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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: 1128 (+17)

77% more capital invested

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

26% more funds holding

Funds holding: 527662 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$2.07M +$88.7K +304 +6%
MSRPS
277
Maryland State Retirement & Pension System
Maryland
$2.06M -$58K -199 -4%
FCM
278
Firsthand Capital Management
California
$2.05M
IP
279
Interval Partners
New York
$2.05M +$1.46M +5,000 New
SGI
280
Summit Global Investments
Utah
$2.04M
FMI
281
F/M Investments
District of Columbia
$2M +$269K +922 +23%
Cambridge Investment Research Advisors
282
Cambridge Investment Research Advisors
Iowa
$1.99M -$123K -423 -8%
PI
283
PineBridge Investments
New York
$1.99M -$34.7K -119 -2%
DILIC
284
Dai-ichi Life Insurance Company
Japan
$1.89M -$1.17M -4,000 -47%
SPM
285
Symmetry Peak Management
Pennsylvania
$1.88M +$1.33M +4,577 New
EI
286
Ethic Inc
New York
$1.83M +$525K +1,801 +68%
HCA
287
Harbor Capital Advisors
Illinois
$1.82M -$56.6K -194 -4%
Nordea Investment Management
288
Nordea Investment Management
Sweden
$1.82M +$59.2K +203 +5%
Public Sector Pension Investment Board (PSP Investments)
289
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.79M +$29.2K +100 +2%
NIP
290
Nicholas Investment Partners
California
$1.75M +$222K +762 +22%
EA
291
Emerald Advisers
Pennsylvania
$1.74M -$10.8K -37 -0.9%
Mackenzie Financial
292
Mackenzie Financial
Ontario, Canada
$1.7M -$476K -1,631 -28%
IFG
293
Independent Financial Group
California
$1.7M +$843K +2,890 +232%
SVCF
294
Silicon Valley Community Foundation
California
$1.7M -$24.8K -85 -2%
Schroder Investment Management Group
295
Schroder Investment Management Group
United Kingdom
$1.69M -$69.4K -238 -5%
MCM
296
MAI Capital Management
Ohio
$1.67M +$7.29K +25 +0.6%
MIM
297
MetLife Investment Management
New Jersey
$1.66M +$5.25K +18 +0.4%
PCM
298
Princeton Capital Management
New Jersey
$1.66M +$2.92K +10 +0.2%
AAP
299
Ardsley Advisory Partners
Connecticut
$1.64M +$1.17M +4,000 New
IIM
300
INTECH Investment Management
Florida
$1.6M -$277K -950 -20%

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.