We are live on ! Find out more

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
FIA
576
FNY Investment Advisers
New York
$48K +$53.1K +140 New
UB
577
UMB Bank
Missouri
$47.4K
GRP
578
Global Retirement Partners
California
$47K +$3.04K +8 +6%
PFBT
579
Parkside Financial Bank & Trust
Missouri
$45K +$13.7K +36 +38%
CT
580
Cambridge Trust
Massachusetts
$45K
AWM
581
Abound Wealth Management
Tennessee
$42.9K -$1.14K -3 -2%
FA
582
Financial Avengers
California
$41.5K
AA
583
AlphaCentric Advisors
Puerto Rico
$40.5K -$7.59K -20 -15%
DJSG
584
D.J. St. Germain
Massachusetts
$38K
HNB
585
Huntington National Bank
Ohio
$38K +$30.7K +81 +279%
CTC
586
Central Trust Company
Missouri
$37.4K +$3.04K +8 +8%
CP
587
Castleview Partners
Texas
$36.7K +$40.2K +106 New
CFB
588
Cullen/Frost Bankers
Texas
$35.3K +$38.7K +102 New
BC
589
Bartlett & Co
Ohio
$35K
BCWM
590
Bartlett & Co Wealth Management
Ohio
$34.6K
LS
591
Livforsakringsbolaget Skandia
Sweden
$34.6K
AS
592
AM Squared
Hong Kong
$34.6K +$38K +100 New
CHA
593
Carmichael Hill & Associates
Maryland
$31.1K
BCM
594
BluePath Capital Management
Georgia
$30.4K +$33.4K +88 New
ATC
595
Adirondack Trust Company
New York
$30.4K
JWM
596
Janiczek Wealth Management
Colorado
$29.7K
SSB
597
Sandy Spring Bank
Maryland
$29.4K
FFC
598
First Financial Corp
Indiana
$27.7K
MA
599
Montag & Associates
Georgia
$27.2K -$380 -1 -1%
OIAM
600
OFI Invest Asset Management
France
$24.5K +$28.5K +75 New

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.