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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
CCA
576
Catalyst Capital Advisors
New York
$18K +$1.58K +5 +7%
RTC
577
Riverview Trust Company
Washington
$17K
MPWT
578
MassMutual Private Wealth & Trust
Connecticut
$16.7K +$10.1K +32 +91%
IFAM
579
Institutional & Family Asset Management
Colorado
$16.5K -$316 -1 -1%
VNA
580
Valley National Advisers
Pennsylvania
$16K -$7.26K -23 -26%
HIIFS
581
Harel Insurance Investments & Financial Services
Israel
$16K -$5.05K -16 -20%
TFIPS
582
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15K
HIA
583
Harbor Investment Advisory
Maryland
$14.7K +$14.2K +45 +321%
WPWM
584
Western Pacific Wealth Management
Illinois
$13.7K -$37.9K -120 -69%
GI
585
GAMMA Investing
California
$13K -$25.6K -81 -61%
FRA
586
Front Row Advisors
California
$12.5K
CAS
587
Coppell Advisory Solutions
Texas
$12.5K +$15.8K +50 New
PAI
588
Pittenger & Anderson Inc
Nebraska
$12.2K -$64.4K -204 -81%
PMFA
589
Plante Moran Financial Advisors
Michigan
$12.2K +$6K +19 +63%
TPCW
590
TD Private Client Wealth
New York
$12.2K +$13.9K +44 +880%
CAM
591
Close Asset Management
United Kingdom
$11K -$30K -95 -68%
HI
592
Harbour Investments
Wisconsin
$11K -$10.1K -32 -42%
DJSG
593
D.J. St. Germain
Massachusetts
$10.7K
RA
594
Rise Advisors
New York
$10.5K
PFBT
595
Parkside Financial Bank & Trust
Missouri
$10.2K -$9.79K -31 -43%
PTC
596
Private Trust Company
Ohio
$10.2K -$9.47K -30 -42%
LOIM
597
Liberty One Investment Management
Illinois
$10K -$948 -3 -7%
TCA
598
Trifecta Capital Advisors
Illinois
$10K +$12.6K +40 New
RIL
599
Rothschild Investment LLC
Illinois
$10K
AGWCA
600
Annis Gardner Whiting Capital Advisors
Florida
$9.75K

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.