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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
IC
301
IEQ Capital
California
$1.6M -$68.2K -234 -6%
DACS
302
Dymon Asia Capital (Singapore)
Singapore
$1.53M +$1.08M +3,720 New
OC
303
Oppenheimer & Co
New York
$1.51M +$44.9K +154 +4%
GP
304
Geneva Partners
Wisconsin
$1.5M +$1.06M +3,648 New
ETCM
305
Evolutionary Tree Capital Management
Virginia
$1.49M -$682K -2,338 -39%
Cerity Partners
306
Cerity Partners
New York
$1.48M +$554K +1,899 +111%
GITFIT
307
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.48M -$437K -1,500 -29%
UCFA
308
United Capital Financial Advisors
Texas
$1.47M +$1.04M +3,570 New
RJFSA
309
Raymond James Financial Services Advisors
Florida
$1.46M +$496K +1,701 +91%
Wealthfront Advisers
310
Wealthfront Advisers
California
$1.45M +$381K +1,306 +59%
OAM
311
Oppenheimer Asset Management
New York
$1.43M +$474K +1,625 +87%
BFEC
312
Benjamin F. Edwards & Company
Missouri
$1.42M -$19K -65 -2%
SRAM
313
Spouting Rock Asset Management
Pennsylvania
$1.39M +$462K +1,585 +88%
Nisa Investment Advisors
314
Nisa Investment Advisors
Missouri
$1.37M +$642K +2,200 +193%
AFC
315
AFT Forsyth & Company
Florida
$1.37M +$120K +410 +14%
DT
316
Diversified Trust
Tennessee
$1.36M +$134K +458 +16%
EOJOAM
317
E. Ohman J:or Asset Management
Sweden
$1.36M +$117K +400 +14%
PCM
318
Penserra Capital Management
California
$1.34M +$855K +2,931 +865%
VF
319
Virtu Financial
New York
$1.32M +$939K +3,219 New
CCIA
320
Cherry Creek Investment Advisors
Colorado
$1.32M -$11.7K -40 -1%
AWM
321
AE Wealth Management
Kansas
$1.29M +$918K +3,149 New
VFA
322
Values First Advisors
Tennessee
$1.29M -$92.2K -316 -9%
BS
323
Banco Santander
Spain
$1.29M
CB
324
Commerce Bank
Missouri
$1.28M +$560K +1,921 +160%
US Bancorp
325
US Bancorp
Minnesota
$1.27M +$104K +356 +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.