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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
ITFISA
551
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$150K +$153K +404 +1,347%
SWM
552
Spire Wealth Management
Virginia
$136K +$1.14K +3 +0.8%
QCG
553
Quadrant Capital Group
Ohio
$135K
LWCFA
554
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$125K
Bessemer Group
555
Bessemer Group
New Jersey
$124K -$52K -137 -28%
PCM
556
Penserra Capital Management
California
$123K -$1.11M -2,913 -89%
EMFAT
557
Emerald Mutual Fund Advisers Trust
Pennsylvania
$122K
LWANC
558
Laurel Wealth Advisors (North Carolina)
North Carolina
$105K
GWM
559
Geneos Wealth Management
Colorado
$96.1K -$4.93K -13 -4%
AAM
560
Advisors Asset Management
Colorado
$89.9K +$5.69K +15 +6%
PAI
561
Pittenger & Anderson Inc
Nebraska
$87.5K -$19K -50 -17%
FWM
562
Focused Wealth Management
New York
$86.5K
Pacer Advisors
563
Pacer Advisors
Pennsylvania
$83.7K +$38.7K +102 +73%
FHA
564
First Horizon Advisors
Tennessee
$78.9K
EWA
565
EverSource Wealth Advisors
Alabama
$69.5K +$380 +1 +0.5%
LC
566
Lindbrook Capital
California
$69.5K +$759 +2 +1%
AA
567
Alta Advisers
United Kingdom
$69.2K
PWA
568
Provenance Wealth Advisors
Florida
$69.2K +$75.9K +200 New
CI Investments Inc
569
CI Investments Inc
Ontario, Canada
$68K +$3.8K +10 +5%
JPWM
570
Jamison Private Wealth Management
Georgia
$61.9K +$68K +179 New
MCM
571
Manchester Capital Management
Vermont
$53.3K
SCA
572
Stonebridge Capital Advisors
Minnesota
$51.9K
HIIFS
573
Harel Insurance Investments & Financial Services
Israel
$51K -$4.93K -13 -8%
RCM
574
Raleigh Capital Management
North Carolina
$50.5K +$33.8K +89 +156%
CFGS
575
Concourse Financial Group Securities
Alabama
$49.8K +$11.4K +30 +26%

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.