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
CIC
376
Carnegie Investment Counsel
Ohio
$742K +$21.6K +57 +3%
CB
377
Commerce Bank
Missouri
$741K -$372K -980 -31%
PVI
378
Pine Valley Investments
New Jersey
$740K
Brown Advisory
379
Brown Advisory
Maryland
$735K +$8.35K +22 +1%
Cetera Investment Advisers
380
Cetera Investment Advisers
Illinois
$734K -$1.57M -4,138 -66%
M1FG
381
Mach-1 Financial Group
Arkansas
$729K -$11.4K -30 -1%
ESCM
382
Echo Street Capital Management
New York
$727K +$798K +2,103 New
QI
383
Qtron Investments
Massachusetts
$702K -$147K -388 -16%
MUMSS
384
Mitsubishi UFJ Morgan Stanley Securities
Japan
$702K +$771K +2,030 New
CG
385
Cutler Group
California
$696K +$146K +385 +24%
CC
386
Corton Capital
Ontario, Canada
$696K -$44.4K -117 -5%
EP
387
Edgestream Partners
New Jersey
$695K +$763K +2,010 New
EFM
388
E Fund Management
China
$693K -$96.4K -254 -11%
SA
389
Strategic Advocates
Utah
$690K +$757K +1,994 New
FIM
390
Freedom Investment Management
Connecticut
$681K +$428K +1,128 +134%
MGP
391
Metis Global Partners
California
$674K +$50.5K +133 +7%
ClearBridge Investments
392
ClearBridge Investments
New York
$674K +$31.1K +82 +4%
NL
393
NVWM LLC
Pennsylvania
$674K +$739K +1,948 New
OR
394
Olympiad Research
Connecticut
$671K +$270K +712 +58%
PCM
395
Prelude Capital Management
New York
$671K +$276K +727 +60%
VFA
396
Values First Advisors
Tennessee
$671K -$456K -1,202 -38%
WF
397
WoodTrust Financial
Wisconsin
$666K
S
398
ShariaPortfolio
Florida
$665K +$730K +1,922 New
TMAM
399
Tokio Marine Asset Management
Japan
$658K +$63.8K +168 +10%
Envestnet Portfolio Solutions
400
Envestnet Portfolio Solutions
Illinois
$651K +$714K +1,881 New

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.