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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 %
WI
751
WrapManager Inc
California
– -$240K -670 Closed
Tudor Investment Corp
752
Tudor Investment Corp
Connecticut
– -$233K -651 Closed
APS
753
American Planning Services
Florida
– -$233K -649 Closed
WA
754
Wealth Alliance
New York
– -$232K -647 Closed
HPIA
755
Hamilton Point Investment Advisors
North Carolina
– -$231K -643 Closed
CWM
756
Cornerstone Wealth Management
Missouri
– -$229K -639 Closed
DLCIG
757
D.L. Carlson Investment Group
New Hampshire
– -$228K -635 Closed
WWM
758
Whalen Wealth Management
Nevada
– -$227K -633 Closed
MLM
759
Mount Lucas Management
Pennsylvania
– -$225K -628 Closed
NB
760
Norinchukin Bank
Japan
– -$221K -615 Closed
NCFG
761
New Century Financial Group
New Jersey
– -$219K -610 Closed
NW
762
NewEdge Wealth
Pennsylvania
– -$221K -609 Closed
WAP
763
Wealthcare Advisory Partners
Pennsylvania
– -$217K -605 Closed
EFM
764
E Fund Management
China
– -$217K -604 Closed
CIA
765
Concurrent Investment Advisors
Florida
– -$214K -598 Closed
CG
766
Caprock Group
Idaho
– -$214K -597 Closed
BGIM
767
Boussard & Gavaudan Investment Management
United Kingdom
– -$212K -588 Closed
LWM
768
Laidlaw Wealth Management
New York
– -$210K -585 Closed
GAM
769
Gotham Asset Management
New York
– -$206K -575 Closed
MYIA
770
Mount Yale Investment Advisors
Colorado
– -$205K -572 Closed
CGH
771
Crossmark Global Holdings
Texas
– -$204K -569 Closed
BCM
772
BluePath Capital Management
Georgia
– -$203K -566 Closed
RIA
773
Realta Investment Advisors
Delaware
– -$202K -563 Closed
WTG
774
West Tower Group
Virginia
– -$179K -500 Closed
IWA
775
Icon Wealth Advisors
Texas
– -$160K -446 Closed
29 30
31
32 33