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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
PI
201
Putnam Investments
Massachusetts
$5.39M -$18.5M -63,456 -83%
TAF
202
Tredje AP-fonden
Sweden
$5.2M -$562K -1,928 -13%
GAM
203
Gotham Asset Management
New York
$5.04M +$681K +2,334 +24%
ACMH
204
Andar Capital Management (HK)
Hong Kong
$4.93M +$3.5M +12,000 New
PP
205
Prudential plc
United Kingdom
$4.93M -$254K -871 -7%
MAM
206
Morse Asset Management
Connecticut
$4.92M +$149K +511 +4%
CTFG
207
Capstone Triton Financial Group
Oklahoma
$4.79M -$59.8K -205 -2%
WorldQuant Millennium Advisors
208
WorldQuant Millennium Advisors
New York
$4.68M +$3.32M +11,390 New
CRC
209
Curi RMB Capital
Illinois
$4.68M -$1.08M -3,701 -25%
PP
210
PDT Partners
New York
$4.63M -$1.06M -3,629 -24%
URS
211
Utah Retirement Systems
Utah
$4.61M -$175K -600 -5%
Natixis Advisors
212
Natixis Advisors
Massachusetts
$4.4M +$3.12M +10,703 New
DnB Asset Management
213
DnB Asset Management
Norway
$4.39M +$152K +522 +5%
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$4.3M +$3.05M +10,461 New
MG
215
Marex Group
$4.25M -$1.44M -4,924 -32%
EGM
216
Engineers Gate Manager
New York
$4.18M +$1.17M +4,011 +65%
TFCM
217
Taylor Frigon Capital Management
Arizona
$4.15M -$811K -2,781 -22%
FANJ
218
Financial Architects (New Jersey)
New Jersey
$4.11M – – –
WHGC
219
Wealth High Governance Capital
Brazil
$4.11M +$2.92M +10,000 New
SIMG
220
Stephens Investment Management Group
Texas
$4.08M +$2.9M +9,939 New
Verition Fund Management
221
Verition Fund Management
Connecticut
$4.08M -$1.14M -3,904 -28%
MCM
222
Moore Capital Management
New York
$3.87M +$2.74M +9,412 New
EAMA
223
EFG Asset Management (Americas)
Florida
$3.81M -$307K -1,053 -10%
ECI
224
EFG Capital International
Florida
$3.81M +$2.7M +9,264 New
X
225
Xponance
Pennsylvania
$3.79M +$49.3K +169 +2%
7 8
9
10 11

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.