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664 hedge funds and large institutions have $18.1B invested in MongoDB in 2024 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 256 increasing their positions, 217 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 217

13% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 89

7% more capital invested

Capital invested by funds: $17B → $18.1B (+$1.15B)

1% more funds holding

Funds holding: 659664 (+5)

1.92% less ownership

Funds ownership: 92.71%90.79% (-1.9%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

25% less call options, than puts

Call options by funds: $1.58B | Put options by funds: $2.11B

Holders
664
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
9.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
101
Increased
256
Reduced
217
Closed
89
Calls
$1.58B
Puts
$2.11B
Net Calls
-$530M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
301
INTECH Investment Management
Florida
$1.41M +$130K +502 +11%
BCI
302
Brinker Capital Investments
Pennsylvania
$1.38M +$55.9K +215 +4%
OPS
303
Orion Portfolio Solutions
Nebraska
$1.38M +$55.9K +215 +4%
PCM
304
Prelude Capital Management
New York
$1.37M +$1.32M +5,083 New
Schroder Investment Management Group
305
Schroder Investment Management Group
United Kingdom
$1.36M +$28.1K +108 +2%
XWM
306
Xcel Wealth Management
Florida
$1.34M -$6.5K -25 -0.5%
PA
307
Profund Advisors
Maryland
$1.34M -$90.4K -348 -7%
Pacer Advisors
308
Pacer Advisors
Pennsylvania
$1.32M +$122K +468 +11%
AFC
309
AFT Forsyth & Company
Florida
$1.3M -$3.9K -15 -0.3%
AWM
310
AE Wealth Management
Kansas
$1.29M -$194K -748 -14%
AA
311
ALPS Advisors
Colorado
$1.29M -$759K -2,920 -38%
OC
312
Oppenheimer & Co
New York
$1.28M -$22.3K -86 -2%
RIL
313
Rothschild Investment LLC
Illinois
$1.28M +$1.22M +4,687 +11,718%
SWP
314
Stratos Wealth Partners
Ohio
$1.27M +$1.22M +4,693 New
CTFG
315
Capstone Triton Financial Group
Oklahoma
$1.27M -$1.19M -4,583 -49%
WG
316
Winton Group
United Kingdom
$1.26M +$131K +506 +12%
AB
317
Amalgamated Bank
New York
$1.25M +$5.46K +21 +0.5%
Pathstone Holdings
318
Pathstone Holdings
New Jersey
$1.24M -$214K -825 -15%
BAMF
319
BI Asset Management Fondsmaeglerselskab
Denmark
$1.23M +$1.01M +3,903 +617%
CWM
320
Circle Wealth Management
New Jersey
$1.22M +$541K +2,082 +85%
KIA
321
Knollwood Investment Advisory
Maryland
$1.2M
MIM
322
MetLife Investment Management
New Jersey
$1.2M +$18.7K +72 +2%
IC
323
IEQ Capital
California
$1.16M +$8.31K +32 +0.8%
SA
324
Strategic Advocates
Utah
$1.16M +$527K +2,029 +90%
SCM
325
Semanteon Capital Management
Massachusetts
$1.14M +$1.09M +4,203 New

MDB Hedge Fund Activity: Q3 2024 in Review

664 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q3 2024, worth a combined $18.1B — up 6.8% from $17B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MDB positions and 89 closed out — a net gain of 12 holders — while 256 added to existing stakes and 217 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $219M. The largest seller was Capital World Investors, cutting an estimated $114M.

  • 664 institutional investors held MongoDB (MDB) as of Q3 2024, up from 659 in Q2 2024.
  • Funds reported $18.1B of MongoDB stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 101 funds opened new MongoDB positions in Q3 2024 and 89 closed out, a net change of +12 holders.
  • The largest MongoDB buyer in Q3 2024 was Canada Pension Plan Investment Board, an estimated $219M added.
  • The largest MongoDB seller in Q3 2024 was Capital World Investors, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2024.