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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
RTC
601
Riverview Trust Company
Washington
$23.5K
CAL
602
Capital Advisors Ltd
Ohio
$23K
PTC
603
Private Trust Company
Ohio
$22.1K +$759 +2 +3%
GWSG
604
GPS Wealth Strategies Group
Colorado
$21.4K -$380 -1 -2%
C
605
Covestor
United Kingdom
$21K +$6.45K +17 +40%
Credit Agricole
606
Credit Agricole
France
$20.8K +$3.42K +9 +18%
WPWM
607
Western Pacific Wealth Management
Illinois
$19K
FFL
608
Financial Freedom LLC
Ohio
$18.3K
SS
609
Sunbelt Securities
Texas
$16.9K
HCP
610
Hexagon Capital Partners
Arkansas
$16.6K
KFP
611
KB Financial Partners
New Jersey
$16K -$7.59K -20 -31%
PPC
612
Park Place Capital
Alabama
$15.9K
RA
613
Rise Advisors
New York
$14.2K
FRA
614
Front Row Advisors
California
$13.8K
NCM
615
Northwest Capital Management
Oregon
$13.1K
CPG
616
Cornerstone Planning Group
New Jersey
$12.8K +$380 +1 +3%
SPIA
617
Steward Partners Investment Advisory
New York
$12.5K
LOIM
618
Liberty One Investment Management
Illinois
$12.5K +$1.14K +3 +9%
BIA
619
Bell Investment Advisors
California
$11.1K +$759 +2 +7%
WWP
620
WR Wealth Planners
Missouri
$10.7K +$11.8K +31 New
EARNEST Partners
621
EARNEST Partners
Georgia
$9.68K
GWS
622
Glassman Wealth Services
Virginia
$9.68K
SIC
623
Salem Investment Counselors
North Carolina
$8.99K
AWA
624
Authentikos Wealth Advisory
California
$8.99K +$9.87K +26 New
ZB
625
Zions Bancorporation
Utah
$8.3K

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.