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MongoDB
MDB

Overview Fund Activity

661 hedge funds and large institutions have $22.3B invested in MongoDB in 2023 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 86 closing their positions.

Holders
661
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
10.54%
Holding in Top 10
17
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-39.29%
% of All Funds
0.27%
New
99
Increased
251
Reduced
207
Closed
86
Calls
$1.75B
Puts
$2.27B
Net Calls
-$515M
Net Calls Change
-$403M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$1.29B
2
Amundi
2
Amundi
France
$297M
3
Squarepoint
3
Squarepoint
New York
$119M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$114M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$166M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$522M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.58B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.72B
4
TC
4
Tairen Capital
Hong Kong
$44.9M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$273M
Name Market Value Shares Shares
Change 		Shares
Change %
VIA
701
Vident Investment Advisory
Georgia
– – -752 Closed
MF
702
Magnetar Financial
Illinois
– – -740 Closed
BFM
703
Boothbay Fund Management
New York
– – -739 Closed
CPIG
704
Chicago Partners Investment Group
Illinois
– – -725 Closed
WC
705
Waterloo Capital
Texas
– – -696 Closed
SC
706
Shay Capital
New York
– – -695 Closed
OWM
707
OneAscent Wealth Management
Alabama
– – -629 Closed
KWA
708
Kingswood Wealth Advisors
California
– – -625 Closed
NPA
709
Nichols & Pratt Advisers
Massachusetts
– – -600 Closed
DC
710
Diametric Capital
Massachusetts
– – -595 Closed
FCM
711
Fortis Capital Management
Washington
– – -591 Closed
IP
712
Ignite Planners
California
– – -587 Closed
ProShare Advisors
713
ProShare Advisors
Maryland
– – -578 Closed
VAS
714
Vestmark Advisory Solutions
Massachusetts
– – -558 Closed
CG
715
Caprock Group
Idaho
– – -541 Closed
STA
716
Summit Trail Advisors
New York
– – -538 Closed
OFS
717
OneAscent Financial Services
Alabama
– – -536 Closed
SIA
718
Schechter Investment Advisors
Michigan
– – -533 Closed
MAS
719
Meeder Advisory Services
Ohio
– – -529 Closed
FT
720
Fiduciary Trust
Massachusetts
– – -523 Closed
NCM
721
Northside Capital Management
Oregon
– – -510 Closed
DWM
722
Dakota Wealth Management
Florida
– – -510 Closed
KAM
723
Karani Asset Management
New York
– – -503 Closed
RFP
724
Roth Financial Partners
Texas
– – -500 Closed
TAM
725
Tealwood Asset Management
Minnesota
– – -491 Closed
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