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
IAA
426
Independent Advisor Alliance
North Carolina
$501K +$4.18K +11 +0.8%
VI
427
Vestcor Inc
New Brunswick, Canada
$501K -$58.1K -153 -10%
OQS
428
Occudo Quantitative Strategies
Florida
$500K -$2.65M -6,983 -83%
CC
429
Cipher Capital
New York
$499K +$64.2K +169 +13%
TWC
430
TD Waterhouse Canada
Ontario, Canada
$499K -$11.4K -30 -2%
SW
431
SVB Wealth
Massachusetts
$496K +$5.32K +14 +1%
KAS
432
Kestra Advisory Services
Texas
$496K -$96K -253 -15%
Point72 Asset Management
433
Point72 Asset Management
Connecticut
$492K +$540K +1,422 New
LA
434
LBP AM
France
$488K
KCM
435
Kornitzer Capital Management
Kansas
$484K
CM
436
Capula Management
Cayman Islands
$484K +$531K +1,400 New
BCV
437
Banque Cantonale Vaudoise
Switzerland
$476K +$49K +129 +10%
PC
438
Pier Capital
Connecticut
$469K +$140K +368 +37%
SAM
439
Shell Asset Management
Netherlands
$467K -$11.4K -30 -2%
VA
440
Vident Advisory
Georgia
$453K +$498K +1,311 New
BAMF
441
BI Asset Management Fondsmaeglerselskab
Denmark
$450K -$98.7K -260 -17%
PA
442
Parallel Advisors
California
$444K +$1.9K +5 +0.4%
LNWWM
443
Laird Norton Wetherby Wealth Management
California
$440K -$9.87K -26 -2%
MFAM
444
Motley Fool Asset Management
Virginia
$438K -$8.35K -22 -2%
LSA
445
Leonteq Securities AG
Switzerland
$433K +$18.2K +48 +4%
WI
446
Wintrust Investments
Illinois
$426K +$194K +510 +71%
DIM
447
DC Investments Management
Virginia
$425K
JCM
448
Jag Capital Management
Missouri
$424K +$466K +1,227 New
FB
449
Fulton Bank
Pennsylvania
$418K +$9.49K +25 +2%
CAS
450
CTC Alternative Strategies
Illinois
$415K +$456K +1,200 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.