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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B +$6.3M +16,590 +0.3%
BlackRock
2
BlackRock
New York
$1.95B +$18.8M +49,597 +0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.72B -$143M -377,644 -7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.58B -$182M -479,953 -10%
Jennison Associates
5
Jennison Associates
New York
$1.29B +$663M +1,745,231 +88%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.11B -$56.6M -149,084 -4%
Capital World Investors
7
Capital World Investors
California
$703M -$13.1M -34,547 -2%
Franklin Resources
8
Franklin Resources
California
$608M +$24.4M +64,372 +4%
Morgan Stanley
9
Morgan Stanley
New York
$539M +$88.8M +233,971 +18%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$522M -$203M -534,403 -26%
State Street
11
State Street
Massachusetts
$483M +$10.2M +26,830 +2%
Invesco
12
Invesco
Georgia
$418M -$8.52M -22,449 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$355M +$10.5M +27,654 +3%
Amundi
14
Amundi
France
$297M +$185M +486,242 +135%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$292M -$99.5M -262,135 -24%
Capital Research Global Investors
16
Capital Research Global Investors
California
$273M -$120M -315,313 -29%
Norges Bank
17
Norges Bank
Norway
$259M -$53.1M -139,879 -16%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$250M -$34.4M -90,700 -11%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$196M -$8.25M -21,744 -4%
T. Rowe Price Investment Management
20
T. Rowe Price Investment Management
Maryland
$190M -$3.35M -8,826 -2%
GGHC
21
Gilder Gagnon Howe & Co
New York
$180M -$2.56M -6,732 -1%
Bank of America
22
Bank of America
North Carolina
$167M +$91.3M +240,450 +99%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$166M +$112M +294,900 +159%
CIP
24
Champlain Investment Partners
Vermont
$160M -$759K -2,000 -0.4%
Northern Trust
25
Northern Trust
Illinois
$155M +$8.83M +23,270 +5%

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.