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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
DCP
551
DSM Capital Partners
Florida
$37K
HFS
552
Hantz Financial Services
Michigan
$35K +$37.6K +119 +567%
QL
553
Quarry LP
New York
$33.5K +$40.7K +129 +2,580%
JSAM
554
J. Safra Asset Management
New York
$33.2K +$36.6K +116 +682%
CTC
555
Central Trust Company
Missouri
$32.7K
UB
556
UMB Bank
Missouri
$32.7K
SSB
557
Sandy Spring Bank
Maryland
$31.7K +$9.47K +30 +31%
SS
558
Sunbelt Securities
Texas
$31.2K
AWM
559
Abound Wealth Management
Tennessee
$31K -$316 -1 -0.8%
LI
560
LRI Investments
Florida
$26.6K +$33.5K +106 New
T
561
Tidemark
California
$26.5K +$33.5K +106 New
FA
562
Financial Avengers
California
$25K -$6.32K -20 -17%
BCMLT
563
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K -$1.58K -5 -5%
BCWM
564
Bartlett & Co Wealth Management
Ohio
$25K
MWA
565
MFA Wealth Advisors
Pennsylvania
$25K +$31.6K +100 New
HNB
566
Hilltop National Bank
Wyoming
$24.2K
AW
567
Avion Wealth
Texas
$23K +$24.6K +78 +488%
CHA
568
Carmichael Hill & Associates
Maryland
$22.5K
ATC
569
Adirondack Trust Company
New York
$22K
SAM
570
Smartleaf Asset Management
Massachusetts
$21.7K +$13.9K +44 +98%
JWM
571
Janiczek Wealth Management
Colorado
$21.5K -$632 -2 -2%
MA
572
Montag & Associates
Georgia
$19.3K
CAL
573
Capital Advisors Ltd
Ohio
$19K +$2.53K +8 +12%
GRP
574
Global Retirement Partners
California
$19K -$84K -266 -78%
MG
575
Mather Group
Illinois
$18.1K +$10.7K +34 +213%

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.