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MongoDB

737 hedge funds and large institutions have $23.5B invested in MongoDB in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 302 increasing their positions, 233 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 233

1% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 106

0.73% less ownership

Funds ownership: 90.93%90.2% (-0.73%)

1% less funds holding

Funds holding: 746737 (-9)

12% less capital invested

Capital invested by funds: $26.8B → $23.5B (-$3.29B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

53% less call options, than puts

Call options by funds: $1.18B | Put options by funds: $2.51B

Holders
737
Holders Change
-9
Holders Change %
-1.21%
% of All Funds
10.62%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.13%
New
107
Increased
302
Reduced
233
Closed
106
Calls
$1.18B
Puts
$2.51B
Net Calls
-$1.33B
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
826
Kovack Advisors
Florida
-$203K -497 Closed
HKIMG
827
Hutchens & Kramer Investment Management Group
Indiana
-$202K -493 Closed
MAS
828
Meeder Advisory Services
Ohio
-$200K -490 Closed
SC
829
Savant Capital
Illinois
-$200K -490 Closed
A
830
AlphaQuest
New York
-$199K -486 Closed
MSWM
831
McGlone Suttner Wealth Management
Wisconsin
-$193K -472 Closed
KI
832
Kapitalo Investimentos
Brazil
-$147K -360 Closed
EFMH
833
E Fund Management (HK)
Hong Kong
-$77K -189 Closed
RAM
834
Readystate Asset Management
Illinois
-$47K -115 Closed
HCM
835
Hollencrest Capital Management
California
-$20.4K -50 Closed
RIM
836
Rockbridge Investment Management
New York
-$16.4K -40 Closed
GWS
837
Glassman Wealth Services
Virginia
-$11K -27 Closed
Loomis, Sayles & Company
838
Loomis, Sayles & Company
Massachusetts
-$10K -24 Closed
TCWA
839
Turtle Creek Wealth Advisors
Texas
-$4.91K -12 Closed
AWM
840
Able Wealth Management
New Jersey
-$4.5K -11 Closed
FFO
841
Fortitude Family Office
Arizona
-$4.09K -10 Closed
CIA
842
Cape Investment Advisory
Georgia
-$2.86K -7 Closed
AFG
843
Albion Financial Group
Utah
-$1.64K -4 Closed
BGAI
844
Bruce G. Allen Investments
Colorado
-$409 -1 Closed

MDB Hedge Fund Activity: Q1 2024 in Review

737 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2024, worth a combined $23.5B — down 12% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new MDB positions and 106 closed out — a net gain of 1 holder — while 302 added to existing stakes and 233 trimmed.

The largest buyer was Jennison Associates, adding an estimated $225M. The largest seller was Morgan Stanley, cutting an estimated $564M.

  • 737 institutional investors held MongoDB (MDB) as of Q1 2024, down from 746 in Q4 2023.
  • Funds reported $23.5B of MongoDB stock for Q1 2024, down 12% quarter-over-quarter.
  • 107 funds opened new MongoDB positions in Q1 2024 and 106 closed out, a net change of +1 holder.
  • The largest MongoDB buyer in Q1 2024 was Jennison Associates, an estimated $225M added.
  • The largest MongoDB seller in Q1 2024 was Morgan Stanley, an estimated $564M sold.

Based on aggregated 13F filings for Q1 2024.