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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 %
MFG
726
Menard Financial Group
Texas
– -$371K -1,035 Closed
FA
727
FDx Advisors
Illinois
– -$362K -1,010 Closed
CCM
728
CloudAlpha Capital Management
Hong Kong
– -$359K -1,000 Closed
PCG
729
Prosperity Consulting Group
Maryland
– -$345K -962 Closed
RJT
730
Raymond James Trust
Florida
– -$342K -955 Closed
BL
731
Balentine LLC
Georgia
– -$341K -952 Closed
SWP
732
Stratos Wealth Partners
Ohio
– -$336K -936 Closed
SA
733
SpiderRock Advisors
Delaware
– -$320K -897 Closed
VCM
734
Virtue Capital Management
Tennessee
– -$294K -825 Closed
SFA
735
Sequoia Financial Advisors
Ohio
– -$295K -822 Closed
HWM
736
HB Wealth Management
Georgia
– -$294K -821 Closed
VI
737
Versor Investments
New York
– -$273K -760 Closed
PWLP
738
Prio Wealth Limited Partnership
Massachusetts
– -$269K -750 Closed
CT
739
Chicago Trust
Illinois
– -$267K -745 Closed
MAM
740
MWA Asset Management
Massachusetts
– -$264K -737 Closed
EFG
741
Everhart Financial Group
Ohio
– -$264K -737 Closed
CI
742
Cigna Investments
Connecticut
– -$261K -727 Closed
AP
743
Appleton Partners
Massachusetts
– -$255K -712 Closed
ATPW
744
Ashton Thomas Private Wealth
Arizona
– -$255K -711 Closed
NL
745
NWAM LLC
Washington
– -$250K -703 Closed
MFA
746
Mayflower Financial Advisors
Massachusetts
– -$250K -698 Closed
SC
747
Sapient Capital
Indiana
– -$247K -689 Closed
EGA
748
E&G Advisors
Texas
– -$246K -685 Closed
EWA
749
EP Wealth Advisors
California
– -$244K -680 Closed
ZF
750
Zega Financial
Florida
– -$241K -673 Closed
28 29
30
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