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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
TRCT
326
Tower Research Capital (TRC)
New York
$1.27M -$902K -3,093 -50%
BBVA
327
Banco Bilbao Vizcaya Argentaria
Spain
$1.25M +$482K +1,653 +121%
LSA
328
L & S Advisors
California
$1.24M -$500K -1,713 -36%
TFCP
329
Twin Focus Capital Partners
Massachusetts
$1.24M +$4.08K +14 +0.5%
Vontobel Holding
330
Vontobel Holding
Switzerland
$1.24M -$1.05M -3,610 -55%
YC
331
Yarbrough Capital
Tennessee
$1.22M
Bank Julius Baer & Co
332
Bank Julius Baer & Co
Switzerland
$1.2M -$429K -1,470 -33%
AI
333
Atria Investments
North Carolina
$1.15M +$813K +2,788 New
ADIM
334
Alpha DNA Investment Management
Maryland
$1.13M +$799K +2,739 New
PAM
335
Panagora Asset Management
Massachusetts
$1.12M -$4.38M -15,003 -85%
TI
336
Tidal Investments
Wisconsin
$1.12M -$28.6K -98 -3%
BBHC
337
Brown Brothers Harriman & Co
New York
$1.12M
PAG
338
Private Advisor Group
New Jersey
$1.12M -$84K -288 -10%
CAM
339
Cresset Asset Management
Illinois
$1.11M +$787K +2,698 New
Calamos Advisors
340
Calamos Advisors
Illinois
$1.1M +$782K +2,681 New
PWM
341
Perigon Wealth Management
California
$1.1M +$18.4K +63 +2%
PFO
342
Pathstone Family Office
New Jersey
$1.05M +$732K +2,509 New
VWM
343
Venturi Wealth Management
Texas
$1.05M
GC
344
Guggenheim Capital
Illinois
$1.04M +$47.2K +162 +7%
Nomura Holdings
345
Nomura Holdings
Japan
$1.04M +$737K +2,528 New
LIA
346
LBMC Investment Advisors
Tennessee
$1.03M
SCA
347
Sassicaia Capital Advisers
New York
$1.03M +$729K +2,500 New
SFM
348
Soros Fund Management
New York
$1.03M +$729K +2,500 New
BAMCO Inc
349
BAMCO Inc
New York
$994K -$3.5K -12 -0.5%
QI
350
Qtron Investments
Massachusetts
$994K

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.