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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
JIC
401
Joel Isaacson & Co
New York
$634K -$163K -430 -19%
BAMCO Inc
402
BAMCO Inc
New York
$632K -$224K -590 -24%
KeyBank National Association
403
KeyBank National Association
Ohio
$630K -$80.1K -211 -10%
AC
404
Avestar Capital
New York
$627K -$1.14K -3 -0.2%
SO
405
STRS Ohio
Ohio
$626K +$688K +1,812 New
AIMCA
406
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$623K
PAS
407
Park Avenue Securities
New York
$622K +$683K +1,798 New
TSWM
408
Tyler-Stone Wealth Management
Ohio
$619K
GCC
409
Guardian Capital (Canada)
Ontario, Canada
$611K -$13.3K -35 -2%
JSC
410
Jackson Square Capital
California
$605K
MIC
411
Meridian Investment Counsel
California
$602K +$661K +1,742 New
GA
412
GraniteShares Advisors
New York
$595K +$653K +1,719 New
HPC
413
HM Payson & Co
Maine
$579K
Janney Montgomery Scott
414
Janney Montgomery Scott
Pennsylvania
$576K -$70.2K -185 -10%
MNBTD
415
Moody National Bank Trust Division
Texas
$568K +$112K +295 +22%
WFC
416
Western Financial Corp
California
$567K +$622K +1,639 New
S
417
SignatureFD
Georgia
$556K +$21.3K +56 +4%
SFG
418
Synergy Financial Group
California
$540K +$8.73K +23 +1%
IFG
419
Independent Financial Group
California
$539K -$979K -2,579 -62%
FTDI
420
First Trust Direct Indexing
Massachusetts
$528K +$15.9K +42 +3%
KA
421
Kovack Advisors
Florida
$525K -$75.9K -200 -12%
IA
422
IFP Advisors
Florida
$517K +$148K +389 +35%
FRM
423
Fox Run Management
Connecticut
$512K +$561K +1,479 New
GCM
424
Graham Capital Management
Connecticut
$504K -$167K -441 -23%
OAM
425
Ostrum Asset Management
France
$503K +$257K +677 +87%

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.