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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
PCM
426
Prelude Capital Management
New York
$499K +$354K +1,213 New
WBC
427
Westpac Banking Corp
Australia
$496K -$2.7M -9,271 -88%
LSA
428
Leonteq Securities AG
Switzerland
$494K -$138K -473 -28%
CPM
429
Connective Portfolio Management
New York
$494K +$350K +1,200 New
FB
430
Fulton Bank
Pennsylvania
$486K +$25.1K +86 +8%
BFG
431
Bleakley Financial Group
New Jersey
$481K +$7.58K +26 +2%
SS
432
Simplicity Solutions
Minnesota
$480K +$7.29K +25 +2%
CCG
433
Capital CS Group
California
$479K +$340K +1,166 New
RA
434
Riverstone Advisors
Texas
$473K -$1.75K -6 -0.5%
EI
435
Ellevest Inc
New York
$462K +$200K +686 +157%
SC
436
Sepio Capital
Utah
$459K +$1.17K +4 +0.4%
MOACM
437
Mutual of America Capital Management
New York
$455K +$10.2K +35 +3%
IA
438
IFP Advisors
Florida
$454K -$37K -127 -10%
CL
439
CSS LLC
Illinois
$452K +$321K +1,100 New
DU
440
Delphia (USA)
Ontario, Canada
$451K -$498K -1,709 -61%
DAM
441
Draper Asset Management
New York
$433K +$307K +1,053 New
CL
442
Choreo LLC
Illinois
$427K +$10.2K +35 +3%
IAS
443
Insigneo Advisory Services
Florida
$427K +$40.2K +138 +15%
WWM
444
Western Wealth Management
Colorado
$413K -$337K -1,157 -54%
TA
445
Trivest Advisors
Hong Kong
$411K +$292K +1,000 New
CA
446
Crewe Advisors
Utah
$411K -$8.46K -29 -3%
CCM
447
CloudAlpha Capital Management
Hong Kong
$411K +$292K +1,000 New
PC
448
Pier Capital
Connecticut
$406K +$288K +988 New
CGL
449
Clarius Group LLC
Washington
$399K -$114K -390 -29%
AAS
450
Avantax Advisory Services
Texas
$380K +$270K +925 New

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.