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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
DIM
376
DC Investments Management
Virginia
$287K +$258K +1,229 New
IAA
377
Independent Advisor Alliance
North Carolina
$285K +$257K +1,224 New
GCP
378
GSA Capital Partners
United Kingdom
$284K -$1.02M -4,884 -80%
CB
379
Commerce Bank
Missouri
$280K +$252K +1,201 New
RFM
380
Royal Fund Management
Florida
$280K -$189K -900 -43%
AS
381
AM Squared
Hong Kong
$280K +$63K +300 +33%
RA
382
Riverstone Advisors
Texas
$269K +$243K +1,156 New
BFG
383
Bleakley Financial Group
New Jersey
$267K +$12.2K +58 +5%
SS
384
Simplicity Solutions
Minnesota
$267K +$240K +1,144 New
Nisa Investment Advisors
385
Nisa Investment Advisors
Missouri
$266K -$1.93M -9,200 -89%
SW
386
SVB Wealth
Massachusetts
$261K +$235K +1,120 New
SC
387
Sepio Capital
Utah
$259K -$14.7K -70 -6%
KAS
388
Kestra Advisory Services
Texas
$259K +$19.3K +92 +9%
CPIG
389
Chicago Partners Investment Group
Illinois
$257K +$241K +1,149 New
FB
390
Fulton Bank
Pennsylvania
$256K +$230K +1,097 New
WG
391
Winton Group
United Kingdom
$251K +$226K +1,078 New
MOACM
392
Mutual of America Capital Management
New York
$250K – – –
WS
393
Wedbush Securities
California
$240K +$216K +1,031 New
CA
394
Crewe Advisors
Utah
$240K -$1.26K -6 -0.6%
CL
395
Choreo LLC
Illinois
$234K +$211K +1,005 New
AIM
396
Anchor Investment Management
South Carolina
$233K – – –
AIG
397
American International Group
New York
$230K -$6.09K -29 -3%
DADC
398
D.A. Davidson & Co
Montana
$220K -$210K -1,000 -51%
BAM
399
Blueshift Asset Management
New Jersey
$217K +$196K +932 New
SGA
400
Seaport Global Advisors
Massachusetts
$213K -$99.7K -475 -34%
14 15
16
17 18

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.