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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
Nordea Investment Management
301
Nordea Investment Management
Sweden
$1.67M +$117K +308 +7%
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$1.66M -$21.6K -57 -1%
Mackenzie Financial
303
Mackenzie Financial
Ontario, Canada
$1.65M +$313K +824 +20%
CIP
304
Chartwell Investment Partners
Pennsylvania
$1.61M +$1.77M +4,658 New
RSC
305
Red Spruce Capital
Pennsylvania
$1.6M -$484K -1,275 -22%
SPA
306
Sherbrooke Park Advisers
New York
$1.58M +$1.13M +2,989 +190%
PFO
307
Pathstone Family Office
New Jersey
$1.56M +$736K +1,938 +77%
FMI
308
F/M Investments
District of Columbia
$1.54M -$154K -405 -8%
VIM
309
Vinva Investment Management
Australia
$1.53M +$885K +2,332 +110%
OC
310
Oppenheimer & Co
New York
$1.53M +$275K +724 +20%
ETCM
311
Evolutionary Tree Capital Management
Virginia
$1.51M +$281K +739 +20%
NIP
312
Nicholas Investment Partners
California
$1.47M
PCM
313
Princeton Capital Management
New Jersey
$1.46M +$73.6K +194 +5%
HCMT
314
Highland Capital Management (Tennessee)
Tennessee
$1.45M -$1.02M -2,681 -39%
EA
315
Emerald Advisers
Pennsylvania
$1.44M -$20.1K -53 -1%
Lazard Asset Management
316
Lazard Asset Management
New York
$1.43M -$1.75M -4,619 -53%
MCM
317
MAI Capital Management
Ohio
$1.41M +$3.42K +9 +0.2%
SVCF
318
Silicon Valley Community Foundation
California
$1.4M -$27K -71 -2%
IC
319
IEQ Capital
California
$1.4M +$57.3K +151 +4%
MIM
320
MetLife Investment Management
New Jersey
$1.4M +$759 +2 +0%
Wealthfront Advisers
321
Wealthfront Advisers
California
$1.38M +$179K +472 +13%
LIP
322
Liontrust Investment Partners
United Kingdom
$1.38M +$1.52M +4,000 New
GC
323
Guggenheim Capital
Illinois
$1.37M +$541K +1,424 +56%
US Bancorp
324
US Bancorp
Minnesota
$1.32M +$275K +725 +23%
Schroder Investment Management Group
325
Schroder Investment Management Group
United Kingdom
$1.3M -$133K -350 -8%

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.