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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
Neuberger Berman Group
76
Neuberger Berman Group
New York
$43.4M -$9.14M -31,333 -23%
AG
77
Avala Global
New York
$40.3M +$28.6M +98,100 New
National Pension Service
78
National Pension Service
South Korea
$40.2M -$4.35M -14,902 -13%
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$39.3M -$1.94M -6,660 -7%
WRCM
80
Whale Rock Capital Management
Massachusetts
$39.2M -$11.9M -40,823 -30%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$38.3M +$3.61M +12,364 +15%
SG Americas Securities
82
SG Americas Securities
New York
$38.1M +$27M +92,701 New
TCM
83
Tybourne Capital Management
Hong Kong
$36.1M -$3.71M -12,736 -13%
Dimensional Fund Advisors
84
Dimensional Fund Advisors
Texas
$36M +$1.8M +6,182 +8%
WI
85
Wafra Inc
New York
$35.2M -$9.39M -32,190 -27%
DCM
86
Driehaus Capital Management
Illinois
$34.9M +$3.97M +13,614 +19%
ZIM
87
Zacks Investment Management
Illinois
$32.5M +$428K +1,467 +2%
GCM
88
Glynn Capital Management
California
$32.1M -$6.9M -23,667 -23%
JMPWA
89
JP Morgan Private Wealth Advisors
California
$31.4M -$889K -3,047 -4%
Primecap Management
90
Primecap Management
California
$30.7M -$3.73M -12,800 -15%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$30.5M -$722K -2,474 -3%
Canada Life
92
Canada Life
Manitoba, Canada
$29M +$1.97M +6,761 +11%
Prudential Financial
93
Prudential Financial
New Jersey
$28.9M +$19M +65,279 +1,310%
SEI Investments
94
SEI Investments
Pennsylvania
$28.6M +$927K +3,179 +5%
CS
95
Credit Suisse
Switzerland
$28.3M +$1.13M +3,887 +6%
ONGA
96
O'Neil Global Advisors
California
$27.7M +$19.7M +67,492 New
Stifel Financial
97
Stifel Financial
Missouri
$26.9M +$383K +1,313 +2%
TI
98
Trexquant Investment
Connecticut
$26.6M +$11.1M +38,209 +144%
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.2M +$8.97M +30,758 +93%
N
100
Natixis
France
$26M +$12.5M +42,838 +211%
2 3
4
5 6

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.