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MongoDB
MDB

Overview Fund Activity

729 hedge funds and large institutions have $23.4B invested in MongoDB in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 300 increasing their positions, 229 reducing their positions, and 106 closing their positions.

Holders
729
Holders Change
-11
Holders Change %
-1.49%
% of All Funds
10.57%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.13%
New
105
Increased
300
Reduced
229
Closed
106
Calls
$1.18B
Puts
$2.51B
Net Calls
-$1.33B
Net Calls Change
-$108M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$1.58B
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$387M
3
Bank of America
3
Bank of America
North Carolina
$364M
4
AM
4
Atreides Management
Massachusetts
$106M
5
Ameriprise
5
Ameriprise
Minnesota
$214M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$271M
2
GAM
2
Groupama Asset Management
France
$6.37M
3
Capital World Investors
3
Capital World Investors
California
$571M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$738M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAIMH
801
Central Asset Investments & Management Holdings
Hong Kong
– -$286K -700 Closed
AS
802
AM Squared
Hong Kong
– -$286K -700 Closed
CC
803
Centiva Capital
New York
– -$279K -682 Closed
AAS
804
Avantax Advisory Services
Texas
– -$278K -681 Closed
EA
805
Everpar Advisors
Oklahoma
– -$274K -671 Closed
WPC
806
Wedmont Private Capital
Pennsylvania
– -$234K -618 Closed
SAG
807
SageView Advisory Group
California
– -$252K -606 Closed
AT
808
American Trust
Kentucky
– -$232K -568 Closed
FT
809
Fiduciary Trust
Massachusetts
– -$231K -565 Closed
SIA
810
Schechter Investment Advisors
Michigan
– -$226K -553 Closed
OAM
811
Oxford Asset Management
United Kingdom
– -$224K -549 Closed
BSW
812
Buckingham Strategic Wealth
Missouri
– -$218K -534 Closed
TAM
813
Tealwood Asset Management
Minnesota
– -$209K -511 Closed
NCM
814
Northside Capital Management
Oregon
– -$209K -510 Closed
SSG
815
Summit Securities Group
New York
– -$207K -506 Closed
RFP
816
Roth Financial Partners
Texas
– -$204K -500 Closed
NRD
817
Nebula Research & Development
New York
– -$204K -498 Closed
KA
818
Kovack Advisors
Florida
– -$203K -497 Closed
HKIMG
819
Hutchens & Kramer Investment Management Group
Indiana
– -$202K -493 Closed
SC
820
Savant Capital
Illinois
– -$200K -490 Closed
MAS
821
Meeder Advisory Services
Ohio
– -$200K -490 Closed
A
822
AlphaQuest
New York
– -$199K -486 Closed
MSWM
823
McGlone Suttner Wealth Management
Wisconsin
– -$193K -472 Closed
KI
824
Kapitalo Investimentos
Brazil
– -$147K -360 Closed
EFMH
825
E Fund Management (HK)
Hong Kong
– -$77K -189 Closed
30 31 32
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