740 hedge funds and large institutions have $26.7B invested in MongoDB in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 285 increasing their positions, 205 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+79
Holders Change %
+11.95%
% of All Funds
10.85%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
164
Increased
285
Reduced
205
Closed
78
Calls
$1.97B
Puts
$3.19B
Net Calls
-$1.22B
Net Calls Change
-$708M
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
501
Newbridge Financial Services Group
Florida
$366K +$178K +436 +95%
AR
502
Advisory Research
Illinois
$363K +$57.6K +141 +19%
RJT
503
Raymond James Trust
Florida
$363K +$30.7K +75 +9%
ALAM
504
Asahi Life Asset Management
Japan
$362K +$362K +885 New
BAMF
505
BI Asset Management Fondsmaeglerselskab
Denmark
$361K -$171K -418 -32%
NA
506
NewEdge Advisors
Louisiana
$353K +$173K +423 +96%
AGA
507
Arkos Global Advisors
Texas
$348K
PTC
508
Petrus Trust Company
Texas
$345K +$345K +845 New
WC
509
Westwind Capital
New Mexico
$340K
PFS
510
Prospera Financial Services
Texas
$333K +$92.8K +227 +39%
SFA
511
Sequoia Financial Advisors
Ohio
$330K +$84.6K +207 +35%
HWM
512
HB Wealth Management
Georgia
$329K +$67.5K +165 +26%
AC
513
AWM Capital
Arizona
$329K -$818 -2 -0.2%
YCM
514
Yousif Capital Management
Michigan
$324K +$12.3K +30 +4%
AWS
515
Atria Wealth Solutions
New York
$323K -$2.04K -5 -0.6%
BWCS
516
Beirne Wealth Consulting Services
Connecticut
$320K +$320K +782 New
SW
517
SVB Wealth
Massachusetts
$319K -$267K -654 -46%
VanEck Associates
518
VanEck Associates
New York
$319K +$319K +781 New
OAM
519
Ostrum Asset Management
France
$317K -$277K -678 -47%
I
520
InceptionR
California
$310K -$8.18K -20 -3%
OCBCO
521
Oversea-Chinese Banking Corp (OCBC)
Singapore
$310K +$310K +759 New
CA
522
Cetera Advisors
Colorado
$308K +$41.3K +101 +15%
PWLP
523
Prio Wealth Limited Partnership
Massachusetts
$307K
DLCIG
524
D.L. Carlson Investment Group
New Hampshire
$306K +$306K +645 New
CT
525
Chicago Trust
Illinois
$305K