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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
WAM
501
Weiss Asset Management
Massachusetts
$217K +$209K +804 New
AC
502
AWM Capital
Arizona
$217K -$260 -1 -0.1%
NL
503
NWAM LLC
Washington
$211K +$203K +781 New
CCM
504
Coldstream Capital Management
Washington
$209K +$196K +755 New
SFI
505
Siemens Fonds Invest
Germany
$205K +$197K +759 New
PWLP
506
Prio Wealth Limited Partnership
Massachusetts
$203K +$195K +750 New
QL
507
Quarry LP
New York
$197K +$154K +594 +443%
FP
508
Financial Perspectives
Minnesota
$188K
QC
509
Quent Capital
New York
$184K -$68.1K -262 -28%
O
510
Ossiam
France
$184K -$43.9K -169 -20%
T
511
Tidemark
California
$184K +$149K +575 +542%
EDRH
512
Edmond de Rothschild Holding
Switzerland
$172K
VWM
513
Venturi Wealth Management
Texas
$169K -$160K -616 -50%
ECM
514
EMC Capital Management
Texas
$167K +$1.11M +4,291 +119%
Fifth Third Bancorp
515
Fifth Third Bancorp
Ohio
$164K -$3.12K -12 -2%
Jones Financial Companies
516
Jones Financial Companies
Missouri
$164K -$9.61K -37 -6%
N
517
Natixis
France
$162K -$113K -436 -42%
AF
518
Allworth Financial
California
$154K +$5.46K +21 +4%
LS
519
Livforsakringsbolaget Skandia
Sweden
$151K +$104K +400 +253%
SAM
520
Shell Asset Management
Netherlands
$148K +$142K +546 New
TCG
521
Transcendent Capital Group
Oklahoma
$144K
PS
522
Principal Securities
Iowa
$140K +$1.04K +4 +0.8%
WTG
523
West Tower Group
Virginia
$135K +$130K +500 New
ITFISA
524
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$128K +$79.5K +306 +182%
GM
525
GeoWealth Management
Illinois
$126K +$121K +466 New

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.