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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: 521527 (+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: 1511 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.77B +$188M +897,911 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.5B +$31M +147,642 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.18B +$114M +541,354 +12%
BlackRock
4
BlackRock
New York
$1.18B +$87.8M +418,244 +9%
JP Morgan Chase
5
JP Morgan Chase
New York
$837M +$267M +1,273,055 +55%
Capital World Investors
6
Capital World Investors
California
$643M -$44.4M -211,384 -7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$562M +$32M +152,356 +7%
Franklin Resources
8
Franklin Resources
California
$438M -$17.7M -84,513 -4%
State Street
9
State Street
Massachusetts
$323M +$5.16M +24,595 +2%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$314M +$17.1M +81,629 +6%
Invesco
11
Invesco
Georgia
$274M +$126M +598,135 +104%
Capital Research Global Investors
12
Capital Research Global Investors
California
$260M +$40.7K +194 +0%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$228M -$8.5M -40,500 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$225M +$7.46M +35,541 +4%
Norges Bank
15
Norges Bank
Norway
$170M -$4.51M -21,512 -3%
Holocene Advisors
16
Holocene Advisors
New York
$162M +$12.5M +59,498 +9%
DCM
17
Dorsal Capital Management
California
$160M +$59.8M +285,000 +71%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$142M +$40M +190,451 +45%
Marshall Wace
19
Marshall Wace
United Kingdom
$139M +$124M +590,813 +9,116%
T. Rowe Price Investment Management
20
T. Rowe Price Investment Management
Maryland
$135M +$1.74M +8,290 +1%
Bank of America
21
Bank of America
North Carolina
$132M +$48.3M +230,146 +69%
GGHC
22
Gilder Gagnon Howe & Co
New York
$127M +$7.02M +33,447 +7%
Morgan Stanley
23
Morgan Stanley
New York
$124M -$37.5M -178,908 -25%
First Trust Advisors
24
First Trust Advisors
Illinois
$107M -$32.7M -155,917 -25%
Goldman Sachs
25
Goldman Sachs
New York
$105M -$5.48M -26,111 -5%

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.