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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
Bessemer Group
526
Bessemer Group
New Jersey
$91K -$6.32K -20 -5%
AAM
527
Advisors Asset Management
Colorado
$89.5K +$10.7K +34 +10%
PP
528
Paloma Partners
Connecticut
$83K -$121K -382 -54%
PWA
529
Provenance Wealth Advisors
Florida
$81K
LWANC
530
Laurel Wealth Advisors (North Carolina)
North Carolina
$75.7K
RS
531
Rakuten Securities
Japan
$71.2K -$83.1K -263 -48%
GWM
532
Geneos Wealth Management
Colorado
$69.2K -$1.9K -6 -2%
Bank Julius Baer & Co
533
Bank Julius Baer & Co
Switzerland
$68.2K -$117K -369 -60%
C
534
Covestor
United Kingdom
$64K +$14.2K +45 +21%
FHA
535
First Horizon Advisors
Tennessee
$61.5K -$85.3K -270 -52%
LC
536
Lindbrook Capital
California
$59.5K -$5.37K -17 -7%
EWA
537
EverSource Wealth Advisors
Alabama
$55.5K -$948 -3 -1%
KFS
538
Kelly Financial Services
Massachusetts
$55.5K +$32.5K +103 +87%
HNB
539
Huntington National Bank
Ohio
$53.7K -$1.26K -4 -2%
HI
540
Horizon Investments
North Carolina
$53.7K +$8.21K +26 +14%
WBC
541
Westpac Banking Corp
Australia
$52.5K +$25.9K +82 +64%
AA
542
Alta Advisers
United Kingdom
$50K
CFO
543
CVA Family Office
Colorado
$45K +$316 +1 +0.6%
ITFISA
544
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$42K +$43.6K +138 +460%
JPWM
545
Jamison Private Wealth Management
Georgia
$41.7K
IAIM
546
International Assets Investment Management
Florida
$41.5K +$52.4K +166 New
ADL
547
Asset Dedication LLC
California
$40.7K +$51.5K +163 New
LS
548
Livforsakringsbolaget Skandia
Sweden
$39.5K
MCM
549
Manchester Capital Management
Vermont
$38.5K
FIA
550
FNY Investment Advisers
New York
$37K +$48K +152 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.