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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
PCM
451
Prelude Capital Management
New York
$572K -$205K -541 -28%
IAA
452
Independent Advisor Alliance
North Carolina
$570K -$21.2K -56 -4%
HFM
453
Harvest Fund Management
China
$565K +$294K +775 +126%
CG
454
Cutler Group
California
$561K -$242K -639 -32%
JFG
455
Jefferies Financial Group
New York
$559K +$268K +706 +107%
VA
456
Vident Advisory
Georgia
$558K +$20.1K +53 +4%
PCM
457
Penserra Capital Management
California
$554K +$380K +1,001 +280%
IWC
458
Integrated Wealth Concepts
Massachusetts
$549K +$67.9K +179 +15%
MFAM
459
Motley Fool Asset Management
Virginia
$543K +$23.1K +61 +5%
CC
460
Chicago Capital
Illinois
$538K +$499K +1,316 New
CCG
461
Capital CS Group
California
$523K +$486K +1,280 New
MYAM
462
Meiji Yasuda Asset Management
Japan
$517K +$180K +475 +60%
OR
463
Olympiad Research
Connecticut
$515K -$258K -681 -35%
PA
464
Parallel Advisors
California
$514K -$10.2K -27 -2%
TWC
465
TD Waterhouse Canada
Ontario, Canada
$512K -$6.83K -18 -1%
SC
466
Shay Capital
New York
$511K +$474K +1,250 New
NYLIM
467
New York Life Investment Management
New York
$505K +$23.1K +61 +5%
Bank Julius Baer & Co
468
Bank Julius Baer & Co
Switzerland
$504K -$515K -1,357 -51%
DIM
469
DC Investments Management
Virginia
$502K – – –
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$498K -$19.7K -52 -4%
WS
471
Wedbush Securities
California
$497K +$47.8K +126 +12%
BOH
472
Bank of Hawaii
Hawaii
$496K +$461K +1,214 New
SM
473
STF Management
Texas
$495K +$459K +1,210 New
CC
474
Corton Capital
Ontario, Canada
$492K -$306K -807 -40%
LOAMU
475
Lombard Odier Asset Management (USA)
New York
$491K +$455K +1,200 New
17 18
19
20 21

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.