We are live on ! Find out more
MDB icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.73B +$55.4M +190,074 +3%
BlackRock
2
BlackRock
New York
$2.3B +$157M +539,736 +11%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.2B +$84.6M +290,003 +6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.07B -$747M -2,559,670 -34%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.37B -$71.8M -246,129 -7%
Capital World Investors
6
Capital World Investors
California
$849M -$201M -690,322 -25%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$840M -$107M -367,075 -15%
Jennison Associates
8
Jennison Associates
New York
$817M +$579M +1,986,767 +101,056%
Franklin Resources
9
Franklin Resources
California
$696M -$54.1M -185,618 -10%
State Street
10
State Street
Massachusetts
$563M -$4.99M -17,120 -1%
Morgan Stanley
11
Morgan Stanley
New York
$545M +$232M +794,676 +150%
Invesco
12
Invesco
Georgia
$507M +$16.5M +56,469 +5%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$455M -$70M -240,162 -18%
Capital Research Global Investors
14
Capital Research Global Investors
California
$454M -$3.85M -13,215 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$411M +$9.73M +33,376 +3%
Norges Bank
16
Norges Bank
Norway
$366M +$47M +161,023 +22%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$335M -$47.4M -162,600 -17%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$242M -$6.36M -21,807 -4%
T. Rowe Price Investment Management
19
T. Rowe Price Investment Management
Maryland
$229M -$5.46M -18,722 -3%
GGHC
20
Gilder Gagnon Howe & Co
New York
$217M -$5.2M -17,818 -3%
TC
21
Tairen Capital
Hong Kong
$206M +$144M +493,651 +7,257%
Marshall Wace
22
Marshall Wace
United Kingdom
$195M -$36.1M -123,914 -21%
Goldman Sachs
23
Goldman Sachs
New York
$192M +$4.67M +16,027 +4%
CIP
24
Champlain Investment Partners
Vermont
$191M +$24.2M +82,820 +22%
Northern Trust
25
Northern Trust
Illinois
$175M -$5.4M -18,531 -4%
1
2 3 4 5

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.