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MongoDB

661 hedge funds and large institutions have $22.3B invested in MongoDB in 2023 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 86 closing their positions.

Holders
661
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
10.54%
Holding in Top 10
17
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-39.29%
% of All Funds
0.27%
New
99
Increased
251
Reduced
207
Closed
86
Calls
$1.75B
Puts
$2.27B
Net Calls
-$515M
Net Calls Change
-$403M
Name Market Value Shares Shares
Change
Shares
Change %
PCM
551
Penserra Capital Management
California
$123K 357 -2,913 -89%
EMFAT
552
Emerald Mutual Fund Advisers Trust
Pennsylvania
$122K 352
LWANC
553
Laurel Wealth Advisors (North Carolina)
North Carolina
$105K 303
GWM
554
Geneos Wealth Management
Colorado
$96.1K 278 -13 -4%
AAM
555
Advisors Asset Management
Colorado
$89.9K 260 +15 +6%
PAI
556
Pittenger & Anderson Inc
Nebraska
$87.5K 253 -50 -17%
FWM
557
Focused Wealth Management
New York
$86.5K 250
Pacer Advisors
558
Pacer Advisors
Pennsylvania
$83.7K 242 +102 +73%
FHA
559
First Horizon Advisors
Tennessee
$78.9K 228
EWA
560
EverSource Wealth Advisors
Alabama
$69.5K 201 +1 +0.5%
LC
561
Lindbrook Capital
California
$69.5K 201 +2 +1%
AA
562
Alta Advisers
United Kingdom
$69.2K 200
PWA
563
Provenance Wealth Advisors
Florida
$69.2K 200 +200 New
CI Investments Inc
564
CI Investments Inc
Ontario, Canada
$68K 198 +10 +5%
JPWM
565
Jamison Private Wealth Management
Georgia
$61.9K 179 +179 New
MCM
566
Manchester Capital Management
Vermont
$53.3K 154
SCA
567
Stonebridge Capital Advisors
Minnesota
$51.9K 150
HIIFS
568
Harel Insurance Investments & Financial Services
Israel
$51K 147 -13 -8%
RCM
569
Raleigh Capital Management
North Carolina
$50.5K 146 +89 +156%
CFGS
570
Concourse Financial Group Securities
Alabama
$49.8K 144 +30 +26%
FIA
571
FNY Investment Advisers
New York
$48K 140 +140 New
UB
572
UMB Bank
Missouri
$47.4K 137
GRP
573
Global Retirement Partners
California
$47K 140 +8 +6%
PFBT
574
Parkside Financial Bank & Trust
Missouri
$45K 130 +36 +38%
CT
575
Cambridge Trust
Massachusetts
$45K 130