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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
I
526
InceptionR
California
$310K -$7.59K -20 -3%
OCBCO
527
Oversea-Chinese Banking Corp (OCBC)
Singapore
$310K +$288K +759 New
CA
528
Cetera Advisors
Colorado
$308K +$38.3K +101 +15%
PWLP
529
Prio Wealth Limited Partnership
Massachusetts
$307K – – –
DLCIG
530
D.L. Carlson Investment Group
New Hampshire
$306K +$245K +645 New
CT
531
Chicago Trust
Illinois
$305K – – –
AIM
532
Achmea Investment Management
Netherlands
$303K – – –
AWM
533
Apollon Wealth Management
South Carolina
$301K +$279K +735 New
EFG
534
Everhart Financial Group
Ohio
$300K +$14.8K +39 +6%
FFA
535
Farther Finance Advisors
California
$298K +$105K +278 +62%
FIA
536
Foundations Investment Advisors
Arizona
$298K +$53.5K +141 +24%
CI
537
Cigna Investments
Connecticut
$297K +$4.55K +12 +2%
NL
538
NWAM LLC
Washington
$297K +$275K +726 New
BHCM
539
Brevan Howard Capital Management
Jersey
$295K +$15.9K +42 +6%
CIA
540
Concurrent Investment Advisors
Florida
$294K +$273K +720 New
MFA
541
Mayflower Financial Advisors
Massachusetts
$293K +$19K +50 +8%
SWP
542
Stratos Wealth Partners
Ohio
$292K +$270K +713 New
AP
543
Appleton Partners
Massachusetts
$291K – – –
ATPW
544
Ashton Thomas Private Wealth
Arizona
$287K – – –
AS
545
AM Squared
Hong Kong
$286K +$228K +600 +600%
CAIMH
546
Central Asset Investments & Management Holdings
Hong Kong
$286K +$266K +700 New
AWM
547
Accurate Wealth Management
Florida
$285K +$15.2K +40 +6%
FP
548
Financial Perspectives
Minnesota
$285K – – –
AAM
549
Azzad Asset Management
Virginia
$284K +$264K +695 New
IPAM
550
ICICI Prudential Asset Management
India
$283K +$263K +692 New
20 21
22
23 24

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.