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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
MIC
426
Meridian Investment Counsel
California
$712K
BAMCO Inc
427
BAMCO Inc
New York
$703K -$41K -108 -6%
KAS
428
Kestra Advisory Services
Texas
$696K +$102K +269 +19%
SA
429
Strategic Advocates
Utah
$692K -$115K -302 -15%
IMCOOI
430
Investment Management Corp of Ontario (IMCO)
Canada
$691K +$642K +1,691 New
EAM
431
Evanson Asset Management
California
$690K +$640K +1,687 New
S
432
SignatureFD
Georgia
$688K +$28.5K +75 +5%
HPC
433
HM Payson & Co
Maine
$684K
WFC
434
Western Financial Corp
California
$670K -$379 -1 -0.1%
SO
435
STRS Ohio
Ohio
$658K -$76.6K -202 -11%
ECM
436
EMC Capital Management
Texas
$654K -$303K -800 -33%
FTDI
437
First Trust Direct Indexing
Massachusetts
$638K +$12.5K +33 +2%
BGA
438
Battery Global Advisors
Massachusetts
$637K +$591K +1,557 New
IMRF
439
Illinois Municipal Retirement Fund
Illinois
$636K +$590K +1,556 New
HAG
440
HighPoint Advisor Group
Illinois
$611K +$655K +1,727 New
GCC
441
Guardian Capital (Canada)
Ontario, Canada
$606K -$108K -285 -16%
SPA
442
Sherbrooke Park Advisers
New York
$601K -$1.17M -3,092 -68%
MNBTD
443
Moody National Bank Trust Division
Texas
$591K -$74K -195 -12%
VI
444
Vestcor Inc
New Brunswick, Canada
$586K -$6.07K -16 -1%
GA
445
GraniteShares Advisors
New York
$586K -$108K -286 -17%
PC
446
Pier Capital
Connecticut
$581K +$25K +66 +5%
SFG
447
Synergy Financial Group
California
$577K -$56.1K -148 -9%
LSAG
448
Lake Street Advisors Group
New Hampshire
$576K +$534K +1,408 New
KCM
449
Kornitzer Capital Management
Kansas
$572K
TFA
450
Toth Financial Advisory
Virginia
$572K +$531K +1,400 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.