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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
WA
501
Wealth Alliance
New York
$275K +$195K +669 New
PFS
502
Prospera Financial Services
Texas
$267K +$189K +649 New
PCIA
503
Prime Capital Investment Advisors
Kansas
$266K +$189K +648 New
RJT
504
Raymond James Trust
Florida
$262K +$186K +639 New
OWM
505
OneAscent Wealth Management
Alabama
$259K +$183K +629 New
KWA
506
Kingswood Wealth Advisors
California
$257K +$182K +625 New
NPA
507
Nichols & Pratt Advisers
Massachusetts
$247K +$175K +600 New
DC
508
Diametric Capital
Massachusetts
$245K +$174K +595 New
SFA
509
Sequoia Financial Advisors
Ohio
$244K +$173K +594 New
FCM
510
Fortis Capital Management
Washington
$243K +$172K +591 New
HWM
511
HB Wealth Management
Georgia
$238K +$169K +580 New
ProShare Advisors
512
ProShare Advisors
Maryland
$238K +$169K +578 New
VNA
513
Valley National Advisers
Pennsylvania
$231K -$1.75K -6 -1%
VAS
514
Vestmark Advisory Solutions
Massachusetts
$229K +$163K +558 New
IP
515
Ignite Planners
California
$228K +$171K +587 New
CG
516
Caprock Group
Idaho
$222K +$158K +541 New
STA
517
Summit Trail Advisors
New York
$221K +$157K +538 New
Fifth Third Bancorp
518
Fifth Third Bancorp
Ohio
$221K +$292 +1 +0.2%
OFS
519
OneAscent Financial Services
Alabama
$220K +$156K +536 New
CA
520
Cetera Advisors
Colorado
$220K +$156K +535 New
SIA
521
Schechter Investment Advisors
Michigan
$219K +$155K +533 New
MAS
522
Meeder Advisory Services
Ohio
$217K +$154K +529 New
FT
523
Fiduciary Trust
Massachusetts
$215K +$153K +523 New
BWP
524
Baldwin Wealth Partners
Massachusetts
$212K
DWM
525
Dakota Wealth Management
Florida
$210K -$316K -1,084 -68%

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.