We are live on ! Find out more

666 hedge funds and large institutions have $22.3B invested in MongoDB in 2023 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 254 increasing their positions, 209 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 209

15% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 86

1% more funds holding

Funds holding: 662666 (+4)

0.04% less ownership

Funds ownership: 90.45%90.41% (-0.04%)

15% less capital invested

Capital invested by funds: $26.1B → $22.3B (-$3.81B)

23% less call options, than puts

Call options by funds: $1.75B | Put options by funds: $2.27B

39% less funds holding in top 10

Funds holding in top 10: 2817 (-11)

Holders
666
Holders Change
+4
Holders Change %
+0.6%
% of All Funds
10.57%
Holding in Top 10
17
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-39.29%
% of All Funds
0.27%
New
99
Increased
254
Reduced
209
Closed
86
Calls
$1.75B
Puts
$2.27B
Net Calls
-$515M
Net Calls Change
-$403M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
226
Putnam Investments
Massachusetts
$3.59M -$1.04M -2,746 -21%
Comerica Bank
227
Comerica Bank
Texas
$3.52M +$3.87M +10,185 New
TFCM
228
Taylor Frigon Capital Management
Arizona
$3.5M +$10.3K +27 +0.3%
TAM
229
Telemark Asset Management
Massachusetts
$3.46M -$3.8M -10,000 -50%
Adage Capital Partners
230
Adage Capital Partners
Massachusetts
$3.46M +$3.8M +10,000 New
DKCM
231
Davidson Kempner Capital Management
New York
$3.46M +$3.8M +10,000 New
ACM
232
Alamar Capital Management
California
$3.43M +$322K +847 +9%
GAM
233
Gotham Asset Management
New York
$3.33M -$992K -2,612 -21%
William Blair Investment Management
234
William Blair Investment Management
Illinois
$3.27M -$73.3M -193,207 -95%
X
235
Xponance
Pennsylvania
$3.25M +$71K +187 +2%
RCM
236
Ratan Capital Management
Florida
$3.11M +$3.42M +9,000 New
CM
237
Crestline Management
Texas
$3.09M +$3.4M +8,948 New
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$2.9M -$227K -598 -7%
VF
239
Virtu Financial
New York
$2.87M +$1.93M +5,078 +158%
NAM
240
Nissay Asset Management
Japan
$2.81M +$124K +327 +4%
EAMA
241
EFG Asset Management (Americas)
Florida
$2.79M -$454K -1,195 -13%
Allianz Asset Management
242
Allianz Asset Management
Germany
$2.73M -$208K -547 -6%
SOADOR
243
State of Alaska Department of Revenue
Alaska
$2.65M
JRP
244
Jasper Ridge Partners
California
$2.65M
AB
245
Amalgamated Bank
New York
$2.61M +$129K +340 +5%
ACM
246
Alight Capital Management
New York
$2.59M -$569K -1,500 -17%
Verition Fund Management
247
Verition Fund Management
Connecticut
$2.56M -$959K -2,525 -25%
AP
248
Adero Partners
California
$2.52M +$759 +2 +0%
EAM
249
Eventide Asset Management
Massachusetts
$2.52M +$2.77M +7,291 New
UCFA
250
United Capital Financial Advisors
Texas
$2.52M +$1.41M +3,716 +104%

MDB Hedge Fund Activity: Q3 2023 in Review

666 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q3 2023, worth a combined $22.3B — down 15% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MDB positions and 86 closed out — a net gain of 13 holders — while 254 added to existing stakes and 209 trimmed.

The largest buyer was Jennison Associates, adding an estimated $663M. The largest seller was Wellington Management Group, cutting an estimated $203M.

  • 666 institutional investors held MongoDB (MDB) as of Q3 2023, up from 662 in Q2 2023.
  • Funds reported $22.3B of MongoDB stock for Q3 2023, down 15% quarter-over-quarter.
  • 99 funds opened new MongoDB positions in Q3 2023 and 86 closed out, a net change of +13 holders.
  • The largest MongoDB buyer in Q3 2023 was Jennison Associates, an estimated $663M added.
  • The largest MongoDB seller in Q3 2023 was Wellington Management Group, an estimated $203M sold.

Based on aggregated 13F filings for Q3 2023.