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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 %
CFB
601
Cullen/Frost Bankers
Texas
$5K -$33.2K -133 -87%
HWM
602
HighMark Wealth Management
Minnesota
$5K – – –
CA
603
Continuum Advisory
Idaho
$4.75K -$1.5K -6 -24%
VCM
604
Versant Capital Management
Arizona
$4.75K +$2.5K +10 +111%
GBT
605
Grove Bank & Trust
Florida
$4.5K – – –
SIS
606
Sound Income Strategies
Florida
$4.5K – – –
CIAS
607
CBIZ Investment Advisory Services
Ohio
$4.25K +$4.25K +17 New
BWP
608
Baldwin Wealth Partners
Massachusetts
$4K +$250 +1 +7%
TVWM
609
Tower View Wealth Management
Wisconsin
$3.75K – – –
CFGS
610
Concourse Financial Group Securities
Alabama
$3.75K -$21.5K -86 -85%
HWP
611
Highline Wealth Partners
California
$3.75K – – –
RCM
612
Raleigh Capital Management
North Carolina
$3.18K -$21K -86 -87%
BBHC
613
Brown Brothers Harriman & Co
New York
$3K -$680K -2,718 -100%
ZB
614
Zions Bancorporation
Utah
$3K -$1.75K -7 -37%
NS
615
NBC Securities
Alabama
$3K -$188 -1 -6%
AA
616
Addison Advisors
Vermont
$3K – – –
RFG
617
RFP Financial Group
Georgia
$3K – – –
WIM
618
Westside Investment Management
California
$3K – – –
AWM
619
Atticus Wealth Management
Florida
$2.75K – – –
SIC
620
Salem Investment Counselors
North Carolina
$2.75K – – –
AF
621
Advisornet Financial
Minnesota
$2.75K +$1.5K +6 +120%
RWA
622
Redmont Wealth Advisors
Illinois
$2.5K – – –
BCH
623
Berkshire Capital Holdings
California
$2.5K – – –
GWSG
624
GPS Wealth Strategies Group
Colorado
$2.5K – – –
CA
625
CoreCap Advisors
Michigan
$2.5K +$1.25K +5 +100%
23 24
25
26 27