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MongoDB
MDB

Overview Fund Activity

656 hedge funds and large institutions have $17.9B invested in MongoDB in 2024 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 253 increasing their positions, 212 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
9.49%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
101
Increased
253
Reduced
212
Closed
90
Calls
$1.58B
Puts
$2.11B
Net Calls
-$530M
Net Calls Change
-$133M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$229M
2
Jennison Associates
Jennison Associates
New York
$839M
3
UBS AM
UBS AM
Illinois
$227M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.97B
5
AG
Avala Global
New York
$48M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$95M
2
KCM
Kodai Capital Management
Illinois
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$854M
4
Morgan Stanley
Morgan Stanley
New York
$197M
5
Millennium Management
Millennium Management
New York
$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
601
Glen Eagle Advisors
New Jersey
$7.84K – – –
PMFA
602
Plante Moran Financial Advisors
Michigan
$7.57K -$5.68K -21 -43%
CAM
603
Creekmur Asset Management
Illinois
$7.57K – – –
CFB
604
Cullen/Frost Bankers
Texas
$7.57K +$2.16K +8 +40%
CPG
605
Cornerstone Planning Group
New Jersey
$6.88K -$3.03K -11 -31%
MG
606
Mather Group
Illinois
$6.34K -$7.44K -27 -54%
CAM
607
Close Asset Management
United Kingdom
$6K -$6.27K -23 -51%
PWMG
608
Private Wealth Management Group
New Jersey
$5.41K – – –
WTA
609
Washington Trust Advisors
Massachusetts
$5.13K +$5.13K +19 New
SIS
610
Sound Income Strategies
Florida
$4.87K – – –
GBT
611
Grove Bank & Trust
Florida
$4.87K – – –
ATS
612
Ashton Thomas Securities
New York
$4.6K +$4.6K +17 New
CIAS
613
CBIZ Investment Advisory Services
Ohio
$4.6K – – –
S
614
Sachetta
Massachusetts
$4.33K +$2.97K +11 +220%
JIP
615
Jaffetilchin Investment Partners
Florida
$4.33K +$4.33K +16 New
TVWM
616
Tower View Wealth Management
Wisconsin
$4.06K – – –
VCM
617
Versant Capital Management
Arizona
$4.06K -$1.08K -4 -21%
BWP
618
Baldwin Wealth Partners
Massachusetts
$4.06K -$270 -1 -6%
AA
619
Addison Advisors
Vermont
$3.25K – – –
TCOV
620
Trust Company of Vermont
Vermont
$3.24K +$3.24K +12 New
SIC
621
Salem Investment Counselors
North Carolina
$2.97K – – –
AWM
622
Atticus Wealth Management
Florida
$2.97K – – –
CFGS
623
Concourse Financial Group Securities
Alabama
$2.97K -$1.08K -4 -27%
WIM
624
Westside Investment Management
California
$2.87K – – –
RCM
625
Raleigh Capital Management
North Carolina
$2.7K -$811 -3 -23%
23 24
25
26 27