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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
BTI
651
Blue Trust Inc
Georgia
$1K -$583 -2 -40%
TFA
652
Transamerica Financial Advisors
Florida
$1K – – –
DI
653
Disciplined Investments
Oklahoma
$822 – – –
IFAM
654
Institutional & Family Asset Management
Colorado
$822 – – –
FSWA
655
Financial Synergies Wealth Advisors
Texas
$822 +$583 +2 New
SIC
656
SJS Investment Consulting
Ohio
$822 +$583 +2 New
AIM
657
Anchor Investment Management
South Carolina
$411 -$291K -999 -100%
RG
658
Retirement Group
California
$411 – – –
TWD
659
True Wealth Design
Ohio
$411 – – –
TFM
660
TFC Financial Management
Massachusetts
$411 +$292 +1 New
ECM
661
EMC Capital Management
Texas
$121 +$2.69M +9,227 +615%
Tiger Global Management
662
Tiger Global Management
New York
– -$50.5M -216,500 Closed
CCM
663
Cinctive Capital Management
New York
– -$20.5M -87,729 Closed
PAMP
664
Polar Asset Management Partners
Ontario, Canada
– -$19.3M -82,841 Closed
Alyeska Investment Group
665
Alyeska Investment Group
Illinois
– -$12.3M -52,828 Closed
AGP
666
Akaris Global Partners
New York
– -$8.92M -38,282 Closed
IMRF
667
Illinois Municipal Retirement Fund
Illinois
– -$7.07M -30,313 Closed
TC
668
TwinBeech Capital
New York
– -$6M -25,755 Closed
SH
669
SeaTown Holdings
Singapore
– -$5.83M -25,000 Closed
IMPI
670
Ilmarinen Mutual Pension Insurance
Finland
– -$4.96M -21,285 Closed
FHCM
671
Force Hill Capital Management
New York
– -$4.34M -18,600 Closed
Connor, Clark & Lunn Investment Management (CC&L)
672
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.95M -16,946 Closed
Adage Capital Partners
673
Adage Capital Partners
Massachusetts
– -$3.5M -15,000 Closed
YIH
674
Y-Intercept (HK)
Hong Kong
– -$2.59M -11,113 Closed
TG
675
TCW Group
California
– -$2.47M -10,580 Closed
25 26
27
28 29

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.