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MongoDB
MDB

746 hedge funds and large institutions have $26.8B invested in MongoDB in 2023 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 207 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 78

39% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 207

20% more capital invested

Capital invested by funds: $22.3B → $26.8B (+$4.47B)

12% more funds holding

Funds holding: 666 → 746 (+80)

0.52% more ownership

Funds ownership: 90.41% → 90.93% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 17 → 17 (0)

38% less call options, than puts

Call options by funds: $1.97B | Put options by funds: $3.19B

Holders
746
Holders Change
+80
Holders Change %
+12.01%
% of All Funds
10.88%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
165
Increased
288
Reduced
207
Closed
78
Calls
$1.97B
Puts
$3.19B
Net Calls
-$1.22B
Net Calls Change
-$708M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$332M
2
Morgan Stanley
Morgan Stanley
New York
+$219M
3
BlackRock
BlackRock
New York
+$217M
4
Marshall Wace
Marshall Wace
United Kingdom
+$187M
5
AI
Axiom Investors
Connecticut
+$143M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$525M
2
Amundi
Amundi
France
-$144M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$132M
4
Renaissance Technologies
Renaissance Technologies
New York
-$132M
5
Two Sigma Investments
Two Sigma Investments
New York
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
301
Cerity Partners
New York
$2.29M +$272K +716 +15%
PA
302
Profund Advisors
Maryland
$2.26M +$2.09M +5,522 New
SMDAM
303
Sumitomo Mitsui DS Asset Management
Japan
$2.22M – – –
Mackenzie Financial
304
Mackenzie Financial
Ontario, Canada
$2.21M +$170K +448 +9%
Lazard Asset Management
305
Lazard Asset Management
New York
$2.21M +$477K +1,258 +30%
BCI
306
Brinker Capital Investments
Pennsylvania
$2.19M -$170K -447 -7%
OPS
307
Orion Portfolio Solutions
Nebraska
$2.19M -$170K -447 -7%
UCFA
308
United Capital Financial Advisors
Texas
$2.19M -$733K -1,931 -27%
MSRPS
309
Maryland State Retirement & Pension System
Maryland
$2.13M +$72.5K +191 +4%
XWM
310
Xcel Wealth Management
Florida
$2.06M -$58.8K -155 -3%
FCM
311
Firsthand Capital Management
California
$2.04M – – –
SGI
312
Summit Global Investments
Utah
$2.03M – – –
ETCM
313
Evolutionary Tree Capital Management
Virginia
$2.02M +$220K +581 +13%
EAM
314
Eagle Asset Management
Florida
$1.96M -$282K -743 -13%
EA
315
Emerald Advisers
Pennsylvania
$1.95M +$225K +593 +14%
IC
316
IEQ Capital
California
$1.93M +$259K +684 +17%
AA
317
ALPS Advisors
Colorado
$1.89M -$186K -489 -10%
FDC
318
Flight Deck Capital
California
$1.88M +$1.75M +4,600 New
ETC
319
Exchange Traded Concepts
Oklahoma
$1.88M +$464K +1,223 +36%
Cambridge Investment Research Advisors
320
Cambridge Investment Research Advisors
Iowa
$1.88M -$76.6K -202 -4%
DA
321
Duality Advisers
Florida
$1.87M -$305K -805 -15%
AFC
322
AFT Forsyth & Company
Florida
$1.85M +$357K +941 +26%
RSC
323
Red Spruce Capital
Pennsylvania
$1.85M -$40.2K -106 -2%
AIM
324
Aigen Investment Management
New York
$1.85M +$679K +1,789 +65%
BBVA
325
Banco Bilbao Vizcaya Argentaria
Spain
$1.83M +$385K +1,015 +30%
11 12
13
14 15

MDB Hedge Fund Activity: Q4 2023 in Review

746 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2023, worth a combined $26.8B — up 20% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new MDB positions and 78 closed out — a net gain of 87 holders — while 288 added to existing stakes and 207 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $332M. The largest seller was T. Rowe Price Associates, cutting an estimated $525M.

  • 746 institutional investors held MongoDB (MDB) as of Q4 2023, up from 666 in Q3 2023.
  • Funds reported $26.8B of MongoDB stock for Q4 2023, up 20% quarter-over-quarter.
  • 165 funds opened new MongoDB positions in Q4 2023 and 78 closed out, a net change of +87 holders.
  • The largest MongoDB buyer in Q4 2023 was Wellington Management Group, an estimated $332M added.
  • The largest MongoDB seller in Q4 2023 was T. Rowe Price Associates, an estimated $525M sold.

Based on aggregated 13F filings for Q4 2023.