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 %
BCWM
451
Bartlett & Co Wealth Management
Ohio
$23.3K
BC
452
Bartlett & Co
Ohio
$23K
NA
453
NewEdge Advisors
Louisiana
$21.7K -$66.4K -285 -75%
CHA
454
Carmichael Hill & Associates
Maryland
$21K
ATC
455
Adirondack Trust Company
New York
$20.5K
SSB
456
Sandy Spring Bank
Maryland
$19.8K
JWM
457
Janiczek Wealth Management
Colorado
$19.2K
QPBE
458
Quintet Private Bank (Europe)
Luxembourg
$19.1K +$19.1K +82 New
MA
459
Montag & Associates
Georgia
$18.9K +$466 +2 +3%
EAM
460
Eventide Asset Management
Massachusetts
$18.9K +$18.9K +81 New
FFC
461
First Financial Corp
Indiana
$18.6K
RTC
462
Riverview Trust Company
Washington
$15.9K +$15.9K +68 New
KTC
463
Kistler-Tiffany Companies
Pennsylvania
$14.5K
SPIA
464
Steward Partners Investment Advisory
New York
$13.3K -$699 -3 -5%
PPC
465
Park Place Capital
Alabama
$12.8K +$6.99K +30 +120%
FFL
466
Financial Freedom LLC
Ohio
$12.4K
RA
467
Rise Advisors
New York
$12.4K +$466 +2 +4%
PTC
468
Private Trust Company
Ohio
$12.4K +$12.4K +53 New
RCM
469
Raleigh Capital Management
North Carolina
$12.1K +$12.1K +52 New
Pacer Advisors
470
Pacer Advisors
Pennsylvania
$11.9K +$932 +4 +9%
HCP
471
Hexagon Capital Partners
Arkansas
$11.4K +$11.4K +49 New
SS
472
Sunbelt Securities
Texas
$10.7K +$10.7K +49 New
AAS
473
Ameritas Advisory Services
Nebraska
$10.5K +$10.5K +47 New
C
474
Covestor
United Kingdom
$10K -$11.2K -48 -53%
NC
475
NewSquare Capital
Pennsylvania
$9.56K +$5.6K +24 +141%