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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
LWM
776
Laidlaw Wealth Management
New York
-$210K -585 Closed
GAM
777
Gotham Asset Management
New York
-$206K -575 Closed
MYIA
778
Mount Yale Investment Advisors
Colorado
-$205K -572 Closed
CGH
779
Crossmark Global Holdings
Texas
-$204K -569 Closed
BCM
780
BluePath Capital Management
Georgia
-$203K -566 Closed
RIA
781
Realta Investment Advisors
Delaware
-$202K -563 Closed
WTG
782
West Tower Group
Virginia
-$179K -500 Closed
IWA
783
Icon Wealth Advisors
Texas
-$160K -446 Closed
TC
784
Truvestments Capital
Florida
-$153K -428 Closed
EC
785
EntryPoint Capital
New York
-$111K -310 Closed
TCM
786
Traynor Capital Management
Pennsylvania
-$78.4K -218 Closed
OLVIG
787
Oliver Lagore Vanvalin Investment Group
Michigan
-$59.2K -165 Closed
PHK
788
Point72 Hong Kong
Hong Kong
-$42.6K -119 Closed
CSS
789
Cubist Systematic Strategies
Connecticut
-$31.6K -100 Closed
SHIM
790
Stone House Investment Management
Pennsylvania
-$35.9K -100 Closed
AA
791
AlphaCentric Advisors
Puerto Rico
-$33.4K -93 Closed
BEI
792
Benjamin Edwards Inc
Missouri
-$19K -52 Closed
IGWM
793
ICA Group Wealth Management
Colorado
-$14.3K -40 Closed
MAM
794
Meeder Asset Management
Ohio
-$14K -39 Closed
VL
795
Vima LLC
Michigan
-$7.93K -34 Closed
WTA
796
Washington Trust Advisors
Massachusetts
-$11.1K -31 Closed
BWL
797
Bogart Wealth LLC
Virginia
-$10.8K -30 Closed
FFC
798
First Financial Corp
Indiana
-$10.8K -30 Closed
BC
799
BIT Capital
Germany
-$10K -28 Closed
RFG
800
REAP Financial Group
Texas
-$10.1K -28 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.