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659 hedge funds and large institutions have $17B invested in MongoDB in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 244 increasing their positions, 246 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.51% more ownership

Funds ownership: 90.2%92.71% (+2.5%)

1% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 246

11% less funds holding

Funds holding: 737659 (-78)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.69B

28% less capital invested

Capital invested by funds: $23.5B → $17B (-$6.52B)

45% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 151

Holders
659
Holders Change
-78
Holders Change %
-10.58%
% of All Funds
9.52%
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
244
Reduced
246
Closed
151
Calls
$1.29B
Puts
$1.69B
Net Calls
-$398M
Net Calls Change
+$933M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
426
Wintrust Investments
Illinois
$387K +$489K +1,549 New
EF
427
Empowered Funds
Pennsylvania
$384K +$131K +414 +37%
IP
428
Intellectus Partners
California
$382K +$483K +1,530 New
PAS
429
Park Avenue Securities
New York
$382K -$137K -435 -22%
CM
430
CastleKnight Management
New York
$375K +$474K +1,500 New
HAG
431
HighPoint Advisor Group
Illinois
$374K -$12.6K -40 -3%
IWC
432
Integrated Wealth Concepts
Massachusetts
$364K -$24K -76 -5%
MYAM
433
Meiji Yasuda Asset Management
Japan
$362K -$9.47K -30 -2%
IAA
434
Independent Advisor Alliance
North Carolina
$360K -$16.1K -51 -3%
VI
435
Vestcor Inc
New Brunswick, Canada
$355K
MYLI
436
Meiji Yasuda Life Insurance
Japan
$355K -$341K -1,080 -43%
OSAM
437
O'Shaughnessy Asset Management
Connecticut
$354K -$232K -733 -34%
Teacher Retirement System of Texas
438
Teacher Retirement System of Texas
Texas
$353K -$133K -422 -23%
LNWWM
439
Laird Norton Wetherby Wealth Management
California
$353K +$67.6K +214 +18%
NFSG
440
Newbridge Financial Services Group
Florida
$350K +$90K +285 +26%
EAM
441
Evanson Asset Management
California
$347K -$47.4K -150 -10%
FFA
442
Farther Finance Advisors
California
$344K +$180K +571 +78%
CIC
443
Chilton Investment Company
Connecticut
$343K +$434K +1,373 New
AWM
444
Avior Wealth Management
Nebraska
$336K +$360K +1,140 +559%
PWM
445
Prosperity Wealth Management
California
$325K -$118K -375 -22%
CPC
446
Congress Park Capital
New York
$319K +$403K +1,275 New
PA
447
Parallel Advisors
California
$314K -$23.7K -75 -6%
PFS
448
Prospera Financial Services
Texas
$313K +$152K +480 +62%
VWM
449
Venturi Wealth Management
Texas
$310K -$417K -1,321 -52%
BRWA
450
B. Riley Wealth Advisors
Florida
$310K +$42K +133 +12%

MDB Hedge Fund Activity: Q2 2024 in Review

659 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2024, worth a combined $17B — down 28% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of MDB and 83 opened new positions — a net loss of 68 holders — while 246 trimmed existing stakes and 244 added.

The largest buyer was Wellington Management Group, adding an estimated $461M. The largest seller was Jennison Associates, cutting an estimated $600M.

  • 659 institutional investors held MongoDB (MDB) as of Q2 2024, down from 737 in Q1 2024.
  • Funds reported $17B of MongoDB stock for Q2 2024, down 28% quarter-over-quarter.
  • 83 funds opened new MongoDB positions in Q2 2024 and 151 closed out, a net change of -68 holders.
  • The largest MongoDB buyer in Q2 2024 was Wellington Management Group, an estimated $461M added.
  • The largest MongoDB seller in Q2 2024 was Jennison Associates, an estimated $600M sold.

Based on aggregated 13F filings for Q2 2024.