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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
SC
676
Sculptor Capital
New York
– -$1.7M -7,282 Closed
Fidelity International
677
Fidelity International
Bermuda
– -$1.2M -5,136 Closed
CWA
678
CM Wealth Advisors
Ohio
– -$918K -3,855 Closed
GCM
679
Greenland Capital Management
New York
– -$740K -3,176 Closed
IAS
680
IMA Advisory Services
Colorado
– -$606K -2,600 Closed
Rockefeller Capital Management
681
Rockefeller Capital Management
New York
– -$581K -2,493 Closed
ESCM
682
Echo Street Capital Management
New York
– -$506K -2,170 Closed
WAM
683
Weiss Asset Management
Massachusetts
– -$433K -1,856 Closed
IHG
684
Insight Holdings Group
New York
– -$420K -1,800 Closed
Axa
685
Axa
France
– -$366K -1,570 Closed
XT
686
XTX Topco
Cayman Islands
– -$320K -1,373 Closed
AS
687
AM Squared
Hong Kong
– -$280K -1,200 Closed
RFM
688
Royal Fund Management
Florida
– -$280K -1,200 Closed
WG
689
Winton Group
United Kingdom
– -$251K -1,078 Closed
DADC
690
D.A. Davidson & Co
Montana
– -$220K -945 Closed
BAM
691
Blueshift Asset Management
New Jersey
– -$217K -932 Closed
BAM
692
Belpointe Asset Management
Nevada
– -$193K -830 Closed
MAM
693
Meeder Asset Management
Ohio
– -$84.9K -364 Closed
TWA
694
TCI Wealth Advisors
Arizona
– -$56.4K -242 Closed
CA
695
Clearstead Advisors
Ohio
– -$36.1K -155 Closed
QPBE
696
Quintet Private Bank (Europe)
Luxembourg
– -$19.1K -82 Closed
EAM
697
Eventide Asset Management
Massachusetts
– -$18.9K -81 Closed
AAS
698
Ameritas Advisory Services
Nebraska
– -$10.5K -47 Closed
Loomis, Sayles & Company
699
Loomis, Sayles & Company
Massachusetts
– -$9K -39 Closed
FIA
700
FNY Investment Advisers
New York
– -$2K -11 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.