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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
HWM
526
HB Wealth Management
Georgia
$221K +$22.8K +60 +10%
KI
527
Keystone Investors
Singapore
$216K +$237K +625 New
CMI
528
Clare Market Investments
Texas
$216K +$237K +624 New
HFM
529
Harvest Fund Management
China
$212K -$34.2K -90 -13%
EWA
530
EP Wealth Advisors
California
$211K -$9.6M -25,299 -98%
FDCDDQ
531
Federation des caisses Desjardins du Quebec
Quebec, Canada
$208K -$99.1K -261 -30%
SFA
532
Sequoia Financial Advisors
Ohio
$207K +$1.9K +5 +0.8%
PFS
533
Prospera Financial Services
Texas
$203K -$23.2K -61 -9%
FIA
534
Foundations Investment Advisors
Arizona
$203K +$223K +587 New
WB
535
WesBanco Bank
West Virginia
$202K +$222K +584 New
VNA
536
Valley National Advisers
Pennsylvania
$195K +$759 +2 +0.4%
Fifth Third Bancorp
537
Fifth Third Bancorp
Ohio
$181K -$5.32K -14 -3%
BWP
538
Baldwin Wealth Partners
Massachusetts
$178K
AF
539
Allworth Financial
California
$174K +$2.66K +7 +1%
SSG
540
Summit Securities Group
New York
$173K +$190K +500 New
SPM
541
Symmetry Peak Management
Pennsylvania
$173K -$1.55M -4,077 -89%
UM
542
UniSuper Management
Australia
$173K
TC
543
Truvestments Capital
Florida
$170K
PIA
544
Perennial Investment Advisors
California
$169K
NFSG
545
Newbridge Financial Services Group
Florida
$159K -$17.8K -47 -9%
FFA
546
Farther Finance Advisors
California
$156K +$23.2K +61 +16%
DGAM
547
Desjardins Global Asset Management
Quebec, Canada
$155K +$170K +448 New
QC
548
Quent Capital
New York
$154K +$6.07K +16 +4%
NA
549
NewEdge Advisors
Louisiana
$153K +$34.5K +91 +26%
Northwestern Mutual Wealth Management
550
Northwestern Mutual Wealth Management
Wisconsin
$151K +$22K +58 +15%

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.