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 %
TWM
501
Tanager Wealth Management
United Kingdom
$328K
CGL
502
Clarius Group LLC
Washington
$322K -$21.2K -59 -6%
TA
503
TFB Advisors
Kansas
$321K +$321K +859 New
SA
504
SpiderRock Advisors
Delaware
$320K +$320K +897 New
YCM
505
Yousif Capital Management
Michigan
$318K +$34.4K +96 +12%
CG
506
Cynosure Group
Utah
$313K +$313K +874 New
SI
507
Stephens Inc
Arkansas
$299K -$121K -336 -29%
WC
508
Westwind Capital
New Mexico
$298K
SFA
509
Sequoia Financial Advisors
Ohio
$295K +$5.74K +16 +2%
HWM
510
HB Wealth Management
Georgia
$294K +$5.74K +16 +2%
VCM
511
Virtue Capital Management
Tennessee
$294K +$294K +825 New
O
512
Ossiam
France
$292K -$57.4K -160 -16%
AC
513
AWM Capital
Arizona
$288K
CL
514
Choreo LLC
Illinois
$286K -$90K -251 -24%
AWS
515
Atria Wealth Solutions
New York
$282K -$1.08K -3 -0.4%
OAM
516
Ostrum Asset Management
France
$278K
PFS
517
Prospera Financial Services
Texas
$277K -$15.4K -43 -5%
VI
518
Versor Investments
New York
$273K +$273K +760 New
OCBCO
519
Oversea-Chinese Banking Corp (OCBC)
Singapore
$272K
PWLP
520
Prio Wealth Limited Partnership
Massachusetts
$269K
CT
521
Chicago Trust
Illinois
$267K
MAM
522
MWA Asset Management
Massachusetts
$264K -$70.3K -196 -21%
EFG
523
Everhart Financial Group
Ohio
$264K +$1.44K +4 +0.5%
OA
524
Oracle Alpha
Ontario, Canada
$263K +$74.2K +207 +39%
FFA
525
Farther Finance Advisors
California
$262K +$2.49K +7 +1%