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MongoDB

740 hedge funds and large institutions have $26.7B invested in MongoDB in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 285 increasing their positions, 205 reducing their positions, and 78 closing their positions.

Holders
740
Holders Change
+79
Holders Change %
+11.95%
% of All Funds
10.85%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
164
Increased
285
Reduced
205
Closed
78
Calls
$1.97B
Puts
$3.19B
Net Calls
-$1.22B
Net Calls Change
-$708M
Name Market Value Shares Shares
Change
Shares
Change %
QCG
601
Quadrant Capital Group
Ohio
$168K 412 +22 +6%
IWA
602
Icon Wealth Advisors
Texas
$162K 397 +397 New
SWM
603
Spire Wealth Management
Virginia
$160K 398 +6 +2%
LWCFA
604
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K 380
KI
605
Kapitalo Investimentos
Brazil
$147K 360 +360 New
Bessemer Group
606
Bessemer Group
New Jersey
$147K 359
PS
607
Principal Securities
Iowa
$137K 334 +334 New
NICM
608
Neo Ivy Capital Management
New York
$126K 309 +309 New
LWANC
609
Laurel Wealth Advisors (North Carolina)
North Carolina
$124K 303
AAM
610
Advisors Asset Management
Colorado
$117K 287 +27 +10%
FHA
611
First Horizon Advisors
Tennessee
$116K 284 +56 +25%
GWM
612
Geneos Wealth Management
Colorado
$113K 277 -1 -0.4%
PAI
613
Pittenger & Anderson Inc
Nebraska
$103K 253
LC
614
Lindbrook Capital
California
$101K 247 +46 +23%
EWA
615
EverSource Wealth Advisors
Alabama
$92.4K 226 +25 +12%
PIM
616
Plato Investment Management
Australia
$86.7K 212 +212 New
EDRH
617
Edmond de Rothschild Holding
Switzerland
$82.2K 201 +201 New
PWA
618
Provenance Wealth Advisors
Florida
$81.8K 200
AA
619
Alta Advisers
United Kingdom
$81.8K 200
CI Investments Inc
620
CI Investments Inc
Ontario, Canada
$78K 190 -8 -4%
EFMH
621
E Fund Management (HK)
Hong Kong
$77K 189 +189 New
RCM
622
Raleigh Capital Management
North Carolina
$74.4K 182 +36 +25%
JPWM
623
Jamison Private Wealth Management
Georgia
$73.2K 179
CFO
624
CVA Family Office
Colorado
$72.8K 178 +178 New
CFGS
625
Concourse Financial Group Securities
Alabama
$69.5K 170 +26 +18%