We are live on ! Find out more

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
BCWM
576
Bartlett & Co Wealth Management
Ohio
$41.1K
CTC
577
Central Trust Company
Missouri
$41.1K
LS
578
Livforsakringsbolaget Skandia
Sweden
$41.1K
BC
579
Bartlett & Co
Ohio
$41K
PFBT
580
Parkside Financial Bank & Trust
Missouri
$38.6K +$17.5K +60 +176%
ATC
581
Adirondack Trust Company
New York
$37.3K
CHA
582
Carmichael Hill & Associates
Maryland
$37K
JWM
583
Janiczek Wealth Management
Colorado
$35.3K
SSB
584
Sandy Spring Bank
Maryland
$34.9K
MA
585
Montag & Associates
Georgia
$32.9K -$292 -1 -1%
FFC
586
First Financial Corp
Indiana
$32.9K
CAL
587
Capital Advisors Ltd
Ohio
$28K +$11.1K +38 +131%
RTC
588
Riverview Trust Company
Washington
$27.9K
KFP
589
KB Financial Partners
New Jersey
$27K +$19K +65 New
GWSG
590
GPS Wealth Strategies Group
Colorado
$25.9K +$18.4K +63 New
KTC
591
Kistler-Tiffany Companies
Pennsylvania
$25.5K
PTC
592
Private Trust Company
Ohio
$25.5K +$2.63K +9 +17%
SF
593
Safeguard Financial
Wisconsin
$24K +$17.2K +59 New
QL
594
Quarry LP
New York
$23.8K +$16.9K +58 New
RCM
595
Raleigh Capital Management
North Carolina
$23.4K +$1.46K +5 +10%
WPWM
596
Western Pacific Wealth Management
Illinois
$22.6K +$16K +55 New
FFL
597
Financial Freedom LLC
Ohio
$21.8K
Credit Agricole
598
Credit Agricole
France
$21K +$14.9K +51 New
SS
599
Sunbelt Securities
Texas
$20.1K
HCP
600
Hexagon Capital Partners
Arkansas
$19.7K -$292 -1 -2%

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.