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MongoDB
MDB

662 hedge funds and large institutions have $26.1B invested in MongoDB in 2023 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 210 increasing their positions, 193 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 45

155% more funds holding in top 10

Funds holding in top 10: 11 → 28 (+17)

77% more capital invested

Capital invested by funds: $14.8B → $26.1B (+$11.4B)

26% more funds holding

Funds holding: 527 → 662 (+135)

9% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 193

0% less ownership

Funds ownership: 90.45% → 90.45% (-0%)

6% less call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.79B

Holders
662
Holders Change
+135
Holders Change %
+25.62%
% of All Funds
10.39%
Holding in Top 10
28
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+154.55%
% of All Funds
0.44%
New
183
Increased
210
Reduced
193
Closed
45
Calls
$1.68B
Puts
$1.79B
Net Calls
-$112M
Net Calls Change
-$125M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$579M
2
Morgan Stanley
Morgan Stanley
New York
+$232M
3
BlackRock
BlackRock
New York
+$157M
4
TC
Tairen Capital
Hong Kong
+$144M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$118M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$747M
2
Capital World Investors
Capital World Investors
California
-$201M
3
Holocene Advisors
Holocene Advisors
New York
-$129M
4
DCM
Dorsal Capital Management
California
-$115M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCIM
251
British Columbia Investment Management
British Columbia, Canada
$2.6M +$58.3K +200 +3%
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$2.57M +$1.18M +4,054 +184%
BCI
253
Brinker Capital Investments
Pennsylvania
$2.56M -$67.4K -231 -4%
OPS
254
Orion Portfolio Solutions
Nebraska
$2.56M -$67.4K -231 -4%
ASN
255
Advisory Services Network
Georgia
$2.55M +$58K +199 +3%
PL
256
Perpetual Ltd
Australia
$2.55M +$1.81M +6,200 New
M&T Bank
257
M&T Bank
New York
$2.49M +$42.6K +146 +2%
SIG
258
Stonegate Investment Group
Alabama
$2.48M – – –
XWM
259
Xcel Wealth Management
Florida
$2.46M -$1.17K -4 -0.1%
Baillie Gifford & Co
260
Baillie Gifford & Co
United Kingdom
$2.45M -$83.7K -287 -5%
RSC
261
Red Spruce Capital
Pennsylvania
$2.43M -$24.2K -83 -1%
MML Investors Services
262
MML Investors Services
Massachusetts
$2.42M +$255K +873 +17%
EAM
263
Eagle Asset Management
Florida
$2.36M +$121K +414 +8%
PRC
264
Pearl River Capital
Michigan
$2.32M +$1.64M +5,633 New
BJL
265
Brighton Jones LLC
Washington
$2.31M +$53.4K +183 +3%
Daiwa Securities Group
266
Daiwa Securities Group
Japan
$2.31M +$49.6K +170 +3%
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$2.25M +$111K +380 +7%
AA
268
ALPS Advisors
Colorado
$2.24M -$888K -3,044 -36%
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$2.24M +$320K +1,096 +25%
AssetMark Inc
270
AssetMark Inc
California
$2.24M +$194K +664 +14%
Teacher Retirement System of Texas
271
Teacher Retirement System of Texas
Texas
$2.18M -$684K -2,346 -31%
DA
272
Duality Advisers
Florida
$2.14M +$1.52M +5,207 New
E
273
Ergoteles
New York
$2.13M +$1.51M +5,184 New
SWS
274
SYSTM Wealth Solutions
Illinois
$2.1M -$549K -1,882 -27%
QCM
275
Quantinno Capital Management
New York
$2.08M -$125K -427 -8%
9 10
11
12 13

MDB Hedge Fund Activity: Q2 2023 in Review

662 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2023, worth a combined $26.1B — up 77% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new MDB positions and 45 closed out — a net gain of 138 holders — while 210 added to existing stakes and 193 trimmed.

The largest buyer was Jennison Associates, adding an estimated $579M. The largest seller was T. Rowe Price Associates, cutting an estimated $747M.

  • 662 institutional investors held MongoDB (MDB) as of Q2 2023, up from 527 in Q1 2023.
  • Funds reported $26.1B of MongoDB stock for Q2 2023, up 77% quarter-over-quarter.
  • 183 funds opened new MongoDB positions in Q2 2023 and 45 closed out, a net change of +138 holders.
  • The largest MongoDB buyer in Q2 2023 was Jennison Associates, an estimated $579M added.
  • The largest MongoDB seller in Q2 2023 was T. Rowe Price Associates, an estimated $747M sold.

Based on aggregated 13F filings for Q2 2023.