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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
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$22.3M +$8.62M +22,699 +54%
DZ Bank
102
DZ Bank
Germany
$21.7M -$94.5K -249 -0.4%
Canada Life
103
Canada Life
Manitoba, Canada
$21.1M -$3.57M -9,409 -13%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$21M -$1.13M -2,965 -5%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$20.7M +$4.78M +12,604 +27%
CSS
106
Cubist Systematic Strategies
Connecticut
$20.4M +$8.59M +22,635 +62%
Parallax Volatility Advisers
107
Parallax Volatility Advisers
California
$20.4M -$27.3M -72,033 -55%
Asset Management One
108
Asset Management One
Japan
$20.1M -$427K -1,124 -2%
Canada Pension Plan Investment Board
109
Canada Pension Plan Investment Board
Ontario, Canada
$20M +$8.05M +21,200 +58%
APG Asset Management
110
APG Asset Management
Netherlands
$19M -$2.49M -6,554 -11%
RJA
111
Raymond James & Associates
Florida
$18.3M +$5.2M +13,686 +35%
UBS Group
112
UBS Group
Switzerland
$18.2M -$2.64M -6,950 -12%
Acadian Asset Management
113
Acadian Asset Management
Massachusetts
$17.4M +$350K +921 +2%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$17.3M +$5.15M +13,576 +37%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$17.2M -$27.9M -73,503 -60%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$17M +$499K +1,315 +3%
MAM
117
Melqart Asset Management
United Kingdom
$16.6M +$4.42M +11,653 +32%
Mitsubishi UFJ Asset Management
118
Mitsubishi UFJ Asset Management
Japan
$16.4M +$1.24M +3,258 +7%
DekaBank Deutsche Girozentrale
119
DekaBank Deutsche Girozentrale
Germany
$16.2M +$6.38M +16,813 +55%
CS
120
Candriam SCA
Luxembourg
$15.5M -$5.6M -14,760 -25%
ASC
121
Atalanta Sosnoff Capital
New York
$15.1M +$16.5M +43,558 New
WorldQuant Millennium Advisors
122
WorldQuant Millennium Advisors
New York
$14.6M +$11.7M +30,889 +271%
Wolverine Trading
123
Wolverine Trading
Illinois
$14.2M +$5.36M +14,117 +53%
BCH
124
Berkshire Capital Holdings
California
$14.1M +$34.2K +90 +0.2%
State of New Jersey Common Pension Fund D
125
State of New Jersey Common Pension Fund D
New Jersey
$14M -$567K -1,493 -4%

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.