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MongoDB
MDB

Overview Fund Activity

730 hedge funds and large institutions have $23.4B invested in MongoDB in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 300 increasing their positions, 229 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
-10
Holders Change %
-1.35%
% of All Funds
10.58%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.13%
New
106
Increased
300
Reduced
229
Closed
106
Calls
$1.18B
Puts
$2.51B
Net Calls
-$1.33B
Net Calls Change
-$108M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
$1.58B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$387M
3
Bank of America
Bank of America
North Carolina
$364M
4
AM
Atreides Management
Massachusetts
$106M
5
Ameriprise
Ameriprise
Minnesota
$214M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$271M
2
GAM
Groupama Asset Management
France
$6.37M
3
Capital World Investors
Capital World Investors
California
$571M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$738M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
LOIM
651
Liberty One Investment Management
Illinois
$15.8K +$359 +1 +2%
DJSG
652
D.J. St. Germain
Massachusetts
$15.4K – – –
Jones Financial Companies
653
Jones Financial Companies
Missouri
$15.4K +$15.1K +42 +4,200%
RA
654
Rise Advisors
New York
$15.1K +$6.1K +17 +68%
CPG
655
Cornerstone Planning Group
New Jersey
$14.9K +$2.54K +7 +21%
IGWM
656
ICA Group Wealth Management
Colorado
$14.3K – – –
RIL
657
Rothschild Investment LLC
Illinois
$14.3K – – –
AGWCA
658
Annis Gardner Whiting Capital Advisors
Florida
$14K +$14K +39 New
MAM
659
Meeder Asset Management
Ohio
$14K +$14K +39 New
NCM
660
Northwest Capital Management
Oregon
$13.6K – – –
BIA
661
Bell Investment Advisors
California
$12.6K +$359 +1 +3%
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$12.6K +$3.95K +11 +46%
WTA
663
Washington Trust Advisors
Massachusetts
$11.1K +$6.78K +19 +158%
PMFA
664
Plante Moran Financial Advisors
Michigan
$10.8K -$359 -1 -3%
BWL
665
Bogart Wealth LLC
Virginia
$10.8K +$10.8K +30 New
FFC
666
First Financial Corp
Indiana
$10.8K -$35.9K -100 -77%
MSG
667
Main Street Group
Virginia
$10.7K – – –
ITFISA
668
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$10.3K -$139K -404 -93%
RFG
669
REAP Financial Group
Texas
$10.1K +$719 +2 +8%
BC
670
BIT Capital
Germany
$10K +$10K +28 New
CAM
671
Creekmur Asset Management
Illinois
$10K +$10K +28 New
CA
672
Continuum Advisory
Idaho
$8.87K +$8.87K +25 New
HFS
673
Hantz Financial Services
Michigan
$8K – – –
VL
674
Vima LLC
Michigan
$7.93K +$2.8K +12 +55%
FGAM
675
Financial Gravity Asset Management
Texas
$7.69K +$4.89K +14 +175%
25 26
27
28 29