740 hedge funds and large institutions have $26.7B invested in MongoDB in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 285 increasing their positions, 205 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+79
Holders Change %
+11.95%
% of All Funds
10.85%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
164
Increased
285
Reduced
205
Closed
78
Calls
$1.97B
Puts
$3.19B
Net Calls
-$1.22B
Net Calls Change
-$708M
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
426
Evanson Asset Management
California
$690K +$690K +1,687 New
S
427
SignatureFD
Georgia
$688K +$30.7K +75 +5%
HPC
428
HM Payson & Co
Maine
$684K
WFC
429
Western Financial Corp
California
$670K -$409 -1 -0.1%
SO
430
STRS Ohio
Ohio
$658K -$82.6K -202 -11%
ECM
431
EMC Capital Management
Texas
$654K -$327K -800 -33%
FTDI
432
First Trust Direct Indexing
Massachusetts
$638K +$13.5K +33 +2%
BGA
433
Battery Global Advisors
Massachusetts
$637K +$637K +1,557 New
IMRF
434
Illinois Municipal Retirement Fund
Illinois
$636K +$636K +1,556 New
HAG
435
HighPoint Advisor Group
Illinois
$611K +$611K +1,727 New
GC
436
Guardian Capital
Ontario, Canada
$606K -$117K -285 -16%
SPA
437
Sherbrooke Park Advisers
New York
$601K -$1.26M -3,092 -68%
MNBTD
438
Moody National Bank Trust Division
Texas
$591K -$79.7K -195 -12%
VI
439
Vestcor Inc
New Brunswick, Canada
$586K -$6.54K -16 -1%
GA
440
GraniteShares Advisors
New York
$586K -$117K -286 -17%
PC
441
Pier Capital
Connecticut
$581K +$27K +66 +5%
SFG
442
Synergy Financial Group
California
$577K -$60.5K -148 -9%
LSAG
443
Lake Street Advisors Group
New Hampshire
$576K +$576K +1,408 New
KCM
444
Kornitzer Capital Management
Kansas
$572K
TFA
445
Toth Financial Advisory
Virginia
$572K +$572K +1,400 New
PCM
446
Prelude Capital Management
New York
$572K -$221K -541 -28%
IAA
447
Independent Advisor Alliance
North Carolina
$570K -$22.9K -56 -4%
HFM
448
Harvest Fund Management
China
$565K +$315K +775 +126%
CG
449
Cutler Group
California
$561K -$261K -639 -32%
JFG
450
Jefferies Financial Group
New York
$559K +$289K +706 +107%