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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
DWM
726
Dakota Wealth Management
Florida
-$210K -510 Closed
NCM
727
Northside Capital Management
Oregon
-$210K -510 Closed
KAM
728
Karani Asset Management
New York
-$207K -503 Closed
RFP
729
Roth Financial Partners
Texas
-$205K -500 Closed
TAM
730
Tealwood Asset Management
Minnesota
-$202K -491 Closed
MSWM
731
McGlone Suttner Wealth Management
Wisconsin
-$201K -489 Closed
HCM
732
Hollencrest Capital Management
California
-$146K -355 Closed
CC
733
Centiva Capital
New York
-$120K -291 Closed
DCM
734
Dupont Capital Management
Delaware
-$77.7K -189 Closed
EC
735
Elequin Capital
New York
-$67K -163 Closed
CFO
736
CVA Family Office
Colorado
-$45.2K -110 Closed
CAS
737
Coppell Advisory Solutions
Texas
-$43.1K -107 Closed
SF
738
Safeguard Financial
Wisconsin
-$24K -59 Closed
QL
739
Quarry LP
New York
-$23.8K -58 Closed
CFD
740
Creative Financial Designs
Indiana
-$18.5K -45 Closed
IGWM
741
ICA Group Wealth Management
Colorado
-$16.4K -40 Closed
WTG
742
West Tower Group
Virginia
-$11.9K -29 Closed
NC
743
NewSquare Capital
Pennsylvania
-$9.45K -23 Closed
FA
744
Fiduciary Alliance
South Carolina
-$8.22K -20 Closed
2L
745
25 LLC
Missouri
-$6.92K -17 Closed
TFP
746
Tilia Fiduciary Partners
North Carolina
-$4.11K -10 Closed
PMFA
747
Plante Moran Financial Advisors
Michigan
-$3.29K -8 Closed
PO
748
Private Ocean
California
-$2.88K -7 Closed
M
749
MOTCO
Texas
-$1.23K -3 Closed
DI
750
Disciplined Investments
Oklahoma
-$822 -2 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.