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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
PAG
326
Private Advisor Group
New Jersey
$1.29M +$381K +1,003 +37%
AFC
327
AFT Forsyth & Company
Florida
$1.24M +$103K +271 +8%
BBVA
328
Banco Bilbao Vizcaya Argentaria
Spain
$1.2M +$143K +376 +12%
RJFSA
329
Raymond James Financial Services Advisors
Florida
$1.18M -$53.1K -140 -4%
ETC
330
Exchange Traded Concepts
Oklahoma
$1.17M +$547K +1,441 +75%
BFEC
331
Benjamin F. Edwards & Company
Missouri
$1.17M -$36.4K -96 -3%
DT
332
Diversified Trust
Tennessee
$1.15M +$1.14K +3 +0.1%
TRCT
333
Tower Research Capital (TRC)
New York
$1.14M +$86.2K +227 +7%
EOJOAM
334
E. Ohman J:or Asset Management
Sweden
$1.14M
AG
335
AIA Group
Hong Kong
$1.14M +$1.25M +3,300 New
Nisa Investment Advisors
336
Nisa Investment Advisors
Missouri
$1.12M -$34.2K -90 -3%
Vontobel Holding
337
Vontobel Holding
Switzerland
$1.12M +$88.1K +232 +8%
CCIA
338
Cherry Creek Investment Advisors
Colorado
$1.1M -$11.4K -30 -0.9%
AWM
339
AE Wealth Management
Kansas
$1.1M +$7.97K +21 +0.7%
LSA
340
L & S Advisors
California
$1.09M +$51.6K +136 +5%
BS
341
Banco Santander
Spain
$1.08M
HCA
342
Harbor Capital Advisors
Illinois
$1.06M -$512K -1,350 -31%
TI
343
Tidal Investments
Wisconsin
$1.04M +$107K +281 +10%
TFCP
344
Twin Focus Capital Partners
Massachusetts
$1.04M -$5.32K -14 -0.5%
BMSSC
345
B. Metzler seel. Sohn & Co
Germany
$1.03M +$538K +1,418 +90%
YC
346
Yarbrough Capital
Tennessee
$1.03M
SW
347
SteelPeak Wealth
California
$1.01M +$1.11M +2,916 New
CAM
348
Cresset Asset Management
Illinois
$1.01M +$82.4K +217 +8%
SRAM
349
Spouting Rock Asset Management
Pennsylvania
$996K -$190K -500 -15%
PWM
350
Perigon Wealth Management
California
$967K +$49.7K +131 +5%

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.