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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
CGL
476
Clarius Group LLC
Washington
$336K
SI
477
Stephens Inc
Arkansas
$330K +$51.2K +135 +16%
TCM
478
Teza Capital Management
Illinois
$325K +$357K +941 New
NRD
479
Nebula Research & Development
New York
$325K +$356K +939 New
DBRC
480
D.B. Root & Company
Pennsylvania
$320K
WP
481
Waycross Partners
Kentucky
$320K -$304K -800 -46%
SGA
482
Seaport Global Advisors
Massachusetts
$316K +$81.2K +214 +31%
MOS
483
MGO One Seven
Ohio
$316K +$347K +915 New
TWM
484
Tanager Wealth Management
United Kingdom
$316K +$347K +914 New
OSAM
485
O'Shaughnessy Asset Management
Connecticut
$310K +$341K +897 New
DTL
486
Dynamic Technology Lab
Singapore
$299K +$328K +865 New
SCP
487
Sender Company & Partners
New York
$297K +$326K +860 New
AGA
488
Arkos Global Advisors
Texas
$294K +$11.4K +30 +4%
HPIA
489
Hamilton Point Investment Advisors
North Carolina
$292K
WC
490
Westwind Capital
New Mexico
$288K +$36.8K +97 +13%
RJT
491
Raymond James Trust
Florida
$281K +$65.7K +173 +27%
AC
492
AWM Capital
Arizona
$279K +$2.28K +6 +0.8%
AWS
493
Atria Wealth Solutions
New York
$275K -$13.3K -35 -4%
FA
494
FDx Advisors
Illinois
$274K +$36.8K +97 +14%
MYAM
495
Meiji Yasuda Asset Management
Japan
$273K +$45.6K +120 +18%
MYLI
496
Meiji Yasuda Life Insurance
Japan
$270K -$26.6K -70 -8%
I
497
InceptionR
California
$269K +$296K +779 New
YCM
498
Yousif Capital Management
Michigan
$264K +$13.3K +35 +5%
PWLP
499
Prio Wealth Limited Partnership
Massachusetts
$259K
OTL
500
Oak Thistle LLC
New York
$259K +$284K +748 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.