LWP
441
Lumature Wealth Partners
Georgia
$31.2K
CT
442
Cambridge Trust
Massachusetts
$30.3K
GRP
443
Global Retirement Partners
California
$29.6K +$22.9K +104 +347%
AWM
444
Abound Wealth Management
Tennessee
$28.9K
FA
445
Financial Avengers
California
$28K
CFO
446
CVA Family Office
Colorado
$25.6K
AF
447
Advisornet Financial
Minnesota
$24.7K +$233 +1 +1%
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$24.5K -$466 -2 -2%
CTC
449
Central Trust Company
Missouri
$23.3K
LS
450
Livforsakringsbolaget Skandia
Sweden
$23.3K