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MongoDB
MDB

527 hedge funds and large institutions have $14.8B invested in MongoDB in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 197 increasing their positions, 169 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 69

21% more capital invested

Capital invested by funds: $12.2B → $14.8B (+$2.55B)

17% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 169

1% more funds holding

Funds holding: 521 → 527 (+6)

1% more call options, than puts

Call options by funds: $952M | Put options by funds: $939M

0.79% more ownership

Funds ownership: 89.66% → 90.45% (+0.79%)

27% less funds holding in top 10

Funds holding in top 10: 15 → 11 (-4)

Holders
527
Holders Change
+6
Holders Change %
+1.15%
% of All Funds
8.4%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
84
Increased
197
Reduced
169
Closed
69
Calls
$952M
Puts
$939M
Net Calls
+$12.8M
Net Calls Change
+$6.37M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$267M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$188M
3
Invesco
Invesco
Georgia
+$126M
4
Marshall Wace
Marshall Wace
United Kingdom
+$124M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$114M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$114M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$112M
3
Millennium Management
Millennium Management
New York
-$105M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$96M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$55.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
51
Barclays
United Kingdom
$38.6M -$23M -109,401 -40%
AllianceBernstein
52
AllianceBernstein
Tennessee
$37.9M +$18.6M +88,564 +120%
Amundi
53
Amundi
France
$37.7M -$39.5M -188,282 -52%
SSA
54
Schonfeld Strategic Advisors
New York
$35.9M +$27.7M +132,196 +600%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$33.1M +$2.93M +13,977 +11%
Balyasny Asset Management
56
Balyasny Asset Management
Illinois
$32.3M +$28M +133,546 +2,573%
WRCM
57
Whale Rock Capital Management
Massachusetts
$31.8M -$20.3M -96,666 -42%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$31.7M +$7.89M +37,589 +38%
AIM
59
Allen Investment Management
New York
$29M – – –
ZCI
60
Zevenbergen Capital Investments
Washington
$28.2M -$21.9M -104,350 -46%
WI
61
Wafra Inc
New York
$27.5M -$17.3M -82,660 -41%
Ensign Peak Advisors
62
Ensign Peak Advisors
Utah
$27.4M +$1.06M +5,069 +4%
MAM
63
Melqart Asset Management
United Kingdom
$27M -$572K -2,725 -2%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$26.1M -$76.8K -366 -0.3%
National Pension Service
65
National Pension Service
South Korea
$25.1M – – –
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$23.9M -$3.99M -19,013 -16%
GCM
67
Glynn Capital Management
California
$23.7M +$6.38M +30,402 +43%
TCM
68
Tybourne Capital Management
Hong Kong
$23.5M +$6.93M +33,025 +49%
CCM
69
Cinctive Capital Management
New York
$20.5M +$18.4M +87,729 New
Primecap Management
70
Primecap Management
California
$20.4M +$152K +725 +0.8%
CS
71
Candriam SCA
Luxembourg
$20.2M +$53.5K +255 +0.3%
PAMP
72
Polar Asset Management Partners
Ontario, Canada
$19.3M +$7.86M +37,441 +82%
Dimensional Fund Advisors
73
Dimensional Fund Advisors
Texas
$19M +$6.3K +30 +0%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$18.8M +$1.06M +5,060 +7%
Deutsche Bank
75
Deutsche Bank
Germany
$18.6M -$44.3M -211,143 -73%
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MDB Hedge Fund Activity: Q1 2023 in Review

527 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2023, worth a combined $14.8B — up 21% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new MDB positions and 69 closed out — a net gain of 15 holders — while 197 added to existing stakes and 169 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $267M. The largest seller was Renaissance Technologies, cutting an estimated $114M.

  • 527 institutional investors held MongoDB (MDB) as of Q1 2023, up from 521 in Q4 2022.
  • Funds reported $14.8B of MongoDB stock for Q1 2023, up 21% quarter-over-quarter.
  • 84 funds opened new MongoDB positions in Q1 2023 and 69 closed out, a net change of +15 holders.
  • The largest MongoDB buyer in Q1 2023 was JP Morgan Chase, an estimated $267M added.
  • The largest MongoDB seller in Q1 2023 was Renaissance Technologies, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2023.