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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
FMI
326
F/M Investments
District of Columbia
$1.82M +$3.04K +8 +0.2%
IA
327
IFP Advisors
Florida
$1.82M +$1.12M +2,950 +197%
AWM
328
AE Wealth Management
Kansas
$1.8M +$528K +1,391 +44%
PCM
329
Princeton Capital Management
New Jersey
$1.78M +$50.8K +134 +3%
GITFIT
330
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.78M – – –
Verition Fund Management
331
Verition Fund Management
Connecticut
$1.76M -$1.18M -3,108 -42%
HCMT
332
Highland Capital Management (Tennessee)
Tennessee
$1.71M -$4.55K -12 -0.3%
ZDA
333
Zweig-DiMenna Associates
New York
$1.71M -$3.82M -10,075 -71%
WG
334
Winton Group
United Kingdom
$1.7M +$1.58M +4,166 New
IIM
335
INTECH Investment Management
Florida
$1.7M -$1.15M -3,026 -42%
US Bancorp
336
US Bancorp
Minnesota
$1.7M +$124K +326 +9%
LAM
337
LifePro Asset Management
California
$1.69M +$1.57M +4,127 New
PAG
338
Private Advisor Group
New Jersey
$1.68M +$146K +385 +10%
MIM
339
MetLife Investment Management
New Jersey
$1.66M +$7.21K +19 +0.5%
SVCF
340
Silicon Valley Community Foundation
California
$1.63M -$26.2K -69 -2%
Prudential Financial
341
Prudential Financial
New Jersey
$1.63M -$1.03M -2,703 -40%
MCM
342
MAI Capital Management
Ohio
$1.61M -$56.5K -149 -4%
BFEC
343
Benjamin F. Edwards & Company
Missouri
$1.6M +$208K +549 +16%
Janney Montgomery Scott
344
Janney Montgomery Scott
Pennsylvania
$1.6M +$850K +2,240 +135%
OPERF
345
Oregon Public Employees Retirement Fund
Oregon
$1.55M +$1.44M +3,800 New
SCM
346
Silvant Capital Management
Georgia
$1.5M +$1.39M +3,674 New
HVCM
347
Hel Ved Capital Management
Hong Kong
$1.5M -$1.37M -3,621 -50%
Pacer Advisors
348
Pacer Advisors
Pennsylvania
$1.48M +$1.29M +3,390 +1,401%
Vontobel Holding
349
Vontobel Holding
Switzerland
$1.46M +$127K +334 +10%
DT
350
Diversified Trust
Tennessee
$1.41M +$49.3K +130 +4%
12 13
14
15 16

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.