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
DILIC
276
Dai-ichi Life Insurance Company
Japan
$1.93M +$380K +1,000 +22%
EAM
277
Eagle Asset Management
Florida
$1.92M -$82K -216 -4%
BJL
278
Brighton Jones LLC
Washington
$1.9M -$50.5K -133 -2%
Teacher Retirement System of Texas
279
Teacher Retirement System of Texas
Texas
$1.89M +$65.7K +173 +3%
QCM
280
Quantinno Capital Management
New York
$1.88M +$144K +380 +8%
SMDAM
281
Sumitomo Mitsui DS Asset Management
Japan
$1.88M -$8.35K -22 -0.4%
HF
282
HRT Financial
New York
$1.86M +$1.24M +3,266 +154%
DA
283
Duality Advisers
Florida
$1.86M +$63K +166 +3%
SWS
284
SYSTM Wealth Solutions
Illinois
$1.85M +$98.7K +260 +5%
EI
285
Ethic Inc
New York
$1.85M +$336K +884 +20%
OAM
286
Oppenheimer Asset Management
New York
$1.85M +$701K +1,846 +53%
XWM
287
Xcel Wealth Management
Florida
$1.8M -$301K -794 -13%
GITFIT
288
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.78M +$285K +750 +21%
Creative Planning
289
Creative Planning
Kansas
$1.78M +$43.3K +114 +2%
AA
290
ALPS Advisors
Colorado
$1.77M -$132K -348 -6%
CCM
291
CloudAlpha Capital Management
Hong Kong
$1.76M +$1.56M +4,100 +410%
PRC
292
Pearl River Capital
Michigan
$1.75M -$212K -559 -10%
MSRPS
293
Maryland State Retirement & Pension System
Maryland
$1.73M
FCM
294
Firsthand Capital Management
California
$1.73M
IP
295
Interval Partners
New York
$1.73M
American Century Companies
296
American Century Companies
Missouri
$1.72M +$1.01M +2,660 +115%
SGI
297
Summit Global Investments
Utah
$1.72M +$1.14K +3 +0.1%
Cerity Partners
298
Cerity Partners
New York
$1.69M +$484K +1,275 +35%
HIS
299
Harvest Investment Services
Illinois
$1.68M +$1.84M +4,849 New
Tudor Investment Corp
300
Tudor Investment Corp
Connecticut
$1.67M -$7.57M -19,932 -80%

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.