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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
DU
701
Delphia (USA)
Ontario, Canada
-$451K -1,097 Closed
TA
702
Trivest Advisors
Hong Kong
-$411K -1,000 Closed
VanEck Associates
703
VanEck Associates
New York
-$364K -886 Closed
CIBC World Market
704
CIBC World Market
Ontario, Canada
-$342K -833 Closed
PWM
705
Prosperity Wealth Management
California
-$325K -790 Closed
VIA
706
Vident Investment Advisory
Georgia
-$309K -752 Closed
MF
707
Magnetar Financial
Illinois
-$304K -740 Closed
BFM
708
Boothbay Fund Management
New York
-$304K -739 Closed
CPIG
709
Chicago Partners Investment Group
Illinois
-$289K -725 Closed
WC
710
Waterloo Capital
Texas
-$286K -696 Closed
SC
711
Shay Capital
New York
-$286K -695 Closed
OWM
712
OneAscent Wealth Management
Alabama
-$259K -629 Closed
KWA
713
Kingswood Wealth Advisors
California
-$257K -625 Closed
NPA
714
Nichols & Pratt Advisers
Massachusetts
-$247K -600 Closed
DC
715
Diametric Capital
Massachusetts
-$245K -595 Closed
FCM
716
Fortis Capital Management
Washington
-$243K -591 Closed
IP
717
Ignite Planners
California
-$228K -587 Closed
ProShare Advisors
718
ProShare Advisors
Maryland
-$238K -578 Closed
VAS
719
Vestmark Advisory Solutions
Massachusetts
-$229K -558 Closed
CG
720
Caprock Group
Idaho
-$222K -541 Closed
STA
721
Summit Trail Advisors
New York
-$221K -538 Closed
OFS
722
OneAscent Financial Services
Alabama
-$220K -536 Closed
SIA
723
Schechter Investment Advisors
Michigan
-$219K -533 Closed
MAS
724
Meeder Advisory Services
Ohio
-$217K -529 Closed
FT
725
Fiduciary Trust
Massachusetts
-$215K -523 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.