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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
NCM
526
Northside Capital Management
Oregon
$210K +$149K +510 New
NFSG
527
Newbridge Financial Services Group
Florida
$208K -$6.13K -21 -4%
KAM
528
Karani Asset Management
New York
$207K -$579K -1,986 -80%
RFP
529
Roth Financial Partners
Texas
$205K +$146K +500 New
UM
530
UniSuper Management
Australia
$205K +$146K +500 New
Bessemer Group
531
Bessemer Group
New Jersey
$204K +$145K +496 New
AF
532
Allworth Financial
California
$203K -$5.83K -20 -4%
TC
533
Truvestments Capital
Florida
$202K -$46.1K -158 -24%
TAM
534
Tealwood Asset Management
Minnesota
$202K +$143K +491 New
PIA
535
Perennial Investment Advisors
California
$201K -$29.2K -100 -17%
MSWM
536
McGlone Suttner Wealth Management
Wisconsin
$201K +$143K +489 New
QC
537
Quent Capital
New York
$176K +$583 +2 +0.5%
QCG
538
Quadrant Capital Group
Ohio
$160K -$1.17K -4 -1%
FFA
539
Farther Finance Advisors
California
$160K +$4.67K +16 +4%
SWM
540
Spire Wealth Management
Virginia
$160K
LWCFA
541
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$156K
Northwestern Mutual Wealth Management
542
Northwestern Mutual Wealth Management
Wisconsin
$156K +$79.9K +274 +261%
HCM
543
Hollencrest Capital Management
California
$146K +$104K +355 New
EMFAT
544
Emerald Mutual Fund Advisers Trust
Pennsylvania
$145K +$103K +352 New
NA
545
NewEdge Advisors
Louisiana
$144K +$75K +257 +276%
LWANC
546
Laurel Wealth Advisors (North Carolina)
North Carolina
$125K
PAI
547
Pittenger & Anderson Inc
Nebraska
$125K +$14.6K +50 +20%
CC
548
Centiva Capital
New York
$120K +$28K +96 +49%
GWM
549
Geneos Wealth Management
Colorado
$120K +$29.2K +100 +52%
FWM
550
Focused Wealth Management
New York
$103K +$72.9K +250 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.