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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
Lazard Asset Management
651
Lazard Asset Management
New York
$1K -$807K -3,108 -100%
ST
652
Smithfield Trust
Pennsylvania
$1K +$1.3K +5 New
AWM
653
Activest Wealth Management
Florida
$811 +$779 +3 New
CT
654
Colonial Trust
South Carolina
$710 +$260 +1 +50%
SWS
655
SYSTM Wealth Solutions
Illinois
$541 -$2.94M -11,336 -100%
RAM
656
Riggs Asset Management
Pennsylvania
$541
KFI
657
Key Financial Inc
Pennsylvania
$541 +$520 +2 New
1IA
658
1620 Investment Advisors
Massachusetts
$383 +$260 +1 New
AP
659
Atwood & Palmer
Missouri
$271 +$260 +1 New
VAMG
660
Voisard Asset Management Group
Michigan
$271 +$260 +1 New
JFG
661
JDM Financial Group
Texas
$270 +$260 +1 New
IAIM
662
International Assets Investment Management
Florida
$142 +$9.93M +38,224 +23,027%
FCA
663
FinTrust Capital Advisors
South Carolina
$10 -$1.3K -5 -63%
DWM
664
Dogwood Wealth Management
Kansas
$2
KCM
665
Kodai Capital Management
Illinois
-$104M -415,276 Closed
Marshall Wace
666
Marshall Wace
United Kingdom
-$67.2M -268,958 Closed
Qube Research & Technologies (QRT)
667
Qube Research & Technologies (QRT)
United Kingdom
-$69.5M -267,709 Closed
Fidelity International
668
Fidelity International
Bermuda
-$66.5M -265,996 Closed
Voloridge Investment Management
669
Voloridge Investment Management
Florida
-$40.6M -162,290 Closed
WP
670
Woodline Partners
California
-$29.4M -117,639 Closed
WRCM
671
Whale Rock Capital Management
Massachusetts
-$25.6M -102,308 Closed
WHGC
672
Wealth High Governance Capital
Brazil
-$22.5M -90,000 Closed
WC
673
Westwind Capital
New Mexico
-$208K -51,763 Closed
NCL
674
Nishkama Capital LLC
Puerto Rico
-$12.7M -50,976 Closed
SI
675
SQN Investors
California
-$10.2M -40,847 Closed

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.