We are live on ! Find out more
MDB icon

MongoDB

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
Goldman Sachs
26
Goldman Sachs
New York
$140M -$23.7M -62,487 -13%
Legal & General Group
27
Legal & General Group
United Kingdom
$132M -$3.28M -8,638 -2%
Renaissance Technologies
28
Renaissance Technologies
New York
$132M +$90.3M +237,791 +167%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$122M +$7.82M +20,590 +6%
First Trust Advisors
30
First Trust Advisors
Illinois
$119M -$11.9M -31,406 -8%
Squarepoint
31
Squarepoint
New York
$119M +$129M +341,030 +19,758%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$116M +$48M +126,533 +60%
Citadel Advisors
33
Citadel Advisors
Florida
$116M -$5.34M -14,062 -4%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$114M +$125M +329,675 New
Ameriprise
35
Ameriprise
Minnesota
$113M -$14.7M -38,803 -11%
UBS AM
36
UBS AM
Illinois
$109M -$40.4M -106,337 -25%
Two Sigma Investments
37
Two Sigma Investments
New York
$105M +$73.1M +192,563 +175%
Holocene Advisors
38
Holocene Advisors
New York
$99.7M +$13.9M +36,613 +15%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$95.2M -$50.3M -132,590 -33%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$93.9M -$26.4M -69,453 -20%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$90.5M +$3.05M +8,045 +3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$86.7M -$96K -253 -0.1%
William Blair & Company
43
William Blair & Company
Illinois
$86.5M -$3.94M -10,391 -4%
PCH
44
Polar Capital Holdings
United Kingdom
$85.9M +$14.7M +38,747 +18%
AllianceBernstein
45
AllianceBernstein
Tennessee
$82.2M -$10.1M -26,627 -10%
Charles Schwab
46
Charles Schwab
California
$82.2M +$864K +2,277 +1%
Kayne Anderson Rudnick Investment Management
47
Kayne Anderson Rudnick Investment Management
California
$81.5M -$2.17M -5,725 -2%
GCM
48
Gladstone Capital Management
United Kingdom
$81.4M +$10.1M +26,627 +13%
Swiss National Bank
49
Swiss National Bank
Switzerland
$78.5M -$9.79M -25,800 -10%
Fiera Capital (Canada)
50
Fiera Capital (Canada)
Quebec, Canada
$77M +$1.87M +4,936 +2%

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.