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737 hedge funds and large institutions have $23.5B invested in MongoDB in 2024 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 302 increasing their positions, 233 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 233

1% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 106

0.73% less ownership

Funds ownership: 90.93%90.2% (-0.73%)

1% less funds holding

Funds holding: 746737 (-9)

12% less capital invested

Capital invested by funds: $26.8B → $23.5B (-$3.29B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

53% less call options, than puts

Call options by funds: $1.18B | Put options by funds: $2.51B

Holders
737
Holders Change
-9
Holders Change %
-1.21%
% of All Funds
10.62%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.13%
New
107
Increased
302
Reduced
233
Closed
106
Calls
$1.18B
Puts
$2.51B
Net Calls
-$1.33B
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.48B +$27.9M +68,348 +1%
BlackRock
2
BlackRock
New York
$2.3B +$88M +215,364 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.77B -$50.2M -122,906 -2%
Jennison Associates
4
Jennison Associates
New York
$1.58B +$225M +551,567 +14%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.12B -$16.2M -39,594 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.07B -$80.4M -196,840 -6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$738M -$134M -327,305 -14%
Franklin Resources
8
Franklin Resources
California
$702M +$15.7M +38,357 +2%
Capital World Investors
9
Capital World Investors
California
$571M -$180M -440,526 -22%
Invesco
10
Invesco
Georgia
$560M +$11.3M +27,551 +2%
State Street
11
State Street
Massachusetts
$540M +$8.74M +21,402 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$411M +$22.4M +54,848 +5%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$387M +$189M +462,709 +75%
Bank of America
14
Bank of America
North Carolina
$364M +$130M +318,952 +46%
Norges Bank
15
Norges Bank
Norway
$279M -$8.18M -20,024 -3%
Capital Research Global Investors
16
Capital Research Global Investors
California
$271M -$4.93M -12,060 -2%
Morgan Stanley
17
Morgan Stanley
New York
$271M -$564M -1,381,313 -65%
First Trust Advisors
18
First Trust Advisors
Illinois
$225M +$32.3M +78,991 +14%
Marshall Wace
19
Marshall Wace
United Kingdom
$217M -$32.7M -80,041 -12%
Ameriprise
20
Ameriprise
Minnesota
$214M +$104M +254,067 +74%
CIP
21
Champlain Investment Partners
Vermont
$197M +$41.2M +100,725 +22%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$185M -$62.1M -152,100 -23%
T. Rowe Price Investment Management
23
T. Rowe Price Investment Management
Maryland
$182M -$18.5M -45,244 -8%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$175M -$19.6M -48,070 -9%
GGHC
25
Gilder Gagnon Howe & Co
New York
$171M -$829K -2,029 -0.4%

MDB Hedge Fund Activity: Q1 2024 in Review

737 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2024, worth a combined $23.5B — down 12% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new MDB positions and 106 closed out — a net gain of 1 holder — while 302 added to existing stakes and 233 trimmed.

The largest buyer was Jennison Associates, adding an estimated $225M. The largest seller was Morgan Stanley, cutting an estimated $564M.

  • 737 institutional investors held MongoDB (MDB) as of Q1 2024, down from 746 in Q4 2023.
  • Funds reported $23.5B of MongoDB stock for Q1 2024, down 12% quarter-over-quarter.
  • 107 funds opened new MongoDB positions in Q1 2024 and 106 closed out, a net change of +1 holder.
  • The largest MongoDB buyer in Q1 2024 was Jennison Associates, an estimated $225M added.
  • The largest MongoDB seller in Q1 2024 was Morgan Stanley, an estimated $564M sold.

Based on aggregated 13F filings for Q1 2024.