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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 %
IAA
426
Independent Advisor Alliance
North Carolina
$360K -$12.7K -51 -3%
VI
427
Vestcor Inc
New Brunswick, Canada
$355K – – –
MYLI
428
Meiji Yasuda Life Insurance
Japan
$355K -$270K -1,080 -43%
OSAM
429
O'Shaughnessy Asset Management
Connecticut
$354K -$183K -733 -34%
Teacher Retirement System of Texas
430
Teacher Retirement System of Texas
Texas
$353K -$105K -422 -23%
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$353K +$53.5K +214 +18%
NFSG
432
Newbridge Financial Services Group
Florida
$350K +$71.2K +285 +26%
EAM
433
Evanson Asset Management
California
$347K -$37.5K -150 -10%
FFA
434
Farther Finance Advisors
California
$344K +$150K +571 +78%
CIC
435
Chilton Investment Company
Connecticut
$343K +$343K +1,373 New
AWM
436
Avior Wealth Management
Nebraska
$336K +$285K +1,140 +559%
PWM
437
Prosperity Wealth Management
California
$325K -$93.7K -375 -22%
CPC
438
Congress Park Capital
New York
$319K +$319K +1,275 New
PA
439
Parallel Advisors
California
$314K -$18.7K -75 -6%
PFS
440
Prospera Financial Services
Texas
$313K +$120K +480 +62%
VWM
441
Venturi Wealth Management
Texas
$310K -$330K -1,321 -52%
BRWA
442
B. Riley Wealth Advisors
Florida
$310K +$33.2K +133 +12%
DIM
443
DC Investments Management
Virginia
$307K – – –
VFA
444
Values First Advisors
Tennessee
$304K -$18.5K -74 -6%
CAPTRUST Financial Advisors
445
CAPTRUST Financial Advisors
North Carolina
$303K -$35.7K -143 -11%
ECU
446
Eisler Capital (US)
New York
$299K +$299K +1,195 New
OAM
447
Ostrum Asset Management
France
$297K +$103K +414 +53%
CCIA
448
Cherry Creek Investment Advisors
Colorado
$295K -$499K -1,996 -63%
Lido Advisors
449
Lido Advisors
California
$292K -$27K -108 -8%
SM
450
STF Management
Texas
$290K -$14.7K -59 -5%
16 17
18
19 20