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MongoDB
MDB

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: 11 → 28 (+17)

77% more capital invested

Capital invested by funds: $14.8B → $26.1B (+$11.4B)

26% more funds holding

Funds holding: 527 → 662 (+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

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$579M
2
Morgan Stanley
Morgan Stanley
New York
+$232M
3
BlackRock
BlackRock
New York
+$157M
4
TC
Tairen Capital
Hong Kong
+$144M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$118M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$747M
2
Capital World Investors
Capital World Investors
California
-$201M
3
Holocene Advisors
Holocene Advisors
New York
-$129M
4
DCM
Dorsal Capital Management
California
-$115M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$168M +$118M +404,197 +10,939%
Legal & General Group
27
Legal & General Group
United Kingdom
$160M +$1.17M +4,000 +1%
Citigroup
28
Citigroup
New York
$157M +$97.7M +335,091 +716%
First Trust Advisors
29
First Trust Advisors
Illinois
$155M -$23.8M -81,727 -18%
Ameriprise
30
Ameriprise
Minnesota
$150M +$6.68M +22,891 +7%
Amundi
31
Amundi
France
$148M +$53.3M +182,720 +103%
Citadel Advisors
32
Citadel Advisors
Florida
$143M -$15.3M -52,567 -13%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$140M -$30M -102,695 -23%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$136M -$257K -881 -0.3%
DCM
35
Dorsal Capital Management
California
$119M -$115M -395,000 -58%
AllianceBernstein
36
AllianceBernstein
Tennessee
$109M +$29.7M +101,804 +63%
William Blair & Company
37
William Blair & Company
Illinois
$107M +$3.72M +12,746 +5%
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$104M -$4.6M -15,778 -6%
Swiss National Bank
39
Swiss National Bank
Switzerland
$104M -$5.77M -19,800 -7%
Holocene Advisors
40
Holocene Advisors
New York
$103M -$129M -441,083 -64%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$103M +$11.1M +38,212 +18%
Bank of America
42
Bank of America
North Carolina
$99.8M -$93.8M -321,569 -57%
Kayne Anderson Rudnick Investment Management
43
Kayne Anderson Rudnick Investment Management
California
$99.2M +$9.63M +33,004 +16%
UBS AM
44
UBS AM
Illinois
$98.3M – – –
Charles Schwab
45
Charles Schwab
California
$96.7M +$1.72M +5,903 +3%
FCM
46
Frontier Capital Management
Massachusetts
$95.1M +$57.2M +196,211 +557%
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$89.5M -$1.3M -4,450 -2%
PCH
48
Polar Capital Holdings
United Kingdom
$86.1M +$12.6M +43,051 +26%
Lord, Abbett & Co
49
Lord, Abbett & Co
New Jersey
$86M +$61.1M +209,369 New
N
50
Nuveen
North Carolina
$86M -$11.3M -38,585 -16%
1
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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.