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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 %
RI
626
Ridgewood Investments
New Jersey
$2.7K – – –
GWSG
627
GPS Wealth Strategies Group
Colorado
$2.7K – – –
BCH
628
Berkshire Capital Holdings
California
$2.7K – – –
DIP
629
DT Investment Partners
Pennsylvania
$2.7K +$2.7K +10 New
JWA
630
JFS Wealth Advisors
Pennsylvania
$2.43K – – –
BCM
631
Blume Capital Management
California
$2.43K +$2.43K +9 New
LFG
632
Larson Financial Group
Missouri
$2.43K – – –
VWA
633
Valued Wealth Advisors
Utah
$2.16K +$270 +1 +14%
CAL
634
Capital Analysts LLC
Pennsylvania
$2K +$2K +8 New
HWM
635
Hemington Wealth Management
Virginia
$2K +$2K +11 New
LOIM
636
Liberty One Investment Management
Illinois
$1.62K -$9.46K -35 -85%
PPC
637
Park Place Capital
Alabama
$1.62K – – –
CSC
638
Caldwell Sutter Capital
California
$1.62K – – –
CPA
639
Capital Performance Advisors
California
$1.38K +$1.38K +5 New
AF
640
Advisornet Financial
Minnesota
$1.35K -$1.62K -6 -55%
FFO
641
Fortitude Family Office
Arizona
$1.35K – – –
GSEP
642
Golden State Equity Partners
California
$1.08K +$1.08K +4 New
Lazard Asset Management
643
Lazard Asset Management
New York
$1K -$777K -3,108 -100%
ST
644
Smithfield Trust
Pennsylvania
$1K +$1K +5 New
AWM
645
Activest Wealth Management
Florida
$811 +$811 +3 New
CT
646
Colonial Trust
South Carolina
$710 +$237 +1 +50%
SWS
647
SYSTM Wealth Solutions
Illinois
$541 -$3.07M -11,336 -100%
RAM
648
Riggs Asset Management
Pennsylvania
$541 – – –
KFI
649
Key Financial Inc
Pennsylvania
$541 +$541 +2 New
1IA
650
1620 Investment Advisors
Massachusetts
$383 +$383 +1 New
24 25
26
27 28