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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
JSC
401
Jackson Square Capital
California
$845K +$121K +319 +18%
TMAM
402
Tokio Marine Asset Management
Japan
$841K +$58.4K +154 +8%
QI
403
Qtron Investments
Massachusetts
$830K
CB
404
Commerce Bank
Missouri
$820K -$51.6K -136 -6%
FIM
405
Freedom Investment Management
Connecticut
$809K +$3.41K +9 +0.5%
SGA
406
Seaport Global Advisors
Massachusetts
$806K +$401K +1,056 +115%
TCM
407
Tybourne Capital Management
Hong Kong
$801K -$202K -533 -21%
WF
408
WoodTrust Financial
Wisconsin
$787K
XT
409
XTX Topco
Cayman Islands
$783K +$726K +1,915 New
CC
410
Cipher Capital
New York
$777K +$173K +457 +32%
NL
411
NVWM LLC
Pennsylvania
$775K -$20.1K -53 -3%
ADIM
412
Alpha DNA Investment Management
Maryland
$772K -$150K -395 -17%
GAM
413
Gotham Asset Management
New York
$767K -$2.95M -7,765 -81%
AC
414
Avestar Capital
New York
$767K +$23.9K +63 +3%
KeyBank National Association
415
KeyBank National Association
Ohio
$762K +$15.9K +42 +2%
HFA
416
Harbert Fund Advisors
Alabama
$756K +$702K +1,850 New
JIC
417
Joel Isaacson & Co
New York
$750K
TSWM
418
Tyler-Stone Wealth Management
Ohio
$747K +$14.8K +39 +2%
VFA
419
Values First Advisors
Tennessee
$746K -$43.6K -115 -6%
PCIA
420
Prime Capital Investment Advisors
Kansas
$740K +$438K +1,155 +176%
MGP
421
Metis Global Partners
California
$729K -$63K -166 -9%
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$722K +$329K +868 +97%
SW
423
SteelPeak Wealth
California
$718K -$440K -1,159 -40%
M1FG
424
Mach-1 Financial Group
Arkansas
$717K -$135K -356 -17%
DPAM
425
Degroof Petercam Asset Management
Belgium
$716K +$664K +1,751 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.