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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
AG
351
AIA Group
Hong Kong
$1.39M +$37.9K +100 +3%
CAM
352
Cresset Asset Management
Illinois
$1.37M +$170K +447 +15%
LSA
353
L & S Advisors
California
$1.37M +$75.1K +198 +6%
Teacher Retirement System of Texas
354
Teacher Retirement System of Texas
Texas
$1.34M -$831K -2,190 -40%
Bank of Nova Scotia
355
Bank of Nova Scotia
Ontario, Canada
$1.32M +$1.23M +3,233 New
AI
356
Atria Investments
North Carolina
$1.32M +$1.22M +3,220 New
CCIA
357
Cherry Creek Investment Advisors
Colorado
$1.3M +$379 +1 +0%
GCM
358
Graham Capital Management
Connecticut
$1.28M +$638K +1,683 +115%
BS
359
Banco Santander
Spain
$1.28M – – –
QCM
360
Qsemble Capital Management
New York
$1.26M +$893K +2,353 +323%
BMSSC
361
B. Metzler seel. Sohn & Co
Germany
$1.22M – – –
YC
362
Yarbrough Capital
Tennessee
$1.22M – – –
BBHC
363
Brown Brothers Harriman & Co
New York
$1.21M +$94.8K +250 +9%
NIMI
364
Natixis Investment Managers International
France
$1.18M +$212K +560 +24%
PWM
365
Perigon Wealth Management
California
$1.16M +$19.3K +51 +2%
ECU
366
Eisler Capital (UK)
United Kingdom
$1.15M +$1.07M +2,824 New
EOJOAM
367
E. Ohman J:or Asset Management
Sweden
$1.14M -$190K -500 -15%
HCA
368
Harbor Capital Advisors
Illinois
$1.14M -$111K -292 -10%
PNC Financial Services Group
369
PNC Financial Services Group
Pennsylvania
$1.12M +$103K +272 +11%
EFM
370
E Fund Management
China
$1.12M +$275K +726 +36%
PAM
371
Panagora Asset Management
Massachusetts
$1.12M – – –
IHG
372
Insight Holdings Group
New York
$1.1M +$1.02M +2,700 New
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$1.1M +$33.8K +89 +3%
DJYG
374
David J. Yvars Group
Florida
$1.09M +$1.9K +5 +0.2%
BRWA
375
B. Riley Wealth Advisors
Florida
$1.09M +$591K +1,557 +140%
13 14
15
16 17

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.