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 %
NCFG
551
New Century Financial Group
New Jersey
$219K +$19K +53 +10%
WAP
552
Wealthcare Advisory Partners
Pennsylvania
$217K -$30.1K -84 -12%
EFM
553
E Fund Management
China
$217K -$762K -2,126 -78%
QC
554
Quent Capital
New York
$216K +$28.3K +79 +15%
CIA
555
Concurrent Investment Advisors
Florida
$214K -$43.7K -122 -17%
CG
556
Caprock Group
Idaho
$214K +$21.5K +60 +11%
BGIM
557
Boussard & Gavaudan Investment Management
United Kingdom
$212K +$212K +588 New
PIA
558
Perennial Investment Advisors
California
$212K +$35.9K +100 +20%
LWM
559
Laidlaw Wealth Management
New York
$210K +$210K +585 New
Fifth Third Bancorp
560
Fifth Third Bancorp
Ohio
$207K +$16.9K +47 +9%
GAM
561
Gotham Asset Management
New York
$206K -$467K -1,302 -69%
MYIA
562
Mount Yale Investment Advisors
Colorado
$205K -$12.2K -34 -6%
CGH
563
Crossmark Global Holdings
Texas
$204K +$204K +569 New
BCM
564
BluePath Capital Management
Georgia
$203K +$203K +566 New
RIA
565
Realta Investment Advisors
Delaware
$202K +$15.8K +44 +8%
AF
566
Allworth Financial
California
$199K +$12.6K +35 +7%
RS
567
Rakuten Securities
Japan
$197K -$4.44M -12,383 -96%
TCG
568
Transcendent Capital Group
Oklahoma
$191K +$170K +473 +788%
FHA
569
First Horizon Advisors
Tennessee
$185K +$83.2K +232 +82%
WTG
570
West Tower Group
Virginia
$179K +$179K +500 New
Northwestern Mutual Wealth Management
571
Northwestern Mutual Wealth Management
Wisconsin
$174K +$20.1K +56 +13%
IWA
572
Icon Wealth Advisors
Texas
$160K +$17.6K +49 +12%
TC
573
Truvestments Capital
Florida
$153K -$13.3K -37 -8%
BTI
574
Blue Trust Inc
Georgia
$152K +$123K +342 +412%
EDRH
575
Edmond de Rothschild Holding
Switzerland
$151K +$79.3K +221 +110%