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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
HVCM
251
Hel Ved Capital Management
Hong Kong
$2.52M +$1.93M +5,085 +231%
IIM
252
INTECH Investment Management
Florida
$2.48M +$1.25M +3,282 +84%
MML Investors Services
253
MML Investors Services
Massachusetts
$2.46M +$462K +1,218 +21%
VPIM
254
Vanguard Personalized Indexing Management
California
$2.46M +$181K +476 +7%
BCM
255
Bridgeway Capital Management
Texas
$2.46M +$2.7M +7,100 New
Jacobs Levy Equity Management
256
Jacobs Levy Equity Management
New Jersey
$2.45M +$2.69M +7,093 New
Mariner
257
Mariner
Kansas
$2.44M +$248K +653 +10%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$2.37M +$520K +1,370 +25%
Prudential Financial
259
Prudential Financial
New Jersey
$2.31M -$24.1M -63,578 -90%
BF
260
BOK Financial
Oklahoma
$2.22M +$2.13M +5,614 +676%
BCIM
261
British Columbia Investment Management
British Columbia, Canada
$2.22M +$37.6K +99 +2%
GIBU
262
Gulf International Bank (UK)
United Kingdom
$2.19M -$285K -751 -11%
DACS
263
Dymon Asia Capital (Singapore)
Singapore
$2.17M +$969K +2,553 +69%
ASN
264
Advisory Services Network
Georgia
$2.16M +$14.4K +38 +0.6%
BCI
265
Brinker Capital Investments
Pennsylvania
$2.16M +$7.21K +19 +0.3%
OPS
266
Orion Portfolio Solutions
Nebraska
$2.16M +$7.21K +19 +0.3%
JAMONY
267
Jacob Asset Management of New York
California
$2.16M -$109K -288 -4%
SIG
268
Stonegate Investment Group
Alabama
$2.08M
Baillie Gifford & Co
269
Baillie Gifford & Co
United Kingdom
$2.06M
M&T Bank
270
M&T Bank
New York
$2.03M -$63.4K -167 -3%
KC
271
Kadensa Capital
Hong Kong
$2M +$2.2M +5,797 New
NG
272
NWK Group
California
$2M +$2.19M +5,782 New
Daiwa Securities Group
273
Daiwa Securities Group
Japan
$1.98M +$35.3K +93 +2%
CM
274
Caption Management
Oklahoma
$1.97M +$2.16M +5,700 New
BCM
275
Bayesian Capital Management
New York
$1.95M -$3.61M -9,500 -63%

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.