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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
AAM
551
Advisors Asset Management
Colorado
$101K -$31.8K -109 -31%
FHA
552
First Horizon Advisors
Tennessee
$93.7K
EWA
553
EverSource Wealth Advisors
Alabama
$82.2K -$9.92K -34 -15%
AA
554
Alta Advisers
United Kingdom
$82.2K
LC
555
Lindbrook Capital
California
$81.8K +$4.08K +14 +8%
DCM
556
Dupont Capital Management
Delaware
$77.7K -$6.42K -22 -10%
CI Investments Inc
557
CI Investments Inc
Ontario, Canada
$77K +$3.21K +11 +6%
EC
558
Elequin Capital
New York
$67K +$47.5K +163 New
HIIFS
559
Harel Insurance Investments & Financial Services
Israel
$66K -$2.92K -10 -6%
MCM
560
Manchester Capital Management
Vermont
$63.3K +$292 +1 +0.7%
SCA
561
Stonebridge Capital Advisors
Minnesota
$61.6K
Simplex Trading
562
Simplex Trading
Illinois
$61K -$14M -48,168 -100%
Pacer Advisors
563
Pacer Advisors
Pennsylvania
$57.5K +$26K +89 +175%
UB
564
UMB Bank
Missouri
$56.3K
AA
565
AlphaCentric Advisors
Puerto Rico
$56.3K +$40K +137 New
LWP
566
Lumature Wealth Partners
Georgia
$55.1K
GRP
567
Global Retirement Partners
California
$54.3K -$583 -2 -1%
CT
568
Cambridge Trust
Massachusetts
$53.4K
AWM
569
Abound Wealth Management
Tennessee
$52.2K +$875 +3 +2%
FA
570
Financial Avengers
California
$49.3K
CFGS
571
Concourse Financial Group Securities
Alabama
$46.9K -$10.2K -35 -23%
CFO
572
CVA Family Office
Colorado
$45.2K
DJSG
573
D.J. St. Germain
Massachusetts
$45.2K +$32.1K +110 New
AF
574
Advisornet Financial
Minnesota
$44.8K +$875 +3 +3%
CAS
575
Coppell Advisory Solutions
Texas
$43.1K +$31.2K +107 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.