730 hedge funds and large institutions have $23.4B invested in MongoDB in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 300 increasing their positions, 229 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-10
Holders Change %
-1.35%
% of All Funds
10.58%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.13%
New
106
Increased
300
Reduced
229
Closed
106
Calls
$1.18B
Puts
$2.51B
Net Calls
-$1.33B
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
451
Parallel Advisors
California
$477K +$26.2K +73 +6%
RIM
452
Rakuten Investment Management
Japan
$472K +$454K +1,266 +2,482%
EAM
453
Erste Asset Management
Austria
$466K +$466K +1,300 New
VFA
454
Values First Advisors
Tennessee
$463K -$191K -534 -29%
TCM
455
Teza Capital Management
Illinois
$461K +$49.9K +139 +12%
Lido Advisors
456
Lido Advisors
California
$458K +$279K +778 +156%
NYLIM
457
New York Life Investment Management
New York
$451K +$7.89K +22 +2%
DWM
458
Dakota Wealth Management
Florida
$449K +$262K +730 +140%
DIM
459
DC Investments Management
Virginia
$441K
WWM
460
Western Wealth Management
Colorado
$441K +$441K +1,229 New
SM
461
STF Management
Texas
$437K +$2.87K +8 +0.7%
RSWM
462
Robertson Stephens Wealth Management
California
$430K +$430K +1,200 New
LNWWM
463
Laird Norton Wetherby Wealth Management
California
$429K -$7.89K -22 -2%
BAM
464
Belpointe Asset Management
Nevada
$407K +$407K +1,136 New
FCA
465
Fortis Capital Advisors
Kansas
$407K +$407K +1,136 New
EF
466
Empowered Funds
Pennsylvania
$402K +$173K +482 +75%
NFSG
467
Newbridge Financial Services Group
Florida
$400K +$78.9K +220 +25%
SIM
468
Sentry Investment Management
Wisconsin
$396K
MC
469
Maverick Capital
Texas
$393K +$393K +1,097 New
BFG
470
Bleakley Financial Group
New Jersey
$392K +$8.61K +24 +2%
SW
471
Simplicity Wealth
New Jersey
$389K +$389K +1,086 New
PIM
472
Plato Investment Management
Australia
$387K +$311K +866 +408%
BRWA
473
B. Riley Wealth Advisors
Florida
$384K -$539K -1,557 -58%
CL
474
CSS LLC
Illinois
$383K +$6.81K +19 +2%
FDCDDQ
475
Federation des caisses Desjardins du Quebec
Quebec, Canada
$382K +$152K +416 +66%