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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
CWM
126
CIBC World Markets
New York
$13.8M +$15.2M +40,000 New
Mitsubishi UFJ Trust & Banking
127
Mitsubishi UFJ Trust & Banking
Japan
$13.6M -$287K -757 -2%
Victory Capital Management
128
Victory Capital Management
Texas
$13.4M -$173K -455 -1%
GIM
129
Growth Interface Management
Florida
$13.1M -$9.49M -25,000 -40%
NOCM
130
Night Owl Capital Management
Connecticut
$12.9M -$27.7K -73 -0.2%
VEPM
131
Vista Equity Partners Management
California
$12.9M -$7.61M -20,057 -35%
EGM
132
Engineers Gate Manager
New York
$12.8M +$10.2M +26,818 +263%
PMEF
133
Point72 Middle East FZE
United Arab Emirates
$12.4M +$13.6M +35,727 New
LP
134
LMR Partners
United Kingdom
$12.1M +$10.8M +28,523 +440%
KHCM
135
Kettle Hill Capital Management
New York
$12.1M +$13.3M +34,953 New
Aviva
136
Aviva
United Kingdom
$11.7M -$87.3K -230 -0.7%
Handelsbanken Fonder
137
Handelsbanken Fonder
Sweden
$11.7M +$131K +346 +1%
SAM
138
Storebrand Asset Management
Norway
$11.6M +$1.3M +3,432 +11%
Los Angeles Capital Management
139
Los Angeles Capital Management
California
$11.6M -$7.71M -20,319 -38%
Robeco Institutional Asset Management
140
Robeco Institutional Asset Management
Netherlands
$11.5M +$12.1M +31,840 +2,134%
PI
141
PEAK6 Investments
Illinois
$11.4M -$5.94M -15,643 -32%
Janus Henderson Group
142
Janus Henderson Group
United Kingdom
$11.3M +$32.3K +85 +0.3%
WT
143
Whittier Trust
California
$11.2M +$342K +902 +3%
CF
144
Cantor Fitzgerald
New York
$11.1M
MLL
145
Moody Lynn & Lieberson
Massachusetts
$11M +$174K +459 +1%
Empower Advisory Group
146
Empower Advisory Group
Colorado
$10.8M -$6.07K -16 -0.1%
LPL Financial
147
LPL Financial
California
$10.8M +$2.02M +5,329 +21%
ACM
148
Arthedge Capital Management
New York
$10.4M
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$10.4M +$413K +1,087 +4%
SSA
150
Schonfeld Strategic Advisors
New York
$10.4M +$5.27M +13,879 +86%

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.