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MongoDB

659 hedge funds and large institutions have $17B invested in MongoDB in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 244 increasing their positions, 246 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.51% more ownership

Funds ownership: 90.2%92.71% (+2.5%)

1% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 246

11% less funds holding

Funds holding: 737659 (-78)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.69B

28% less capital invested

Capital invested by funds: $23.5B → $17B (-$6.52B)

45% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 151

Holders
659
Holders Change
-78
Holders Change %
-10.58%
% of All Funds
9.52%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
83
Increased
244
Reduced
246
Closed
151
Calls
$1.29B
Puts
$1.69B
Net Calls
-$398M
Net Calls Change
+$933M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B +$56.5M +179,005 +3%
BlackRock
2
BlackRock
New York
$1.53B -$96.5M -305,691 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.27B +$51.3M +162,581 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$880M +$461M +1,460,664 +71%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$859M +$97.4M +308,363 +10%
JP Morgan Chase
6
JP Morgan Chase
New York
$824M +$100M +318,055 +11%
Jennison Associates
7
Jennison Associates
New York
$627M -$600M -1,898,438 -43%
Franklin Resources
8
Franklin Resources
California
$508M +$24.5M +77,496 +4%
State Street
9
State Street
Massachusetts
$385M +$10.7M +33,776 +2%
Bank of America
10
Bank of America
North Carolina
$342M +$112M +354,038 +35%
Capital Research Global Investors
11
Capital Research Global Investors
California
$328M +$175M +553,517 +73%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$298M +$14.7M +46,456 +4%
Morgan Stanley
13
Morgan Stanley
New York
$267M +$98.5M +311,779 +41%
First Trust Advisors
14
First Trust Advisors
Illinois
$250M +$117M +370,385 +59%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$244M -$33.1M -104,713 -10%
CIP
16
Champlain Investment Partners
Vermont
$212M +$93.7M +296,830 +54%
Capital World Investors
17
Capital World Investors
California
$198M -$253M -799,716 -50%
Invesco
18
Invesco
Georgia
$182M -$263M -832,262 -53%
Swedbank
19
Swedbank
Sweden
$164M +$127M +400,705 +156%
American Century Companies
20
American Century Companies
Missouri
$150M +$137M +433,630 +259%
Norges Bank
21
Norges Bank
Norway
$137M -$72.3M -228,776 -29%
UBS AM
22
UBS AM
Illinois
$133M +$70.5M +223,161 +73%
Millennium Management
23
Millennium Management
New York
$128M +$127M +401,891 +369%
T. Rowe Price Investment Management
24
T. Rowe Price Investment Management
Maryland
$127M
BNP Paribas Asset Management
25
BNP Paribas Asset Management
France
$126M +$109M +345,010 +215%

MDB Hedge Fund Activity: Q2 2024 in Review

659 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2024, worth a combined $17B — down 28% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of MDB and 83 opened new positions — a net loss of 68 holders — while 246 trimmed existing stakes and 244 added.

The largest buyer was Wellington Management Group, adding an estimated $461M. The largest seller was Jennison Associates, cutting an estimated $600M.

  • 659 institutional investors held MongoDB (MDB) as of Q2 2024, down from 737 in Q1 2024.
  • Funds reported $17B of MongoDB stock for Q2 2024, down 28% quarter-over-quarter.
  • 83 funds opened new MongoDB positions in Q2 2024 and 151 closed out, a net change of -68 holders.
  • The largest MongoDB buyer in Q2 2024 was Wellington Management Group, an estimated $461M added.
  • The largest MongoDB seller in Q2 2024 was Jennison Associates, an estimated $600M sold.

Based on aggregated 13F filings for Q2 2024.