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MongoDB
MDB

527 hedge funds and large institutions have $14.8B invested in MongoDB in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 197 increasing their positions, 169 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 69

21% more capital invested

Capital invested by funds: $12.2B → $14.8B (+$2.55B)

17% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 169

1% more funds holding

Funds holding: 521 → 527 (+6)

1% more call options, than puts

Call options by funds: $952M | Put options by funds: $939M

0.79% more ownership

Funds ownership: 89.66% → 90.45% (+0.79%)

27% less funds holding in top 10

Funds holding in top 10: 15 → 11 (-4)

Holders
527
Holders Change
+6
Holders Change %
+1.15%
% of All Funds
8.4%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
84
Increased
197
Reduced
169
Closed
69
Calls
$952M
Puts
$939M
Net Calls
+$12.8M
Net Calls Change
+$6.37M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$267M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$188M
3
Invesco
Invesco
Georgia
+$126M
4
Marshall Wace
Marshall Wace
United Kingdom
+$124M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$114M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$114M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$112M
3
Millennium Management
Millennium Management
New York
-$105M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$96M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$55.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
301
Janney Montgomery Scott
Pennsylvania
$634K +$253K +1,206 +80%
BBHC
302
Brown Brothers Harriman & Co
New York
$633K – – –
EI
303
Ethic Inc
New York
$621K +$24.8K +118 +5%
PWM
304
Perigon Wealth Management
California
$607K -$18.7K -89 -3%
IAS
305
IMA Advisory Services
Colorado
$606K – – –
VWM
306
Venturi Wealth Management
Texas
$596K -$1.26K -6 -0.2%
LIA
307
LBMC Investment Advisors
Tennessee
$583K – – –
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$581K -$48.7K -232 -9%
KAM
309
Karani Asset Management
New York
$580K – – –
BAMCO Inc
310
BAMCO Inc
New York
$566K -$245K -1,167 -32%
QI
311
Qtron Investments
Massachusetts
$564K – – –
GC
312
Guggenheim Capital
Illinois
$553K +$198K +945 +66%
AWS
313
AJ Wealth Strategies
New York
$551K – – –
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$537K -$2.73K -13 -0.6%
JIC
315
Joel Isaacson & Co
New York
$537K – – –
V
316
Veritable
Delaware
$533K +$480K +2,288 New
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$521K +$10.9K +52 +2%
Wealthfront Advisers
318
Wealthfront Advisers
California
$519K -$135K -645 -22%
Assenagon Asset Management
319
Assenagon Asset Management
Luxembourg
$514K -$79.5K -379 -15%
Cetera Investment Advisers
320
Cetera Investment Advisers
Illinois
$514K +$147K +699 +46%
PNC Financial Services Group
321
PNC Financial Services Group
Pennsylvania
$514K +$2.31K +11 +0.5%
GCC
322
Guardian Capital (Canada)
Ontario, Canada
$511K +$460K +2,191 New
ESCM
323
Echo Street Capital Management
New York
$506K +$455K +2,170 New
WWM
324
Western Wealth Management
Colorado
$504K +$20.6K +98 +5%
CIC
325
Carnegie Investment Counsel
Ohio
$502K -$2.1K -10 -0.5%
11 12
13
14 15

MDB Hedge Fund Activity: Q1 2023 in Review

527 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2023, worth a combined $14.8B — up 21% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new MDB positions and 69 closed out — a net gain of 15 holders — while 197 added to existing stakes and 169 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $267M. The largest seller was Renaissance Technologies, cutting an estimated $114M.

  • 527 institutional investors held MongoDB (MDB) as of Q1 2023, up from 521 in Q4 2022.
  • Funds reported $14.8B of MongoDB stock for Q1 2023, up 21% quarter-over-quarter.
  • 84 funds opened new MongoDB positions in Q1 2023 and 69 closed out, a net change of +15 holders.
  • The largest MongoDB buyer in Q1 2023 was JP Morgan Chase, an estimated $267M added.
  • The largest MongoDB seller in Q1 2023 was Renaissance Technologies, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2023.