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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
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$984K +$46.7K +160 +7%
AWS
352
AJ Wealth Strategies
New York
$982K +$8.17K +28 +1%
Optiver Holding
353
Optiver Holding
Netherlands
$970K +$689K +2,361 New
V
354
Veritable
Delaware
$954K +$9.62K +33 +1%
American Century Companies
355
American Century Companies
Missouri
$952K +$171K +586 +34%
QT
356
Quantbot Technologies
New York
$952K +$676K +2,317 New
PNC Financial Services Group
357
PNC Financial Services Group
Pennsylvania
$949K +$30.3K +104 +5%
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$948K +$583 +2 +0.1%
CF
359
Centaurus Financial
California
$945K -$701K -2,403 -51%
Corient Private Wealth
360
Corient Private Wealth
Florida
$940K -$525K -1,801 -44%
JIC
361
Joel Isaacson & Co
New York
$930K -$11.7K -40 -2%
EFM
362
E Fund Management
China
$928K +$659K +2,258 New
Assenagon Asset Management
363
Assenagon Asset Management
Luxembourg
$920K +$9.33K +32 +1%
VA
364
Valmark Advisers
Ohio
$912K +$647K +2,218 New
HVCM
365
Hel Ved Capital Management
Hong Kong
$903K +$641K +2,197 New
PVI
366
Pine Valley Investments
New Jersey
$880K +$624K +2,141 New
M1FG
367
Mach-1 Financial Group
Arkansas
$879K +$624K +2,139 New
CC
368
Corton Capital
Ontario, Canada
$875K -$389K -1,335 -39%
HF
369
HRT Financial
New York
$874K +$620K +2,127 New
PP
370
Paloma Partners
Connecticut
$874K +$620K +2,126 New
GCP
371
GSA Capital Partners
United Kingdom
$868K +$260K +893 +73%
Brown Advisory
372
Brown Advisory
Maryland
$865K
CIC
373
Carnegie Investment Counsel
Ohio
$858K -$18.7K -64 -3%
VIM
374
Vinva Investment Management
Australia
$854K +$31.2K +107 +5%
KeyBank National Association
375
KeyBank National Association
Ohio
$836K +$34.4K +118 +6%

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.