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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: 666746 (+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: 1717 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
376
Credit Agricole
France
$1.09M +$987K +2,603 +4,338%
AI
377
AXS Investments
New York
$1.06M +$986K +2,600 New
CAN
378
Cetera Advisor Networks
California
$1.06M +$158K +417 +19%
VWM
379
Venturi Wealth Management
Texas
$1.06M +$1.52K +4 +0.2%
MYLI
380
Meiji Yasuda Life Insurance
Japan
$1.05M +$679K +1,790 +229%
SG Americas Securities
381
SG Americas Securities
New York
$1.04M -$4.14M -10,912 -81%
Cetera Investment Advisers
382
Cetera Investment Advisers
Illinois
$1.04M +$160K +422 +20%
LIA
383
LBMC Investment Advisors
Tennessee
$1.02M
RAG
384
RIA Advisory Group
Iowa
$1M +$5.24M +13,815 New
ONGA
385
O'Neil Global Advisors
California
$991K +$920K +2,424 New
NIM
386
NEOS Investment Management
Connecticut
$964K +$895K +2,359 New
TI
387
Tidal Investments
Wisconsin
$953K -$257K -678 -23%
Corient Private Wealth
388
Corient Private Wealth
Florida
$953K -$34.9K -92 -4%
MAM
389
Maytree Asset Management
Hong Kong
$949K +$880K +2,320 New
AIMCA
390
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$940K +$190K +500 +28%
CF
391
Centaurus Financial
California
$940K
BCV
392
Banque Cantonale Vaudoise
Switzerland
$935K +$347K +915 +67%
KI
393
Keystone Investors
Singapore
$915K +$612K +1,613 +258%
Envestnet Portfolio Solutions
394
Envestnet Portfolio Solutions
Illinois
$891K +$113K +298 +16%
VA
395
Valmark Advisers
Ohio
$888K -$7.59K -20 -0.9%
PAS
396
Park Avenue Securities
New York
$886K +$140K +369 +21%
Brown Advisory
397
Brown Advisory
Maryland
$876K +$6.07K +16 +0.8%
PVI
398
Pine Valley Investments
New Jersey
$871K -$4.17K -11 -0.5%
CIC
399
Carnegie Investment Counsel
Ohio
$869K -$7.21K -19 -0.9%
AIP
400
Ameritas Investment Partners
Nebraska
$846K +$785K +2,069 New

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.