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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
RCMU
176
Rokos Capital Management (UK)
United Kingdom
$7.9M -$810K -2,777 -13%
ASRS
177
Arizona State Retirement System
Arizona
$7.86M -$251K -861 -4%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$7.72M +$90.4K +310 +2%
PWP
179
Pursue Wealth Partners
California
$7.52M +$822K +2,817 +18%
WMSA
180
Weiss Multi-Strategy Advisers
New York
$7.4M +$5.25M +18,000 New
Nomura Asset Management
181
Nomura Asset Management
Japan
$7.38M +$507K +1,737 +11%
Toronto Dominion Bank
182
Toronto Dominion Bank
Ontario, Canada
$7.04M -$573K -1,966 -10%
EAM
183
EFG Asset Management
Oregon
$6.83M -$681K -2,336 -12%
Mirae Asset Global Investments
184
Mirae Asset Global Investments
South Korea
$6.7M +$4.76M +16,312 New
SSA
185
Schonfeld Strategic Advisors
New York
$6.62M -$40.3M -138,105 -90%
MCM
186
Maytus Capital Management
New York
$6.58M -$1.46M -5,000 -24%
SC
187
Slow Capital
California
$6.45M -$1M -3,444 -18%
Aberdeen Group
188
Aberdeen Group
United Kingdom
$6.42M +$1.05M +3,596 +30%
WTC
189
WhitTier Trust Company
Nevada
$6.3M +$77.6K +266 +2%
BCM
190
Bayesian Capital Management
New York
$6.23M +$4.42M +15,151 New
FAF
191
Fjarde Ap-fonden
Sweden
$6.12M -$992K -3,400 -19%
SCA
192
Snowden Capital Advisors
New York
$6.06M +$3.39M +11,609 +371%
MWVC
193
Morgens Waterfall Vintiadis & Co
New York
$6M +$4.26M +14,600 New
Osaic Holdings
194
Osaic Holdings
Arizona
$5.88M +$1.35M +4,640 +48%
II
195
IFM Investors
Australia
$5.76M +$540K +1,853 +15%
AQR Capital Management
196
AQR Capital Management
Connecticut
$5.72M +$1.35M +4,627 +50%
Skandinaviska Enskilda Banken (SEB)
197
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.7M +$542K +1,860 +16%
SCM
198
Sandler Capital Management
New York
$5.69M +$4.04M +13,838 New
BC
199
Brookfield Corp
Ontario, Canada
$5.43M +$1.22M +4,170 +46%
UIM
200
USS Investment Management
United Kingdom
$5.41M +$140K +480 +4%
6 7
8
9 10

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.