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MongoDB

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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$36.8M -$1.92M -5,058 -5%
DCP
77
D1 Capital Partners
New York
$36.3M +$39.9M +105,000 New
WRCM
78
Whale Rock Capital Management
Massachusetts
$36M +$3.26M +8,575 +9%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$35.8M -$25.3M -66,666 -39%
National Pension Service
80
National Pension Service
South Korea
$32.7M +$220K +579 +0.6%
DCM
81
Driehaus Capital Management
Illinois
$32.6M +$3.57M +9,401 +11%
WI
82
Wafra Inc
New York
$32.5M +$3.16M +8,322 +10%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$31.6M -$700K -1,843 -2%
Pictet Asset Management
84
Pictet Asset Management
Switzerland
$31.5M +$34.6M +91,042 New
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$31.1M +$5.94M +15,657 +21%
VNIM
86
Vaughan Nelson Investment Management
Texas
$30.9M +$33.9M +89,275 New
Dimensional Fund Advisors
87
Dimensional Fund Advisors
Texas
$30.9M +$645K +1,700 +2%
SEI Investments
88
SEI Investments
Pennsylvania
$28.5M +$4.88M +12,856 +19%
Deutsche Bank
89
Deutsche Bank
Germany
$28.5M -$18.6M -49,017 -37%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$28.2M -$19.7M -51,940 -40%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$26.2M -$205K -540 -0.7%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$26.1M -$38.1M -100,427 -57%
CS
93
Credit Suisse
Switzerland
$25.1M +$1.43M +3,758 +5%
ZIM
94
Zacks Investment Management
Illinois
$24.8M -$2.85M -7,519 -9%
Primecap Management
95
Primecap Management
California
$24.5M -$1.44M -3,800 -5%
Millennium Management
96
Millennium Management
New York
$23.9M +$11.1M +29,282 +73%
Principal Financial Group
97
Principal Financial Group
Iowa
$23.2M +$8.04M +21,171 +46%
GCM
98
Glynn Capital Management
California
$22.9M -$4.5M -11,866 -15%
Man Group
99
Man Group
United Kingdom
$22.6M -$13M -34,198 Closed
Stifel Financial
100
Stifel Financial
Missouri
$22.4M -$309K -813 -1%

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.