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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
AR
501
Advisory Research
Illinois
$258K
CT
502
Chicago Trust
Illinois
$258K
AIM
503
Achmea Investment Management
Netherlands
$256K -$52K -137 -16%
QCM
504
Qsemble Capital Management
New York
$252K +$277K +729 New
AWM
505
Accurate Wealth Management
Florida
$251K +$261K +687 New
CI
506
Cigna Investments
Connecticut
$247K
AP
507
Appleton Partners
Massachusetts
$246K
BC
508
Bridgefront Capital
Texas
$244K -$28.9K -76 -10%
ATPW
509
Ashton Thomas Private Wealth
Arizona
$242K -$28.5K -75 -10%
HG
510
Herbst Group
Connecticut
$242K
FP
511
Financial Perspectives
Minnesota
$241K
EFG
512
Everhart Financial Group
Ohio
$240K -$7.59K -20 -3%
AAS
513
Avantax Advisory Services
Texas
$239K -$89.2K -235 -25%
AP
514
AtonRa Partners
Switzerland
$237K +$260K +686 New
MLM
515
Mount Lucas Management
Pennsylvania
$237K -$33.8K -89 -11%
AFAS
516
Acorn Financial Advisory Services
Virginia
$235K
BHCM
517
Brevan Howard Capital Management
Jersey
$235K +$258K +679 New
MFA
518
Mayflower Financial Advisors
Massachusetts
$230K -$2.66K -7 -1%
AT
519
American Trust
Kentucky
$230K -$69.8K -184 -22%
JFG
520
Jefferies Financial Group
New York
$229K -$2.88M -7,587 -92%
TA
521
TFB Advisors
Kansas
$228K +$251K +660 New
PCIA
522
Prime Capital Investment Advisors
Kansas
$227K +$3.04K +8 +1%
CA
523
Cetera Advisors
Colorado
$226K +$44.4K +117 +22%
WA
524
Wealth Alliance
New York
$223K -$9.11K -24 -4%
CWM
525
Cornerstone Wealth Management
Missouri
$222K -$24.3K -64 -9%

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.