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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
RA
451
Riverstone Advisors
Texas
$412K +$15.6K +41 +4%
NYLIM
452
New York Life Investment Management
New York
$406K -$38.7K -102 -8%
IWC
453
Integrated Wealth Concepts
Massachusetts
$403K -$49K -129 -10%
AIG
454
American International Group
New York
$395K -$30K -79 -6%
API
455
Advisor Partners II
California
$393K +$152K +400 +54%
SC
456
Sepio Capital
Utah
$386K
BRWA
457
B. Riley Wealth Advisors
Florida
$384K -$203K -536 -33%
WBC
458
Westpac Banking Corp
Australia
$383K -$38K -100 -8%
CPC
459
Cookson Peirce & Co
Pennsylvania
$383K +$69.5K +183 +20%
MOACM
460
Mutual of America Capital Management
New York
$383K
WS
461
Wedbush Securities
California
$377K +$97.6K +257 +31%
CL
462
Choreo LLC
Illinois
$372K +$13.7K +36 +3%
NERM
463
New England Research & Management
Illinois
$372K +$408K +1,075 New
IAS
464
Insigneo Advisory Services
Florida
$370K +$11.4K +30 +3%
DAM
465
Draper Asset Management
New York
$367K +$3.04K +8 +0.8%
CL
466
CSS LLC
Illinois
$363K -$19K -50 -5%
EI
467
Ellevest Inc
New York
$351K -$41.4K -109 -10%
FMAEN1
468
Fund Management at Engine No 1
California
$349K +$36.8K +97 +11%
MC
469
Machina Capital
France
$346K +$380K +1,001 New
CA
470
Crewe Advisors
Utah
$346K
RFM
471
Royal Fund Management
Florida
$346K +$380K +1,000 New
BPA
472
Beacon Pointe Advisors
California
$340K +$28.1K +74 +8%
O
473
Ossiam
France
$337K -$91.5K -241 -20%
BFG
474
Bleakley Financial Group
New Jersey
$337K -$74.8K -197 -17%
SS
475
Simplicity Solutions
Minnesota
$337K -$74.4K -196 -17%

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.