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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
Amundi
26
Amundi
France
$177M -$144M -378,745 -45%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$172M +$25.8M +68,122 +19%
AI
28
Axiom Investors
Connecticut
$154M +$143M +376,641 New
Goldman Sachs
29
Goldman Sachs
New York
$147M -$16.5M -43,617 -11%
Legal & General Group
30
Legal & General Group
United Kingdom
$146M -$8.69M -22,917 -6%
PCH
31
Polar Capital Holdings
United Kingdom
$142M +$38M +100,220 +40%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$142M +$4.28M +11,270 +3%
Ameriprise
33
Ameriprise
Minnesota
$140M +$5.95M +15,679 +5%
UBS AM
34
UBS AM
Illinois
$124M -$4.11M -10,825 -3%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$120M +$15.9M +42,029 +17%
William Blair & Company
36
William Blair & Company
Illinois
$106M +$3.89M +10,263 +4%
AllianceBernstein
37
AllianceBernstein
Tennessee
$106M +$8.54M +22,498 +9%
FCM
38
Frontier Capital Management
Massachusetts
$102M +$18.5M +48,726 +24%
Charles Schwab
39
Charles Schwab
California
$102M +$4.34M +11,439 +5%
Barclays
40
Barclays
United Kingdom
$97M +$13.2M +34,735 +17%
Kayne Anderson Rudnick Investment Management
41
Kayne Anderson Rudnick Investment Management
California
$95.5M -$793K -2,090 -0.9%
Macquarie Group
42
Macquarie Group
Australia
$92.1M +$77.7M +204,911 +1,001%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$91.7M +$643K +1,695 +0.8%
Swiss National Bank
44
Swiss National Bank
Switzerland
$91.2M -$1.52M -4,000 -2%
Citigroup
45
Citigroup
New York
$90.6M +$19.8M +52,210 +31%
N
46
Nuveen
North Carolina
$89.6M +$958K +2,525 +1%
Jane Street
47
Jane Street
New York
$88.9M +$73.6M +193,936 +822%
ClearBridge Investments
48
ClearBridge Investments
New York
$87.1M +$80.1M +211,034 +10,828%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$86.2M +$9.42M +24,843 +13%
FAM
50
Fred Alger Management
New York
$84.4M +$12.6M +33,332 +19%

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.