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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
IWA
526
Icon Wealth Advisors
Texas
$109K +$105K +404 New
CA
527
Clearstead Advisors
Ohio
$109K +$7.53K +29 +8%
CC
528
Centiva Capital
New York
$107K +$103K +396 New
NIMI
529
Natixis Investment Managers International
France
$104K
LWCFA
530
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100K
FCM
531
Fourpath Capital Management
Oklahoma
$99.8K +$95.9K +369 New
AAM
532
Advisors Asset Management
Colorado
$97.3K +$520 +2 +0.6%
Bessemer Group
533
Bessemer Group
New Jersey
$97K -$1.56K -6 -2%
QCG
534
Quadrant Capital Group
Ohio
$96.5K -$4.68K -18 -5%
C
535
Covestor
United Kingdom
$91K +$21.3K +82 +32%
RS
536
Rakuten Securities
Japan
$89.8K +$12.2K +47 +16%
PWA
537
Provenance Wealth Advisors
Florida
$87.6K
TC
538
Truvestments Capital
Florida
$83K +$79.8K +307 New
LWANC
539
Laurel Wealth Advisors (North Carolina)
North Carolina
$81.9K
MAM
540
Morse Asset Management
Connecticut
$81.1K +$77.9K +300 New
LC
541
Lindbrook Capital
California
$74.9K +$10.1K +39 +16%
FHA
542
First Horizon Advisors
Tennessee
$68.7K +$2.08K +8 +3%
MCM
543
Manchester Capital Management
Vermont
$66K +$23.4K +90 +58%
SAM
544
Smartleaf Asset Management
Massachusetts
$63.6K +$38.2K +147 +165%
JSAM
545
J. Safra Asset Management
New York
$60.6K +$23.9K +92 +69%
HI
546
Horizon Investments
North Carolina
$58.4K +$260 +1 +0.5%
WBC
547
Westpac Banking Corp
Australia
$56.8K
HNB
548
Huntington National Bank
Ohio
$56.5K -$1.56K -6 -3%
AA
549
Alta Advisers
United Kingdom
$54.1K
SSG
550
Summit Securities Group
New York
$54K +$49.4K +190 +1,900%

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.