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
HFS
626
Hantz Financial Services
Michigan
$7K
Loomis, Sayles & Company
627
Loomis, Sayles & Company
Massachusetts
$7K +$7.59K +20 New
MIM
628
Macroview Investment Management
Maryland
$6.92K -$3.42K -9 -31%
HWM
629
HighMark Wealth Management
Minnesota
$6.92K +$7.59K +20 New
GBT
630
Grove Bank & Trust
Florida
$6.22K
HI
631
Harbour Investments
Wisconsin
$5.53K +$1.52K +4 +33%
BAAM
632
Baker Avenue Asset Management
California
$5.53K +$4.18K +11 +220%
MPWT
633
MassMutual Private Wealth & Trust
Connecticut
$5.19K +$380 +1 +7%
TVWM
634
Tower View Wealth Management
Wisconsin
$5K
NS
635
NBC Securities
Alabama
$5K +$6.45K +17 New
AWM
636
Avior Wealth Management
Nebraska
$4.84K +$3.8K +10 +250%
VCM
637
Versant Capital Management
Arizona
$4.5K
AA
638
Ancora Advisors
Ohio
$4.15K
RFG
639
RFP Financial Group
Georgia
$4.15K
AW
640
Avion Wealth
Texas
$4K +$380 +1 +8%
AWM
641
Atticus Wealth Management
Florida
$3.81K
JWA
642
JFS Wealth Advisors
Pennsylvania
$3.81K +$759 +2 +22%
BCMLT
643
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.7K
AF
644
Advisornet Financial
Minnesota
$3.46K -$37.6K -99 -91%
KFS
645
Kelly Financial Services
Massachusetts
$3.11K +$3.42K +9 New
BTI
646
Blue Trust Inc
Georgia
$3K +$1.9K +5 +167%
CA
647
Clearstead Advisors
Ohio
$2.77K +$3.04K +8 New
VAG
648
VisionPoint Advisory Group
Texas
$2.77K +$3.04K +8 New
SWA
649
Sutton Wealth Advisors
Florida
$2.08K
WWM
650
Wolff Wiese Magana
California
$1.73K

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.