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
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
476
Twin Peaks Wealth Advisors
California
$237K -$250 -1 -0.1%
QC
477
Quent Capital
New York
$236K +$86K +344 +57%
CGL
478
Clarius Group LLC
Washington
$236K +$11.5K +46 +5%
TWM
479
Tanager Wealth Management
United Kingdom
$228K
CMI
480
Clare Market Investments
Texas
$228K -$17.5K -70 -7%
AAS
481
Avantax Advisory Services
Texas
$222K +$222K +890 New
EMFAT
482
Emerald Mutual Fund Advisers Trust
Pennsylvania
$219K +$138K +552 +169%
YCM
483
Yousif Capital Management
Michigan
$217K -$4.5K -18 -2%
OIA
484
OneDigital Investment Advisors
Kansas
$213K +$213K +852 New
O
485
Ossiam
France
$213K +$9.25K +37 +5%
BFG
486
Bleakley Financial Group
New Jersey
$212K -$61K -244 -22%
SW
487
Simplicity Wealth
New Jersey
$212K -$59.2K -237 -22%
SCP
488
Sender Company & Partners
New York
$212K +$212K +848 New
EI
489
Ellevest Inc
New York
$210K -$24.2K -97 -10%
WC
490
Westwind Capital
New Mexico
$208K +$205K +50,931 +6,122%
AWS
491
Atria Wealth Solutions
New York
$208K +$11K +44 +6%
BPA
492
Beacon Pointe Advisors
California
$207K -$29K -116 -12%
BC
493
Bridgefront Capital
Texas
$204K -$54.2K -217 -21%
Baird Financial Group
494
Baird Financial Group
Wisconsin
$204K +$204K +815 New
Northwestern Mutual Wealth Management
495
Northwestern Mutual Wealth Management
Wisconsin
$203K +$81.5K +326 +67%
IPAM
496
ICICI Prudential Asset Management
India
$201K +$21.7K +87 +12%
AC
497
AWM Capital
Arizona
$201K
BTI
498
Blue Trust Inc
Georgia
$193K +$40.5K +113 +27%
NA
499
NewEdge Advisors
Louisiana
$184K +$90K +360 +96%
FP
500
Financial Perspectives
Minnesota
$174K