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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
MPWT
626
MassMutual Private Wealth & Trust
Connecticut
$5.75K +$583 +2 +17%
VCM
627
Versant Capital Management
Arizona
$5.34K +$875 +3 +30%
AA
628
Ancora Advisors
Ohio
$4.93K – – –
RFG
629
RFP Financial Group
Georgia
$4.93K – – –
HI
630
Harbour Investments
Wisconsin
$4.93K +$292 +1 +9%
AWM
631
Atticus Wealth Management
Florida
$4.52K – – –
TFP
632
Tilia Fiduciary Partners
North Carolina
$4.11K – – –
AW
633
Avion Wealth
Texas
$4K +$3.21K +11 +1,100%
BCMLT
634
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.7K – – –
JWA
635
JFS Wealth Advisors
Pennsylvania
$3.7K – – –
PMFA
636
Plante Moran Financial Advisors
Michigan
$3.29K +$2.33K +8 New
PO
637
Private Ocean
California
$2.88K – – –
FCAG
638
First Capital Advisors Group
New Jersey
$2.88K +$2.04K +7 New
SWA
639
Sutton Wealth Advisors
Florida
$2.47K – – –
AFG
640
Albion Financial Group
Utah
$2.47K +$1.75K +6 New
BAAM
641
Baker Avenue Asset Management
California
$2.06K – – –
WWM
642
Wolff Wiese Magana
California
$2.06K – – –
BBPWM
643
Blue Bell Private Wealth Management
Pennsylvania
$1.64K – – –
GI
644
Gradient Investments
Minnesota
$1.64K +$1.17K +4 New
IPW
645
Impact Partnership Wealth
Georgia
$1.64K +$1.17K +4 New
SIS
646
Sound Income Strategies
Florida
$1.64K +$1.17K +4 New
AWM
647
Avior Wealth Management
Nebraska
$1.64K -$428K -1,466 -100%
FGAM
648
Financial Gravity Asset Management
Texas
$1.61K +$120K +411 New
BWM
649
BerganKDV Wealth Management
Minnesota
$1.23K -$292 -1 -25%
M
650
MOTCO
Texas
$1.23K +$875 +3 New
24 25
26
27 28

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.