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659 hedge funds and large institutions have $17B invested in MongoDB in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 244 increasing their positions, 246 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.51% more ownership

Funds ownership: 90.2%92.71% (+2.5%)

1% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 246

11% less funds holding

Funds holding: 737659 (-78)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.69B

28% less capital invested

Capital invested by funds: $23.5B → $17B (-$6.52B)

45% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 151

Holders
659
Holders Change
-78
Holders Change %
-10.58%
% of All Funds
9.52%
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
244
Reduced
246
Closed
151
Calls
$1.29B
Puts
$1.69B
Net Calls
-$398M
Net Calls Change
+$933M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
751
Appleton Partners
Massachusetts
-$255K -712 Closed
ATPW
752
Ashton Thomas Private Wealth
Arizona
-$255K -711 Closed
NL
753
NWAM LLC
Washington
-$250K -703 Closed
MFA
754
Mayflower Financial Advisors
Massachusetts
-$250K -698 Closed
SC
755
Sapient Capital
Indiana
-$247K -689 Closed
EGA
756
E&G Advisors
Texas
-$246K -685 Closed
EWA
757
EP Wealth Advisors
California
-$244K -680 Closed
ZF
758
Zega Financial
Florida
-$241K -673 Closed
WI
759
WrapManager Inc
California
-$240K -670 Closed
Tudor Investment Corp
760
Tudor Investment Corp
Connecticut
-$206K -651 Closed
APS
761
American Planning Services
Florida
-$233K -649 Closed
WA
762
Wealth Alliance
New York
-$232K -647 Closed
HPIA
763
Hamilton Point Investment Advisors
North Carolina
-$231K -643 Closed
CWM
764
Cornerstone Wealth Management
Missouri
-$229K -639 Closed
DLCIG
765
D.L. Carlson Investment Group
New Hampshire
-$228K -635 Closed
WWM
766
Whalen Wealth Management
Nevada
-$227K -633 Closed
MLM
767
Mount Lucas Management
Pennsylvania
-$225K -628 Closed
NB
768
Norinchukin Bank
Japan
-$221K -615 Closed
NCFG
769
New Century Financial Group
New Jersey
-$219K -610 Closed
NW
770
NewEdge Wealth
Pennsylvania
-$221K -609 Closed
WAP
771
Wealthcare Advisory Partners
Pennsylvania
-$217K -605 Closed
EFM
772
E Fund Management
China
-$217K -604 Closed
CIA
773
Concurrent Investment Advisors
Florida
-$214K -598 Closed
CG
774
Caprock Group
Idaho
-$214K -597 Closed
BGIM
775
Boussard & Gavaudan Investment Management
United Kingdom
-$212K -588 Closed

MDB Hedge Fund Activity: Q2 2024 in Review

659 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2024, worth a combined $17B — down 28% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of MDB and 83 opened new positions — a net loss of 68 holders — while 246 trimmed existing stakes and 244 added.

The largest buyer was Wellington Management Group, adding an estimated $461M. The largest seller was Jennison Associates, cutting an estimated $600M.

  • 659 institutional investors held MongoDB (MDB) as of Q2 2024, down from 737 in Q1 2024.
  • Funds reported $17B of MongoDB stock for Q2 2024, down 28% quarter-over-quarter.
  • 83 funds opened new MongoDB positions in Q2 2024 and 151 closed out, a net change of -68 holders.
  • The largest MongoDB buyer in Q2 2024 was Wellington Management Group, an estimated $461M added.
  • The largest MongoDB seller in Q2 2024 was Jennison Associates, an estimated $600M sold.

Based on aggregated 13F filings for Q2 2024.