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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
BGA
401
Battery Global Advisors
Massachusetts
$565K
CB
402
Commerce Bank
Missouri
$554K -$3.9K -15 -0.7%
VA
403
Valmark Advisers
Ohio
$553K -$4.94K -19 -0.9%
Credit Agricole
404
Credit Agricole
France
$527K -$511K -1,968 -50%
BP
405
BNP Paribas
France
$527K +$507K +1,950 New
FRA
406
Frank Rimerman Advisors
California
$513K -$129K -498 -21%
OQS
407
Occudo Quantitative Strategies
Florida
$512K +$492K +1,895 New
FTDI
408
First Trust Direct Indexing
Massachusetts
$510K +$67.8K +261 +16%
PAM
409
Panagora Asset Management
Massachusetts
$500K
JIC
410
Joel Isaacson & Co
New York
$496K
QCM
411
Qsemble Capital Management
New York
$496K -$86.2K -332 -15%
KAS
412
Kestra Advisory Services
Texas
$495K -$72.2K -278 -13%
S
413
SignatureFD
Georgia
$474K +$47.5K +183 +12%
MIC
414
Meridian Investment Counsel
California
$471K
MNBTD
415
Moody National Bank Trust Division
Texas
$471K +$48.8K +188 +12%
IP
416
Intellectus Partners
California
$468K +$52K +200 +13%
BP
417
Ballentine Partners
Massachusetts
$467K +$449K +1,729 New
CIC
418
Carnegie Investment Counsel
Ohio
$464K -$214K -822 -32%
MIC
419
Maxi Investments CY
Cyprus
$462K -$1.99M -7,656 -82%
HPC
420
HM Payson & Co
Maine
$460K +$7.53K +29 +2%
UM
421
UniSuper Management
Australia
$460K
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$455K +$40.3K +155 +11%
IFG
423
Independent Financial Group
California
$452K -$670K -2,579 -61%
QCM
424
QRG Capital Management
Illinois
$450K -$33.3K -128 -7%
BAMCO Inc
425
BAMCO Inc
New York
$449K +$1.3K +5 +0.3%

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.