651 hedge funds and large institutions have $16.9B invested in MongoDB in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 240 increasing their positions, 243 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-78
Holders Change %
-10.7%
% of All Funds
9.47%
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
240
Reduced
243
Closed
151
Calls
$1.29B
Puts
$1.69B
Net Calls
-$398M
Net Calls Change
+$933M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
551
Abound Wealth Management
Tennessee
$31K -$250 -1 -0.8%
LI
552
LRI Investments
Florida
$26.6K +$26.6K +106 New
T
553
Tidemark
California
$26.5K +$26.5K +106 New
FA
554
Financial Avengers
California
$25K -$5K -20 -17%
BCMLT
555
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K -$1.25K -5 -5%
BCWM
556
Bartlett & Co Wealth Management
Ohio
$25K
MWA
557
MFA Wealth Advisors
Pennsylvania
$25K +$25K +100 New
HNB
558
Hilltop National Bank
Wyoming
$24.2K
AW
559
Avion Wealth
Texas
$23K +$19.1K +78 +488%
CHA
560
Carmichael Hill & Associates
Maryland
$22.5K
ATC
561
Adirondack Trust Company
New York
$22K
SAM
562
Smartleaf Asset Management
Massachusetts
$21.7K +$10.7K +44 +98%
JWM
563
Janiczek Wealth Management
Colorado
$21.5K -$500 -2 -2%
MA
564
Montag & Associates
Georgia
$19.3K
CAL
565
Capital Advisors Ltd
Ohio
$19K +$2.03K +8 +12%
GRP
566
Global Retirement Partners
California
$19K -$66.5K -266 -78%
MG
567
Mather Group
Illinois
$18.1K +$12.3K +34 +213%
CCA
568
Catalyst Capital Advisors
New York
$18K +$1.25K +5 +7%
RTC
569
Riverview Trust Company
Washington
$17K
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$16.7K +$8K +32 +91%
IFAM
571
Institutional & Family Asset Management
Colorado
$16.5K -$250 -1 -1%
VNA
572
Valley National Advisers
Pennsylvania
$16K -$5.66K -23 -26%
HIIFS
573
Harel Insurance Investments & Financial Services
Israel
$16K -$4.06K -16 -20%
TFIPS
574
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15K
HIA
575
Harbor Investment Advisory
Maryland
$14.7K +$11.2K +45 +321%