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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.

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 %
GI
626
Gradient Investments
Minnesota
$2.5K +$2K +8 +400%
RI
627
Ridgewood Investments
New Jersey
$2.5K +$2.5K +10 New
PCMC
628
Planning Capital Management Corporation
Pennsylvania
$2.5K +$2.5K +10 New
JWA
629
JFS Wealth Advisors
Pennsylvania
$2.25K -$500 -2 -18%
MIM
630
Macroview Investment Management
Maryland
$2.25K – – –
LFG
631
Larson Financial Group
Missouri
$2.25K +$2.25K +9 New
SSG
632
Summit Securities Group
New York
$2K +$2K +10 New
VWA
633
Valued Wealth Advisors
Utah
$1.75K – – –
SC
634
SouthState Corp
Florida
$1.5K -$2.25K -9 -60%
PPC
635
Park Place Capital
Alabama
$1.5K – – –
CSC
636
Caldwell Sutter Capital
California
$1.5K – – –
WWM
637
Wolff Wiese Magana
California
$1.25K – – –
FFO
638
Fortitude Family Office
Arizona
$1.25K +$1.25K +5 New
S
639
Sachetta
Massachusetts
$1.23K -$1.23K -5 -50%
TFA
640
Transamerica Financial Advisors
Florida
$1K – – –
WCM
641
Winthrop Capital Management
Indiana
$1K – – –
W
642
WealthCollab
Washington
$1K – – –
MCM
643
MV Capital Management
Maryland
$1K +$750 +3 +300%
DPW
644
DiNuzzo Private Wealth
Pennsylvania
$750 – – –
SIC
645
SJS Investment Consulting
Ohio
$500 – – –
RAM
646
Riggs Asset Management
Pennsylvania
$500 +$250 +1 +100%
CT
647
Colonial Trust
South Carolina
$367 -$184 -1 -33%
HCP
648
Hexagon Capital Partners
Arkansas
$250 -$12K -48 -98%
LIA
649
Lynx Investment Advisory
District of Columbia
$250 +$250 +1 New
FCA
650
FinTrust Capital Advisors
South Carolina
$21 +$13 +5 +167%
24 25
26
27 28