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 %
AIM
526
Achmea Investment Management
Netherlands
$303K
AWM
527
Apollon Wealth Management
South Carolina
$301K +$301K +735 New
EFG
528
Everhart Financial Group
Ohio
$300K +$15.9K +39 +6%
FFA
529
Farther Finance Advisors
California
$298K +$114K +278 +62%
FIA
530
Foundations Investment Advisors
Arizona
$298K +$57.7K +141 +24%
CI
531
Cigna Investments
Connecticut
$297K +$4.9K +12 +2%
NL
532
NWAM LLC
Washington
$297K +$297K +726 New
BHCM
533
Brevan Howard Capital Management
Jersey
$295K +$17.2K +42 +6%
CIA
534
Concurrent Investment Advisors
Florida
$294K +$294K +720 New
MFA
535
Mayflower Financial Advisors
Massachusetts
$293K +$20.4K +50 +8%
SWP
536
Stratos Wealth Partners
Ohio
$292K +$292K +713 New
AP
537
Appleton Partners
Massachusetts
$291K
ATPW
538
Ashton Thomas Private Wealth
Arizona
$287K
AS
539
AM Squared
Hong Kong
$286K +$245K +600 +600%
CAIMH
540
Central Asset Investments & Management Holdings
Hong Kong
$286K +$286K +700 New
AWM
541
Accurate Wealth Management
Florida
$285K +$15.7K +40 +6%
FP
542
Financial Perspectives
Minnesota
$285K
AAM
543
Azzad Asset Management
Virginia
$284K +$284K +695 New
IPAM
544
ICICI Prudential Asset Management
India
$283K +$283K +692 New
WAP
545
Wealthcare Advisory Partners
Pennsylvania
$282K +$282K +689 New
MLM
546
Mount Lucas Management
Pennsylvania
$280K
CC
547
Centiva Capital
New York
$279K +$279K +682 New
AAS
548
Avantax Advisory Services
Texas
$278K -$3.68K -9 -1%
EA
549
Everpar Advisors
Oklahoma
$274K +$274K +671 New
EWA
550
EP Wealth Advisors
California
$272K +$22.5K +55 +9%