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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
CGL
501
Clarius Group LLC
Washington
$391K -$6.07K -16 -2%
TPWA
502
Twin Peaks Wealth Advisors
California
$388K +$360K +950 New
EI
503
Ellevest Inc
New York
$385K -$27.3K -72 -7%
MAM
504
MWA Asset Management
Massachusetts
$381K +$354K +933 New
WI
505
Wintrust Investments
Illinois
$379K -$115K -303 -25%
TWM
506
Tanager Wealth Management
United Kingdom
$374K
NFSG
507
Newbridge Financial Services Group
Florida
$366K +$165K +436 +95%
AR
508
Advisory Research
Illinois
$363K +$53.5K +141 +19%
RJT
509
Raymond James Trust
Florida
$363K +$28.5K +75 +9%
ALAM
510
Asahi Life Asset Management
Japan
$362K +$336K +885 New
BAMF
511
BI Asset Management Fondsmaeglerselskab
Denmark
$361K -$159K -418 -32%
NA
512
NewEdge Advisors
Louisiana
$353K +$160K +423 +96%
AGA
513
Arkos Global Advisors
Texas
$348K
PTC
514
Petrus Trust Company
Texas
$345K +$321K +845 New
WC
515
Westwind Capital
New Mexico
$340K
PFS
516
Prospera Financial Services
Texas
$333K +$86.1K +227 +39%
SFA
517
Sequoia Financial Advisors
Ohio
$330K +$78.5K +207 +35%
HWM
518
HB Wealth Management
Georgia
$329K +$62.6K +165 +26%
AC
519
AWM Capital
Arizona
$329K -$759 -2 -0.2%
YCM
520
Yousif Capital Management
Michigan
$324K +$11.4K +30 +4%
AWS
521
Atria Wealth Solutions
New York
$323K -$1.9K -5 -0.6%
BWCS
522
Beirne Wealth Consulting Services
Connecticut
$320K +$297K +782 New
SW
523
SVB Wealth
Massachusetts
$319K -$248K -654 -46%
VanEck Associates
524
VanEck Associates
New York
$319K +$296K +781 New
OAM
525
Ostrum Asset Management
France
$317K -$257K -678 -47%

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.