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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
BAMF
401
BI Asset Management Fondsmaeglerselskab
Denmark
$642K +$353K +1,209 +343%
S
402
SignatureFD
Georgia
$637K -$4.67K -16 -1%
SFG
403
Synergy Financial Group
California
$632K
Robeco Institutional Asset Management
404
Robeco Institutional Asset Management
Netherlands
$613K +$36.5K +125 +9%
FTDI
405
First Trust Direct Indexing
Massachusetts
$611K +$23.6K +81 +6%
TWC
406
TD Waterhouse Canada
Ontario, Canada
$600K -$875 -3 -0.2%
IAA
407
Independent Advisor Alliance
North Carolina
$591K +$62.7K +215 +18%
SW
408
SVB Wealth
Massachusetts
$584K +$87.8K +301 +27%
LA
409
LBP AM
France
$579K +$411K +1,410 New
KCM
410
Kornitzer Capital Management
Kansas
$575K
SAM
411
Shell Asset Management
Netherlands
$567K -$10.8K -37 -3%
MNBTD
412
Moody National Bank Trust Division
Texas
$553K +$11.1K +38 +3%
HT
413
Headlands Technologies
Illinois
$549K +$390K +1,337 New
LNWWM
414
Laird Norton Wetherby Wealth Management
California
$533K -$583 -2 -0.2%
IWC
415
Integrated Wealth Concepts
Massachusetts
$531K +$377K +1,293 New
MFAM
416
Motley Fool Asset Management
Virginia
$529K +$376K +1,288 New
PA
417
Parallel Advisors
California
$526K -$16.9K -58 -4%
NYLIM
418
New York Life Investment Management
New York
$525K -$19.2K -66 -5%
CC
419
Cipher Capital
New York
$524K +$372K +1,274 New
QC
420
QCM Cayman
Texas
$519K +$368K +1,263 New
BCV
421
Banque Cantonale Vaudoise
Switzerland
$512K -$40.8K -140 -10%
DIM
422
DC Investments Management
Virginia
$505K
OR
423
Olympiad Research
Connecticut
$505K -$187K -642 -34%
AIG
424
American International Group
New York
$502K +$68.2K +234 +24%
O
425
Ossiam
France
$499K +$199K +684 +129%

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.