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659 hedge funds and large institutions have $17B invested in MongoDB in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 244 increasing their positions, 246 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.51% more ownership

Funds ownership: 90.2%92.71% (+2.5%)

1% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 246

11% less funds holding

Funds holding: 737659 (-78)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.69B

28% less capital invested

Capital invested by funds: $23.5B → $17B (-$6.52B)

45% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 151

Holders
659
Holders Change
-78
Holders Change %
-10.58%
% of All Funds
9.52%
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
244
Reduced
246
Closed
151
Calls
$1.29B
Puts
$1.69B
Net Calls
-$398M
Net Calls Change
+$933M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Bridgefront Capital
Texas
$204K -$68.5K -217 -21%
Baird Financial Group
502
Baird Financial Group
Wisconsin
$204K +$257K +815 New
Northwestern Mutual Wealth Management
503
Northwestern Mutual Wealth Management
Wisconsin
$203K +$103K +326 +67%
IPAM
504
ICICI Prudential Asset Management
India
$201K +$27.5K +87 +12%
AC
505
AWM Capital
Arizona
$201K
BTI
506
Blue Trust Inc
Georgia
$193K +$35.7K +113 +27%
NA
507
NewEdge Advisors
Louisiana
$184K +$114K +360 +96%
FP
508
Financial Perspectives
Minnesota
$174K
NL
509
NVWM LLC
Pennsylvania
$167K +$212K +670 New
Jones Financial Companies
510
Jones Financial Companies
Missouri
$161K +$190K +601 +1,398%
A
511
AlphaQuest
New York
$160K +$202K +640 New
EDRH
512
Edmond de Rothschild Holding
Switzerland
$159K +$67.9K +215 +51%
BAMF
513
BI Asset Management Fondsmaeglerselskab
Denmark
$158K -$234K -741 -54%
Fifth Third Bancorp
514
Fifth Third Bancorp
Ohio
$155K +$13.9K +44 +8%
AF
515
Allworth Financial
California
$138K -$1.9K -6 -1%
TCG
516
Transcendent Capital Group
Oklahoma
$133K
PIA
517
Perennial Investment Advisors
California
$133K -$18.3K -58 -10%
PS
518
Principal Securities
Iowa
$128K +$48.6K +154 +43%
CL
519
CSS LLC
Illinois
$125K -$180K -569 -53%
OIAM
520
OFI Invest Asset Management
France
$119K +$130K +412 +420%
CUAMC
521
China Universal Asset Management Company
China
$110K +$36.3K +115 +35%
LWCFA
522
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98.1K
NIMI
523
Natixis Investment Managers International
France
$96.2K -$597K -1,890 -83%
QCG
524
Quadrant Capital Group
Ohio
$93.7K -$6.95K -22 -6%
CA
525
Clearstead Advisors
Ohio
$93.5K +$118K +374 New

MDB Hedge Fund Activity: Q2 2024 in Review

659 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2024, worth a combined $17B — down 28% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of MDB and 83 opened new positions — a net loss of 68 holders — while 246 trimmed existing stakes and 244 added.

The largest buyer was Wellington Management Group, adding an estimated $461M. The largest seller was Jennison Associates, cutting an estimated $600M.

  • 659 institutional investors held MongoDB (MDB) as of Q2 2024, down from 737 in Q1 2024.
  • Funds reported $17B of MongoDB stock for Q2 2024, down 28% quarter-over-quarter.
  • 83 funds opened new MongoDB positions in Q2 2024 and 151 closed out, a net change of -68 holders.
  • The largest MongoDB buyer in Q2 2024 was Wellington Management Group, an estimated $461M added.
  • The largest MongoDB seller in Q2 2024 was Jennison Associates, an estimated $600M sold.

Based on aggregated 13F filings for Q2 2024.