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 %
FIA
501
FNY Investment Advisers
New York
$2K +$2K +11 New
PO
502
Private Ocean
California
$1.63K +$1.63K +7 New
SWA
503
Sutton Wealth Advisors
Florida
$1.4K
KHC
504
Koesten Hirschmann & Crabtree
Kansas
$1.4K +$1.4K +6 New
BAAM
505
Baker Avenue Asset Management
California
$1.17K -$1.17K -5 -50%
WWM
506
Wolff Wiese Magana
California
$1.17K
BTI
507
Blue Trust Inc
Georgia
$1K -$800 -4 -44%
TFA
508
Transamerica Financial Advisors
Florida
$1K
VF
509
VitalStone Financial
Texas
$1K
BWM
510
BerganKDV Wealth Management
Minnesota
$933
BBPWM
511
Blue Bell Private Wealth Management
Pennsylvania
$932
JGIA
512
Jackson Grant Investment Advisers
Connecticut
$932 +$932 +4 New
DI
513
Disciplined Investments
Oklahoma
$466 -$233 -1 -33%
IFAM
514
Institutional & Family Asset Management
Colorado
$466
ME
515
McIlrath & Eck
Washington
$466 +$466 +2 New
GFWA
516
Grey Fox Wealth Advisors
Delaware
$466 +$466 +2 New
TWD
517
True Wealth Design
Ohio
$234 +$234 +1 New
SC
518
Schubert & Co
Texas
$234 +$234 +1 New
AIP
519
Ahrens Investment Partners
Louisiana
$233 +$233 +1 New
Twin Tree Management
520
Twin Tree Management
Texas
-$35.3M -179,164 Closed
WP
521
Woodline Partners
California
-$25.7M -130,810 Closed
LP
522
LMR Partners
United Kingdom
-$20.7M -105,000 Closed
Squarepoint
523
Squarepoint
New York
-$19.9M -100,910 Closed
CSS
524
Cubist Systematic Strategies
Connecticut
-$17.9M -90,891 Closed
Man Group
525
Man Group
United Kingdom
-$17.6M -89,498 Closed