We are live on ! Find out more

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
CANY
176
Caxton Associates (New York)
New York
$6.92M +$7.59M +20,000 New
HighTower Advisors
177
HighTower Advisors
Illinois
$6.88M -$235K -618 -3%
RCMU
178
Rokos Capital Management (UK)
United Kingdom
$6.8M
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$6.67M +$194K +512 +3%
ASRS
180
Arizona State Retirement System
Arizona
$6.66M +$53.9K +142 +0.7%
CAM
181
ClariVest Asset Management
California
$6.66M -$459K -1,208 -6%
PWP
182
Pursue Wealth Partners
California
$6.66M +$358K +942 +5%
AssetMark Inc
183
AssetMark Inc
California
$6.55M +$5.13M +13,502 +248%
Natixis Advisors
184
Natixis Advisors
Massachusetts
$6.34M +$2.89M +7,626 +71%
Nomura Asset Management
185
Nomura Asset Management
Japan
$6.32M +$121K +320 +2%
GS
186
GTS Securities
New York
$6.09M +$6.69M +17,618 New
BNP Paribas Asset Management
187
BNP Paribas Asset Management
France
$5.89M -$2.95M -7,764 -31%
ACM
188
Aquatic Capital Management
Illinois
$5.71M +$6.27M +16,520 New
GH
189
GAM Holding
Switzerland
$5.65M -$5.45M -14,357 -47%
TC
190
Tenere Capital
New York
$5.4M +$5.92M +15,600 New
WTC
191
WhitTier Trust Company
Nevada
$5.36M +$63.8K +168 +1%
DnB Asset Management
192
DnB Asset Management
Norway
$5.34M +$1.81M +4,773 +45%
SC
193
Slow Capital
California
$5.28M -$166K -436 -3%
SIMG
194
Stephens Investment Management Group
Texas
$5.23M +$1.97M +5,180 +52%
FAF
195
Fjarde Ap-fonden
Sweden
$5.22M +$75.9K +200 +1%
SCA
196
Snowden Capital Advisors
New York
$5.11M +$11K +29 +0.2%
MWVC
197
Morgens Waterfall Vintiadis & Co
New York
$5.08M +$38K +100 +0.7%
EAM
198
EFG Asset Management
Oregon
$5.05M -$766K -2,017 -12%
FAF
199
Första AP-fonden
Sweden
$5.01M -$2.43M -6,400 -31%
ZDA
200
Zweig-DiMenna Associates
New York
$4.93M +$2.87M +7,550 +113%

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.