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MongoDB
MDB

Overview Fund Activity

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

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$880M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$328M
3
American Century Companies
3
American Century Companies
Missouri
$150M
4
Millennium Management
4
Millennium Management
New York
$128M
5
Swedbank
5
Swedbank
Sweden
$164M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$627M
2
Invesco
2
Invesco
Georgia
$182M
3
Capital World Investors
3
Capital World Investors
California
$198M
4
AM
4
Atreides Management
Massachusetts
$0
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WPWM
576
Western Pacific Wealth Management
Illinois
$13.7K -$30K -120 -69%
GI
577
GAMMA Investing
California
$13K -$20.2K -81 -61%
FRA
578
Front Row Advisors
California
$12.5K – – –
CAS
579
Coppell Advisory Solutions
Texas
$12.5K +$12.5K +50 New
PAI
580
Pittenger & Anderson Inc
Nebraska
$12.2K -$51K -204 -81%
PMFA
581
Plante Moran Financial Advisors
Michigan
$12.2K +$4.75K +19 +63%
TPCW
582
TD Private Client Wealth
New York
$12.2K +$11K +44 +880%
CAM
583
Close Asset Management
United Kingdom
$11K -$23.2K -95 -68%
HI
584
Harbour Investments
Wisconsin
$11K -$8K -32 -42%
DJSG
585
D.J. St. Germain
Massachusetts
$10.7K – – –
RA
586
Rise Advisors
New York
$10.5K – – –
PFBT
587
Parkside Financial Bank & Trust
Missouri
$10.2K -$7.75K -31 -43%
PTC
588
Private Trust Company
Ohio
$10.2K -$7.5K -30 -42%
LOIM
589
Liberty One Investment Management
Illinois
$10K -$732 -3 -7%
TCA
590
Trifecta Capital Advisors
Illinois
$10K +$10K +40 New
RIL
591
Rothschild Investment LLC
Illinois
$10K – – –
AGWCA
592
Annis Gardner Whiting Capital Advisors
Florida
$9.75K – – –
NCM
593
Northwest Capital Management
Oregon
$9.5K – – –
WWP
594
WR Wealth Planners
Missouri
$8.25K -$6.75K -27 -45%
CPG
595
Cornerstone Planning Group
New Jersey
$7.97K -$1.11K -5 -12%
MSG
596
Main Street Group
Virginia
$7.91K – – –
BIA
597
Bell Investment Advisors
California
$7.75K -$1K -4 -11%
GEA
598
Glen Eagle Advisors
New Jersey
$7.25K +$7.25K +29 New
CAM
599
Creekmur Asset Management
Illinois
$7K – – –
PWMG
600
Private Wealth Management Group
New Jersey
$5K – – –
22 23
24
25 26