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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
WAP
551
Wealthcare Advisory Partners
Pennsylvania
$282K +$261K +689 New
MLM
552
Mount Lucas Management
Pennsylvania
$280K
CC
553
Centiva Capital
New York
$279K +$259K +682 New
AAS
554
Avantax Advisory Services
Texas
$278K -$3.41K -9 -1%
EA
555
Everpar Advisors
Oklahoma
$274K +$255K +671 New
EWA
556
EP Wealth Advisors
California
$272K +$20.9K +55 +9%
APS
557
American Planning Services
Florida
$265K +$246K +649 New
ZF
558
Zega Financial
Florida
$264K +$245K +646 New
HPIA
559
Hamilton Point Investment Advisors
North Carolina
$263K -$75.9K -200 -24%
CWM
560
Cornerstone Wealth Management
Missouri
$261K -$1.14K -3 -0.5%
EF
561
Empowered Funds
Pennsylvania
$261K +$242K +639 New
NB
562
Norinchukin Bank
Japan
$261K +$242K +638 New
BL
563
Balentine LLC
Georgia
$260K +$241K +636 New
FDCDDQ
564
Federation des caisses Desjardins du Quebec
Quebec, Canada
$256K +$9.48K +25 +4%
WA
565
Wealth Alliance
New York
$252K -$10.6K -28 -4%
SAG
566
SageView Advisory Group
California
$252K +$230K +606 New
MYIA
567
Mount Yale Investment Advisors
Colorado
$248K +$230K +606 New
AP
568
AtonRa Partners
Switzerland
$246K -$32.2K -85 -12%
VNA
569
Valley National Advisers
Pennsylvania
$244K +$12.5K +33 +6%
WPC
570
Wedmont Private Capital
Pennsylvania
$234K +$234K +618 New
AT
571
American Trust
Kentucky
$232K -$36.4K -96 -14%
FT
572
Fiduciary Trust
Massachusetts
$231K +$214K +565 New
NCFG
573
New Century Financial Group
New Jersey
$228K +$211K +557 New
CMI
574
Clare Market Investments
Texas
$227K -$26.2K -69 -11%
SIA
575
Schechter Investment Advisors
Michigan
$226K +$210K +553 New

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.