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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
LB
601
Legacy Bridge
Iowa
$10K +$9.61K +37 New
LI
602
LRI Investments
Florida
$9.62K -$19K -73 -69%
NS
603
NBC Securities
Alabama
$9K +$5.2K +20 +125%
WWP
604
WR Wealth Planners
Missouri
$8.92K
RA
605
Rise Advisors
New York
$8.11K -$3.12K -12 -29%
BIA
606
Bell Investment Advisors
California
$8.11K -$260 -1 -3%
MSG
607
Main Street Group
Virginia
$8.11K
EB
608
Eastern Bank
Massachusetts
$8.11K +$7.79K +30 New
GEA
609
Glen Eagle Advisors
New Jersey
$7.84K
PMFA
610
Plante Moran Financial Advisors
Michigan
$7.57K -$5.46K -21 -43%
CAM
611
Creekmur Asset Management
Illinois
$7.57K
CFB
612
Cullen/Frost Bankers
Texas
$7.57K +$2.08K +8 +40%
CPG
613
Cornerstone Planning Group
New Jersey
$6.88K -$2.86K -11 -31%
MG
614
Mather Group
Illinois
$6.33K -$7.01K -27 -54%
CAM
615
Close Asset Management
United Kingdom
$6K -$5.97K -23 -51%
PWMG
616
Private Wealth Management Group
New Jersey
$5.41K
WTA
617
Washington Trust Advisors
Massachusetts
$5.13K +$4.94K +19 New
GBT
618
Grove Bank & Trust
Florida
$4.87K
SIS
619
Sound Income Strategies
Florida
$4.87K
ATS
620
Ashton Thomas Securities
New York
$4.6K +$4.42K +17 New
CIAS
621
CBIZ Investment Advisory Services
Ohio
$4.59K
S
622
Sachetta
Massachusetts
$4.33K +$2.86K +11 +220%
JIP
623
Jaffetilchin Investment Partners
Florida
$4.33K +$4.16K +16 New
TVWM
624
Tower View Wealth Management
Wisconsin
$4.06K
VCM
625
Versant Capital Management
Arizona
$4.05K -$1.04K -4 -21%

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.