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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
ATC
576
Adirondack Trust Company
New York
$23.8K
GWM
577
Geneos Wealth Management
Colorado
$22.4K -$50.4K -194 -70%
CAL
578
Capital Advisors Ltd
Ohio
$20K -$260 -1 -1%
MA
579
Montag & Associates
Georgia
$19K -$1.82K -7 -9%
RTC
580
Riverview Trust Company
Washington
$18.9K +$520 +2 +3%
PAI
581
Pittenger & Anderson Inc
Nebraska
$18.9K +$5.46K +21 +43%
EC
582
Elequin Capital
New York
$18.4K +$17.7K +68 New
TFIPS
583
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.2K
WWM
584
Wolff Wiese Magana
California
$15.7K +$13.8K +53 +1,060%
CCA
585
Catalyst Capital Advisors
New York
$15.7K -$3.64K -14 -19%
HIA
586
Harbor Investment Advisory
Maryland
$14.9K -$1.04K -4 -7%
MPWT
587
MassMutual Private Wealth & Trust
Connecticut
$14.6K -$3.38K -13 -19%
HIIFS
588
Harel Insurance Investments & Financial Services
Israel
$14K -$3.12K -12 -19%
BBHC
589
Brown Brothers Harriman & Co
New York
$13.8K +$10.1K +39 +325%
FRA
590
Front Row Advisors
California
$13.5K
CAS
591
Coppell Advisory Solutions
Texas
$13.5K
PFBT
592
Parkside Financial Bank & Trust
Missouri
$11.4K +$260 +1 +2%
TPCW
593
TD Private Client Wealth
New York
$10.8K -$2.34K -9 -18%
TCA
594
Trifecta Capital Advisors
Illinois
$10.8K
MIM
595
Macroview Investment Management
Maryland
$10.5K +$7.79K +30 +333%
PTC
596
Private Trust Company
Ohio
$10.3K -$779 -3 -7%
NCM
597
Northwest Capital Management
Oregon
$10.3K
AIM
598
Aurora Investment Managers
Florida
$10.2K -$326K -1,254 -7%
HI
599
Harbour Investments
Wisconsin
$10K -$1.82K -7 -16%
MCM
600
MV Capital Management
Maryland
$10K +$8.57K +33 +825%

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.