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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
PWLP
476
Prio Wealth Limited Partnership
Massachusetts
$308K +$219K +750 New
AR
477
Advisory Research
Illinois
$307K +$218K +747 New
CT
478
Chicago Trust
Illinois
$306K +$217K +745 New
MF
479
Magnetar Financial
Illinois
$304K +$216K +740 New
BFM
480
Boothbay Fund Management
New York
$304K +$216K +739 New
API
481
Advisor Partners II
California
$303K +$215K +737 New
WC
482
Westwind Capital
New Mexico
$302K -$12.5K -43 -6%
YCM
483
Yousif Capital Management
Michigan
$299K +$212K +727 New
EWA
484
EP Wealth Advisors
California
$297K +$7.56M +25,909 New
WI
485
Wintrust Investments
Illinois
$296K +$210K +721 New
CI
486
Cigna Investments
Connecticut
$294K +$209K +715 New
EFG
487
Everhart Financial Group
Ohio
$293K +$208K +714 New
AP
488
Appleton Partners
Massachusetts
$293K +$208K +712 New
CWM
489
Cornerstone Wealth Management
Missouri
$290K +$206K +706 New
CPIG
490
Chicago Partners Investment Group
Illinois
$289K -$124K -424 -37%
HFM
491
Harvest Fund Management
China
$289K
SGA
492
Seaport Global Advisors
Massachusetts
$288K -$61.8K -212 -23%
HG
493
Herbst Group
Connecticut
$288K +$204K +700 New
FP
494
Financial Perspectives
Minnesota
$286K
WC
495
Waterloo Capital
Texas
$286K +$203K +696 New
FA
496
FDx Advisors
Illinois
$286K +$203K +695 New
SC
497
Shay Capital
New York
$286K +$203K +695 New
AFAS
498
Acorn Financial Advisory Services
Virginia
$279K +$198K +679 New
MFA
499
Mayflower Financial Advisors
Massachusetts
$277K +$196K +673 New
MYAM
500
Meiji Yasuda Asset Management
Japan
$275K +$195K +670 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.