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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
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$346K -$34.6K -133 -9%
CPC
452
Congress Park Capital
New York
$345K
CCIA
453
Cherry Creek Investment Advisors
Colorado
$338K +$18.2K +70 +6%
EAM
454
Evanson Asset Management
California
$334K -$39K -150 -11%
TRCT
455
Tower Research Capital (TRC)
New York
$334K -$1.64M -6,302 -84%
DIM
456
DC Investments Management
Virginia
$332K
FIM
457
Freedom Investment Management
Connecticut
$332K +$58.2K +224 +22%
VFA
458
Values First Advisors
Tennessee
$328K -$1.04K -4 -0.3%
FB
459
Fulton Bank
Pennsylvania
$324K +$16.6K +64 +6%
Lido Advisors
460
Lido Advisors
California
$322K +$5.97K +23 +2%
PCIA
461
Prime Capital Investment Advisors
Kansas
$322K +$15.3K +59 +5%
JF
462
Jump Financial
Illinois
$319K -$727K -2,799 -70%
IWC
463
Integrated Wealth Concepts
Massachusetts
$318K -$72.7K -280 -19%
SFA
464
Sequoia Financial Advisors
Ohio
$302K +$290K +1,117 New
EI
465
Ellevest Inc
New York
$302K +$72K +277 +33%
NW
466
NewEdge Wealth
Pennsylvania
$295K +$284K +1,093 New
Nisa Investment Advisors
467
Nisa Investment Advisors
Missouri
$295K +$10.4K +40 +4%
HH
468
Hilltop Holdings
Texas
$292K +$280K +1,079 New
IA
469
IFP Advisors
Florida
$286K -$10.9K -42 -4%
SI
470
Stephens Inc
Arkansas
$286K -$3.64K -14 -1%
SM
471
STF Management
Texas
$285K -$27.5K -106 -9%
SIM
472
Sentry Investment Management
Wisconsin
$280K
SPIA
473
Steward Partners Investment Advisory
New York
$280K +$15.8K +61 +6%
BHCM
474
Brevan Howard Capital Management
Jersey
$280K +$269K +1,034 New
AAS
475
Avantax Advisory Services
Texas
$274K +$32.2K +124 +14%

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.