We are live on ! Find out more
MDB icon

MongoDB

737 hedge funds and large institutions have $23.5B invested in MongoDB in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 302 increasing their positions, 233 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 233

1% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 106

0.73% less ownership

Funds ownership: 90.93%90.2% (-0.73%)

1% less funds holding

Funds holding: 746737 (-9)

12% less capital invested

Capital invested by funds: $26.8B → $23.5B (-$3.29B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

53% less call options, than puts

Call options by funds: $1.18B | Put options by funds: $2.51B

Holders
737
Holders Change
-9
Holders Change %
-1.21%
% of All Funds
10.62%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.13%
New
107
Increased
302
Reduced
233
Closed
106
Calls
$1.18B
Puts
$2.51B
Net Calls
-$1.33B
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$160M +$94.8M +232,101 +109%
Northern Trust
27
Northern Trust
Illinois
$157M -$3.23M -7,913 -2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$142M -$9.2M -22,511 -5%
Amundi
29
Amundi
France
$142M -$18M -44,024 -9%
Legal & General Group
30
Legal & General Group
United Kingdom
$132M +$3.66M +8,966 +3%
Macquarie Group
31
Macquarie Group
Australia
$126M +$51.8M +126,717 +56%
UBS AM
32
UBS AM
Illinois
$110M +$1.34M +3,268 +1%
Goldman Sachs
33
Goldman Sachs
New York
$109M -$23.4M -57,358 -16%
AM
34
Atreides Management
Massachusetts
$106M +$120M +294,577 New
Barclays
35
Barclays
United Kingdom
$104M +$21.3M +52,212 +22%
Squarepoint
36
Squarepoint
New York
$104M +$47.3M +115,857 +67%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$98.5M +$26.1M +63,880 +30%
William Blair & Company
38
William Blair & Company
Illinois
$97.3M +$4.44M +10,873 +4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$93.9M -$12.7M -31,019 -11%
Charles Schwab
40
Charles Schwab
California
$92.5M +$3.54M +8,673 +3%
Swedbank
41
Swedbank
Sweden
$91.9M +$27.4M +67,077 +35%
Alyeska Investment Group
42
Alyeska Investment Group
Illinois
$89.9M +$102M +250,700 New
AI
43
Axiom Investors
Connecticut
$88.7M -$52.9M -129,366 -34%
Ensign Peak Advisors
44
Ensign Peak Advisors
Utah
$88.4M +$50.1M +122,570 +99%
AllianceBernstein
45
AllianceBernstein
Tennessee
$85.9M -$8.5M -20,816 -8%
PCH
46
Polar Capital Holdings
United Kingdom
$84.6M -$46M -112,556 -32%
CAM
47
Contour Asset Management
New York
$82.3M +$32.6M +79,802 +53%
Kayne Anderson Rudnick Investment Management
48
Kayne Anderson Rudnick Investment Management
California
$82.1M -$1.97M -4,813 -2%
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$81.9M +$1.67M +4,097 +2%
FAM
50
Fred Alger Management
New York
$81.1M +$8.1M +19,827 +10%

MDB Hedge Fund Activity: Q1 2024 in Review

737 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2024, worth a combined $23.5B — down 12% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new MDB positions and 106 closed out — a net gain of 1 holder — while 302 added to existing stakes and 233 trimmed.

The largest buyer was Jennison Associates, adding an estimated $225M. The largest seller was Morgan Stanley, cutting an estimated $564M.

  • 737 institutional investors held MongoDB (MDB) as of Q1 2024, down from 746 in Q4 2023.
  • Funds reported $23.5B of MongoDB stock for Q1 2024, down 12% quarter-over-quarter.
  • 107 funds opened new MongoDB positions in Q1 2024 and 106 closed out, a net change of +1 holder.
  • The largest MongoDB buyer in Q1 2024 was Jennison Associates, an estimated $225M added.
  • The largest MongoDB seller in Q1 2024 was Morgan Stanley, an estimated $564M sold.

Based on aggregated 13F filings for Q1 2024.