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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: 521527 (+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: 1511 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
26
TD Asset Management
Ontario, Canada
$103M -$55.5M -264,629 -37%
Northern Trust
27
Northern Trust
Illinois
$103M +$1.45M +6,886 +2%
UBS AM
28
UBS AM
Illinois
$98.3M +$19.1M +91,248 +28%
Citadel Advisors
29
Citadel Advisors
Florida
$93.4M +$73.8M +351,479 +712%
William Blair Investment Management
30
William Blair Investment Management
Illinois
$90M -$299K -1,423 -0.4%
Legal & General Group
31
Legal & General Group
United Kingdom
$89.9M +$2.34M +11,148 +3%
Westfield Capital Management
32
Westfield Capital Management
Massachusetts
$89.5M -$42.4M -202,027 -34%
CIP
33
Champlain Investment Partners
Vermont
$89.2M +$80.3M +382,449 New
Renaissance Technologies
34
Renaissance Technologies
New York
$87.7M -$114M -542,000 -59%
Ameriprise
35
Ameriprise
Minnesota
$79.8M -$29.1M -138,705 -29%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$77.4M +$1.09M +5,188 +2%
Swiss National Bank
37
Swiss National Bank
Switzerland
$63.6M -$881K -4,200 -2%
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$62.8M -$96M -457,686 -63%
N
39
Nuveen
North Carolina
$57.8M -$10.2M -48,811 -16%
William Blair & Company
40
William Blair & Company
Illinois
$57.8M +$15M +71,273 +40%
CAM
41
Contour Asset Management
New York
$56.9M +$15.4M +73,566 +43%
Charles Schwab
42
Charles Schwab
California
$53.5M +$1.12M +5,331 +2%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$51.8M +$13.4M +63,760 +40%
Tiger Global Management
44
Tiger Global Management
New York
$50.5M -$2.39M -11,400 -5%
Millennium Management
45
Millennium Management
New York
$50M -$105M -500,016 -70%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$49.6M -$5.76M -27,449 -11%
Kayne Anderson Rudnick Investment Management
47
Kayne Anderson Rudnick Investment Management
California
$48.6M +$10.5M +49,900 +31%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$46.4M -$453K -2,158 -1%
SPPAM
49
Summit Partners Public Asset Management
Massachusetts
$41.5M +$37.4M +178,199 New
PCH
50
Polar Capital Holdings
United Kingdom
$38.8M -$19.8M -94,305 -36%

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.