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MongoDB
MDB

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: 11 → 28 (+17)

77% more capital invested

Capital invested by funds: $14.8B → $26.1B (+$11.4B)

26% more funds holding

Funds holding: 527 → 662 (+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

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$579M
2
Morgan Stanley
Morgan Stanley
New York
+$232M
3
BlackRock
BlackRock
New York
+$157M
4
TC
Tairen Capital
Hong Kong
+$144M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$118M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$747M
2
Capital World Investors
Capital World Investors
California
-$201M
3
Holocene Advisors
Holocene Advisors
New York
-$129M
4
DCM
Dorsal Capital Management
California
-$115M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
601
Park Place Capital
Alabama
$18.9K -$2.63K -9 -16%
CFD
602
Creative Financial Designs
Indiana
$18.5K +$13.1K +45 New
C
603
Covestor
United Kingdom
$18K -$292 -1 -2%
RA
604
Rise Advisors
New York
$16.9K -$3.5K -12 -23%
IGWM
605
ICA Group Wealth Management
Colorado
$16.4K – – –
FRA
606
Front Row Advisors
California
$16K +$11.7K +40 New
NCM
607
Northwest Capital Management
Oregon
$15.6K +$11.1K +38 New
SPIA
608
Steward Partners Investment Advisory
New York
$14.8K -$6.13K -21 -37%
CPG
609
Cornerstone Planning Group
New Jersey
$14.8K +$10.5K +36 New
LOIM
610
Liberty One Investment Management
Illinois
$13.6K – – –
ITFISA
611
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$12.3K – – –
BIA
612
Bell Investment Advisors
California
$12.3K +$2.33K +8 +36%
HNB
613
Huntington National Bank
Ohio
$11.9K +$3.5K +12 +71%
MIM
614
Macroview Investment Management
Maryland
$11.9K +$8.46K +29 New
WTG
615
West Tower Group
Virginia
$11.9K +$8.46K +29 New
EARNEST Partners
616
EARNEST Partners
Georgia
$11.5K – – –
GWS
617
Glassman Wealth Services
Virginia
$11.5K +$2.04K +7 +33%
SIC
618
Salem Investment Counselors
North Carolina
$10.7K +$4.38K +15 +136%
ZB
619
Zions Bancorporation
Utah
$9.86K +$2.33K +8 +50%
NC
620
NewSquare Capital
Pennsylvania
$9.45K -$5.25K -18 -44%
HFS
621
Hantz Financial Services
Michigan
$9K – – –
FA
622
Fiduciary Alliance
South Carolina
$8.22K +$5.83K +20 New
GBT
623
Grove Bank & Trust
Florida
$7.4K – – –
2L
624
25 LLC
Missouri
$6.92K +$583 +2 +13%
TVWM
625
Tower View Wealth Management
Wisconsin
$6K +$4.38K +15 New
23 24
25
26 27

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.