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
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
676
HighMark Wealth Management
Minnesota
$7.17K
PWMG
677
Private Wealth Management Group
New Jersey
$7.17K +$7.17K +20 New
ZB
678
Zions Bancorporation
Utah
$6.81K -$1.79K -5 -21%
MG
679
Mather Group
Illinois
$6.72K +$6.72K +16 New
GBT
680
Grove Bank & Trust
Florida
$6.46K
SIS
681
Sound Income Strategies
Florida
$6.46K +$5.02K +14 +350%
JSAM
682
J. Safra Asset Management
New York
$6.1K +$6.1K +17 New
NS
683
NBC Securities
Alabama
$6K
AW
684
Avion Wealth
Texas
$6K +$375 +1 +7%
BWP
685
Baldwin Wealth Partners
Massachusetts
$5.38K -$179K -500 -97%
TVWM
686
Tower View Wealth Management
Wisconsin
$5.38K
HWP
687
Highline Wealth Partners
California
$5.38K +$5.38K +15 New
SC
688
SouthState Corp
Florida
$5.38K +$5.38K +15 New
HIA
689
Harbor Investment Advisory
Maryland
$5.02K +$5.02K +14 New
RFG
690
RFP Financial Group
Georgia
$4.3K
AA
691
Addison Advisors
Vermont
$4.3K +$4.3K +12 New
WIM
692
Westside Investment Management
California
$4.27K
S
693
Sachetta
Massachusetts
$4.09K
SIC
694
Salem Investment Counselors
North Carolina
$3.95K -$5.38K -15 -58%
AWM
695
Atticus Wealth Management
Florida
$3.95K
JWA
696
JFS Wealth Advisors
Pennsylvania
$3.95K
GWSG
697
GPS Wealth Strategies Group
Colorado
$3.59K -$7.17K -20 -67%
BCH
698
Berkshire Capital Holdings
California
$3.59K
RWA
699
Redmont Wealth Advisors
Illinois
$3.59K +$3.59K +10 New
MIM
700
Macroview Investment Management
Maryland
$3.23K -$5.74K -16 -64%