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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
DBRC
451
D.B. Root & Company
Pennsylvania
$380K +$270K +925 New
CPC
452
Cookson Peirce & Co
Pennsylvania
$380K +$269K +924 New
FMAEN1
453
Fund Management at Engine No 1
California
$375K +$266K +912 New
BPA
454
Beacon Pointe Advisors
California
$373K +$265K +908 New
VanEck Associates
455
VanEck Associates
New York
$364K +$258K +886 New
DJYG
456
David J. Yvars Group
Florida
$361K +$256K +879 New
AIM
457
Achmea Investment Management
Netherlands
$361K +$216K +741 +541%
FDCDDQ
458
Federation des caisses Desjardins du Quebec
Quebec, Canada
$355K -$8.17K -28 -3%
MYLI
459
Meiji Yasuda Life Insurance
Japan
$349K +$248K +850 New
AT
460
American Trust
Kentucky
$349K +$247K +848 New
HPIA
461
Hamilton Point Investment Advisors
North Carolina
$346K +$246K +843 New
FIM
462
Freedom Investment Management
Connecticut
$346K +$245K +841 New
WS
463
Wedbush Securities
California
$342K -$58K -199 -19%
CIBC World Market
464
CIBC World Market
Ontario, Canada
$342K +$243K +833 New
BF
465
BOK Financial
Oklahoma
$342K -$5.54K -19 -2%
AWS
466
Atria Wealth Solutions
New York
$341K +$242K +830 New
AGA
467
Arkos Global Advisors
Texas
$337K +$239K +820 New
SI
468
Stephens Inc
Arkansas
$337K +$239K +819 New
AC
469
AWM Capital
Arizona
$329K +$233K +800 New
PWM
470
Prosperity Wealth Management
California
$325K +$230K +790 New
BC
471
Bridgefront Capital
Texas
$321K +$228K +782 New
OAM
472
Ostrum Asset Management
France
$319K +$292 +1 +0.1%
ATPW
473
Ashton Thomas Private Wealth
Arizona
$319K +$226K +776 New
MLM
474
Mount Lucas Management
Pennsylvania
$318K +$226K +774 New
VIA
475
Vident Investment Advisory
Georgia
$309K +$219K +752 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.