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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
VAM
476
Valliance Asset Management
Hong Kong
$491K +$455K +1,200 New
LSA
477
Leonteq Securities AG
Switzerland
$488K -$21.6K -57 -5%
RA
478
Riverstone Advisors
Texas
$487K
SPG
479
Strategic Planning Group
Utah
$486K +$450K +1,187 New
TFA
480
Teamwork Financial Advisors
Texas
$485K +$450K +1,186 New
DTL
481
Dynamic Technology Lab
Singapore
$484K +$121K +318 +37%
FB
482
Fulton Bank
Pennsylvania
$482K -$10.6K -28 -2%
SI
483
Stephens Inc
Arkansas
$478K +$81.9K +216 +23%
TCM
484
Teza Capital Management
Illinois
$469K +$77.8K +205 +22%
SIM
485
Sentry Investment Management
Wisconsin
$451K +$419K +1,104 New
BFG
486
Bleakley Financial Group
New Jersey
$437K +$36.8K +97 +10%
SS
487
Simplicity Solutions
Minnesota
$437K +$36.8K +97 +10%
Nisa Investment Advisors
488
Nisa Investment Advisors
Missouri
$429K -$835K -2,200 -68%
CL
489
CSS LLC
Illinois
$429K
CL
490
Choreo LLC
Illinois
$429K -$10.2K -27 -3%
SAM
491
Shell Asset Management
Netherlands
$426K -$116K -307 -23%
MOS
492
MGO One Seven
Ohio
$422K +$44K +116 +13%
NERM
493
New England Research & Management
Illinois
$421K -$17.1K -45 -4%
FA
494
FDx Advisors
Illinois
$415K +$85K +224 +28%
AG
495
Artal Group
Luxembourg
$409K +$379K +1,000 New
MOACM
496
Mutual of America Capital Management
New York
$408K -$41.7K -110 -10%
IAS
497
Insigneo Advisory Services
Florida
$406K -$28.8K -76 -7%
O
498
Ossiam
France
$398K
SC
499
Sapient Capital
Indiana
$398K +$369K +973 New
BPA
500
Beacon Pointe Advisors
California
$396K -$4.93K -13 -1%

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.