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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
AIM
351
Aigen Investment Management
New York
$948K -$1.82M -4,796 -64%
PAM
352
Panagora Asset Management
Massachusetts
$944K
BBHC
353
Brown Brothers Harriman & Co
New York
$939K
PL
354
Perpetual Ltd
Australia
$934K -$1.33M -3,500 -56%
Calamos Advisors
355
Calamos Advisors
Illinois
$927K
DJYG
356
David J. Yvars Group
Florida
$923K +$680K +1,790 +204%
Bank Julius Baer & Co
357
Bank Julius Baer & Co
Switzerland
$915K -$104K -275 -9%
WWM
358
Western Wealth Management
Colorado
$906K +$613K +1,615 +161%
BAM
359
Blueshift Asset Management
New Jersey
$902K +$990K +2,609 New
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$896K +$74.4K +196 +8%
VWM
361
Venturi Wealth Management
Texas
$893K +$10.3K +27 +1%
SEC
362
Seven Eight Capital
New York
$868K +$953K +2,510 New
SRC
363
Samson Rock Capital
United Kingdom
$863K +$947K +2,495 New
TCM
364
Tybourne Capital Management
Hong Kong
$862K -$32.4M -85,395 -97%
PNC Financial Services Group
365
PNC Financial Services Group
Pennsylvania
$856K +$63K +166 +7%
ECM
366
EMC Capital Management
Texas
$839K -$3.16M -8,327 -78%
Corient Private Wealth
367
Corient Private Wealth
Florida
$838K +$51.6K +136 +6%
LIA
368
LBMC Investment Advisors
Tennessee
$829K
CIBC Asset Management
369
CIBC Asset Management
Ontario, Canada
$816K +$20.1K +53 +2%
NIMI
370
Natixis Investment Managers International
France
$801K +$879K +2,315 New
CF
371
Centaurus Financial
California
$795K
ADIM
372
Alpha DNA Investment Management
Maryland
$789K -$173K -457 -17%
Assenagon Asset Management
373
Assenagon Asset Management
Luxembourg
$780K +$5.69K +15 +0.7%
VA
374
Valmark Advisers
Ohio
$758K -$10.3K -27 -1%
CAN
375
Cetera Advisor Networks
California
$754K +$228K +601 +38%

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.