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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
LFG
651
Larson Financial Group
Missouri
$1.73K +$1.9K +5 New
AFG
652
Albion Financial Group
Utah
$1.38K -$759 -2 -33%
BBPWM
653
Blue Bell Private Wealth Management
Pennsylvania
$1.38K
GI
654
Gradient Investments
Minnesota
$1.38K
IPW
655
Impact Partnership Wealth
Georgia
$1.38K
SIS
656
Sound Income Strategies
Florida
$1.38K
FGAM
657
Financial Gravity Asset Management
Texas
$1.15K -$155K -407 -99%
TFA
658
Transamerica Financial Advisors
Florida
$1K
SFG
659
Steward Financial Group
Texas
$1K +$1.9K +5 New
FSWA
660
Financial Synergies Wealth Advisors
Texas
$692
IFAM
661
Institutional & Family Asset Management
Colorado
$692
SIC
662
SJS Investment Consulting
Ohio
$692
AIM
663
Anchor Investment Management
South Carolina
$346
RG
664
Retirement Group
California
$346
TFM
665
TFC Financial Management
Massachusetts
$346
First Manhattan
666
First Manhattan
New York
$345 +$380 +1 New
FCA
667
FinTrust Capital Advisors
South Carolina
$12 +$1.14K +3 New
YRHAM
668
Yong Rong (HK) Asset Management
Hong Kong
-$54.2M -131,810 Closed
ONGA
669
O'Neil Global Advisors
California
-$27.7M -67,492 Closed
TI
670
Trexquant Investment
Connecticut
-$26.6M -64,805 Closed
N
671
Natixis
France
-$26M -63,186 Closed
NCL
672
Nishkama Capital LLC
Puerto Rico
-$24.9M -60,467 Closed
LCM
673
Laurion Capital Management
New York
-$23M -55,856 Closed
Bank of Nova Scotia
674
Bank of Nova Scotia
Ontario, Canada
-$22.4M -54,612 Closed
WP
675
Woodline Partners
California
-$16M -38,888 Closed

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.