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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
ETC
376
Exchange Traded Concepts
Oklahoma
$793K +$76.1K +261 +16%
WF
377
WoodTrust Financial
Wisconsin
$791K
GCM
378
Graham Capital Management
Connecticut
$780K +$60.4K +207 +12%
ClearBridge Investments
379
ClearBridge Investments
New York
$767K -$470K -1,611 -46%
Janney Montgomery Scott
380
Janney Montgomery Scott
Pennsylvania
$760K -$253K -868 -32%
MGP
381
Metis Global Partners
California
$747K -$82.2K -282 -13%
AC
382
Avestar Capital
New York
$746K +$1.46K +5 +0.3%
GCC
383
Guardian Capital (Canada)
Ontario, Canada
$740K -$114K -390 -18%
AIMCA
384
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$740K
RIA
385
Regal Investment Advisors
Michigan
$735K +$157K +540 +43%
TSWM
386
Tyler-Stone Wealth Management
Ohio
$735K +$522K +1,789 New
JSC
387
Jackson Square Capital
California
$718K +$23K +79 +5%
TMAM
388
Tokio Marine Asset Management
Japan
$713K -$10.2K -35 -2%
Squarepoint
389
Squarepoint
New York
$709K +$503K +1,726 New
PA
390
Paragon Advisors
Texas
$709K -$3.88M -13,310 -89%
WP
391
Waycross Partners
Kentucky
$709K +$503K +1,725 New
KA
392
Kovack Advisors
Florida
$706K +$65.9K +226 +15%
KAS
393
Kestra Advisory Services
Texas
$693K +$167K +574 +52%
HPC
394
HM Payson & Co
Maine
$688K
BRWA
395
B. Riley Wealth Advisors
Florida
$676K +$54.8K +188 +13%
CG
396
Cutler Group
California
$669K -$633K -2,170 -57%
VI
397
Vestcor Inc
New Brunswick, Canada
$659K
CAN
398
Cetera Advisor Networks
California
$649K +$33K +113 +8%
SPA
399
Sherbrooke Park Advisers
New York
$646K +$459K +1,573 New
BMSSC
400
B. Metzler seel. Sohn & Co
Germany
$645K +$76.1K +261 +20%

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.